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Documentation is MIA....adjusting planned hour allocation across multiple assignments?

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Level 9

I'm trying to help another admin set up her resource allocation correctly. 

 

If there is one person assigned 3 hrs over 3 days, that is assigning the person 1 hr per day.

 

However, if two people are assigned 3 hrs over 3 days, that is assigning the person .5 per day. 

 

What is the adjustment / setting needed to make sure allocations are shared/not shared?

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Correct answer by
Level 10

Allocations are split amongst all task assignees that are "users" or "roles", but not "teams".

If a task is assigned to a user and a role, the hours will be split evenly amongs them, unless… That role belongs to an assigned user.

The general rules are:

  • Multiple Teams don’t affect hours allocation division.
  • Multiple Assignees (Users) do affect hours allocation division.
  • Multiple Roles will affect hours allocation division if no assigned user has that role.
    • If a new assignee is added that has a role that’s already listed, the hours for the role and user will combine and NOT be divided.
    • If a new assignee is added that has a role that has NOT been listed, the allocated hours will split(divide).

 

TIP: if this solved your problem, I invite you to consider marking it as a Correct Answer to help others who might also find it of use.

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2 Replies

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Correct answer by
Level 10

Allocations are split amongst all task assignees that are "users" or "roles", but not "teams".

If a task is assigned to a user and a role, the hours will be split evenly amongs them, unless… That role belongs to an assigned user.

The general rules are:

  • Multiple Teams don’t affect hours allocation division.
  • Multiple Assignees (Users) do affect hours allocation division.
  • Multiple Roles will affect hours allocation division if no assigned user has that role.
    • If a new assignee is added that has a role that’s already listed, the hours for the role and user will combine and NOT be divided.
    • If a new assignee is added that has a role that has NOT been listed, the allocated hours will split(divide).

 

TIP: if this solved your problem, I invite you to consider marking it as a Correct Answer to help others who might also find it of use.

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Level 10

 

Hi @Christina_Jarosz,

 

In addition to the hard-earned observations @RandyRoberts  shared, this Overview of Task Duration and Duration Types might also be worth reviewing ("Calculated Work", in particular).

 

Regards,

Doug