Shift allocation of a user to a future date for a group or role resource plan to accommodate situations where planned work for a specific user of a group or role resource plan must be shifted to a future time
period.
Before you begin
Role required: resource_manager
Procedure
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Navigate to .
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On the Allocation Boards page, select the allocation board whose resource plans
you want to manage.
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Select a group or role resource plan in the resource grid.
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Select the Actions icon (
) on the user that you want to shift allocations for, and select Shift Allocations.
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In the From field in the Shift allocations window,
select the time period from which you want to shift the allocations.
Note: The from period can’t be before the current allocation period.
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In the To field, select the time period to which you
want to shift the allocations.
If the dates of the shifted resource allocations are beyond the resource
plan end date, the resource plan is extended.
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Select Update.
The allocation cap per day is 24 hours.
If a user is already booked for the shifted period, then the user is over-allocated for the shifted period.
Note: If actuals are posted for all the periods of resource allocation, then the Shift Allocations option is disabled in the Actions menu.