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Team Member Resource Allocation

Last post 08-07-2007 3:05 PM by emarone. 1 replies.
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  • 08-02-2007 1:42 PM

    • KBrown
    • Top 50 Contributor
    • Joined on 07-27-2006
    • Austin, Texas
    • Posts 14

    Team Member Resource Allocation

    We just upgraded to PPM6.  We have a team member that enters her own tasks into eProject.  However, there is no method for her to be able to set the allocation for the time period.  For example, she enters "Train New Users" and puts the start date as  8/8/07 to 9/15/07.  For the purposes of resource allocation, it shows that she is 100% allocated to that task even though it is only going to take 10 hours over that month.

    The resource manager then has to go into the GANTT chart and update the allocation.  Is there anyway for a team member to do this themselves?

     

    thanks

    Kristi

    PM
    Fulbright and Jaworski, LLP
    Austin, Texas
  • 08-07-2007 3:05 PM In reply to

    • emarone
    • Top 10 Contributor
    • Joined on 09-19-2006
    • Seattle, WA
    • Posts 283

    Re: Team Member Resource Allocation

    Kristi,

    If a user has the ability to create and assign themselves a task, they will also have the ability to change their allocation via the Gantt Chart.  They just need to check the schedule out before making any changes to the Tasks.  Once it's checked out, they simply need to double-click their name in the chart to make the adjustment to the % allocated.

    Bear in mind that depending on the Task Type settings (Fixed Units vs. Fixed Duration, Effort Driven, etc), modifying a user's allocation % on a task may affect the duration of the task.

    Another way a user can adjust the planned work (hours) within a scheduled time period (duration), the task can be edited to explicitly set the number of hours within the scheduled duration.  Again, the Task Type settings may affect the behavior of these attributes.

    Hope that helps!

    Erik Marone | Daptiv Product Manager
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