How to update Allocations from Project Assignments

  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. Use the Filters panel (FilterGrey) to narrow down the list of Allocated Resources displayed in the spreadsheet.

  6. Click on the Update Allocations (assignResource22_md.png) command.

  7. In the Update Allocations from Assignments dialog box, select:

    1. A project – At least one project is required.

    2. Resources – To define specific resources whose assignments are to be taken into account to create/update the allocations.

    3. Synchronization scope:

      1. Update existing Allocations only – Updates the Allocated Effort of the existing Direct Allocations only.

      2. Create new Allocations only – Creates new Direct Allocations from the hard assignments.

      3. Both – Creates and updates the Direct Allocations.

  8. Click on the UPDATE button.

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