How to create Soft Resources Allocations

Important

This action is not possible if multiple Organization branches are selected in the Selector.

  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 Soft Allocations tile, click on the OVERVIEW button to display the Resource Allocations full screen view, Soft Allocations tab.

  5. Select either the Overview by Organization sub-tab or Overview by Project sub-tab.

  6. Click on the New Soft Allocation (NewSoftAllocation.png) command.

  7. In the Project popup, select the project for which you want to create some Soft Allocations.

  8. A Direct allocation corresponding to the selected organization branch 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.