Lock or Freeze Allocations | Community
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Level 2
April 11, 2025
Question

Lock or Freeze Allocations

  • April 11, 2025
  • 1 reply
  • 354 views

Is there a way to "lock" or "freeze" allocations to the day/week/month in which they are assigned even if the dates shift? Think of it like using a "$" in an excel formula to lock something in place. 

  • As a resource manager, I allocate the hours based on discussion with my team member. 
  • As a project owner, I added planned hours, added other users, or I adjusted the dates of the task because others need to start work earlier or end later.
  • The change made adjusts the allocation efforts the resource manager did. The resource manager set the allocations in the day/week/month specifically and does not want it to change. Can this be locked? 
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1 reply

Doug_Den_Hoed_AtAppStore
Community Advisor
Community Advisor
April 11, 2025

 

Hi @greta_12-25,

 

I've cued up this video to highlight a native-Workfront technique @scottmo1 and I developed (as part of our Lite-Brite solution) that I believe you could use to accomplish your "Lock or Freeze Allocations" requirement...particularly if you also consider using it in conjunction with Workfront's Baselines feature.

 

Regards,

Doug

Learn more at www.atappstore.com, email doug.denhoed@atappstore.com, or tag me here @Doug_Den_Hoed_AtAppStore.