How to create Hard Resources Allocations

  1. Log in to the HTML5 client.

  2. Select the Resource Allocations workspace (RM).

  3. Select an Organization in the Data Selector.

  4. In the Hard Allocations tile, click on the OVERVIEW button to display the Resource Allocations full screen view, Hard Allocations tab, Resources Overview sub-tab.

  5. Click on the New Hard Allocation (AddResources) command.

  6. In the Resource popup, select one or multiple resources.

  7. Then, in the Project popup, select the project for which you want to create some Hard Allocations.

  8. A new allocation is created in the spreadsheet.

  9. Enter the time distributed Allocated Effort.

  10. Click on the Close (close22_md.png) button to close the Resource Allocations full screen view.