Assign promised allocations

You can promise an allocation without specifically naming the resource, and assign a specific resource at a later time. This can be done from the staffing profile or the Resource Allocation Management page.

Prerequisites

To assign promised allocations, you must have the Resource Mgmt: Promise Unspecified Resources access grant and the ENABLE_PROMISE_RESOURCE_ALLOCATION parameter must be set to true to use the Promise button.

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From staffing profile

This section provides details on how to assign promised allocations to resource requests from the staffing profile.

To fill a resource request with a promised allocation from staffing profile:

  1. Open the resource pool.

  2. In the Resource Requests area of the Resource Pool page, click on the name of a staffing profile.

    Positions with open resource assignment requests display Unmet Demand in orange. The position requesting resources will be selected.

  3. To assign a promised allocation from the staffing profile New UI, in the position line you want to assign promised allocations, click the More button and then click Promise.

  4. To assign a promised allocation from the staffing profile Legacy UI, in the position line you want to assign promised allocations, select the Unmet Demand checkbox, and then click Promise.

  5. In the Adjust Allocations for Promise dialog box, make necessary changes to the promised resource's commitment to the staffing profile line.

    • You can change the promise's commitment between Soft Booked and Committed, or you can remove it entirely. The commitment defaults to Soft Booked.

    • You can change the number of hours, FTE, or person days committed to the staffing profile. The values default to the position's unmet demand.

  6. Click Done.

    The staffing profile reloads with your changes made. If unmet demand still remains, you can repeat the assignment process as needed.

To remove a promise:

  1. In the Status column of the promise to remove, select Remove.
  2. Click Save.

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From Resource Allocation Management page

This section provides details on how to assign promised allocations to resource requests from the Resource Allocation Management page.

To allocate a promise from Resource Allocation Management page:

  1. On the Resource Allocation Management page, next to the position to promise, click the More button in the Gantt view or the action button in the Table view, and then select Promise.

    A new line appears with Promise as the resource. The status defaults to soft-booked and the promised allocation defaults to the position's unmet demand. You can edit the promised allocation value as needed.

  2. Click Save.

    Note: You must click Save from the Table view of the Resource Allocation Management Page in order to save any promises you made. In the Gantt view, the promises you made are saved automatically.

To remove a promise:

  1. In the line of the promise to remove, click the Status field in the Gantt view or the More button in the Table view.
  2. Select Remove.
  1. Click Save.

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Assign a resource to a promised allocation

A promised allocation that has been assigned to a position can be assigned a specific resource. You can assign a specific resource to a promised allocation from the Resource Allocation Management page.

To assign a resource to a promised allocation in the Gantt view:

  1. Click the Assign button next to the promise.

  2. Select a resource to assign to the promised allocation and click Assign.

    The allocation provided for the resource is the lowest value of either the capacity of the resource or the promised allocation. If the resource's capacity is less than the promised allocation, the promised allocation in the staffing profile remains, showing the remaining allocation (remaining allocation = initial promised allocation – the resource's used capacity). If there is no remaining allocation, Promise is removed.

To assign a resource to a promised allocation in the Table view:

  1. Click the More button next to Promise and select Assign.

  2. Select a resource to assign to the promised allocation and then click Save.

    Note: Only one resource can be assigned to a promised allocation.

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See also: