Assigning a Resource to a Promised Allocation from Resource Allocation Management Page

A promised allocation that has been assigned to a position can be assigned a specific resource . You must have the Resource Mgmt: Promise Unspecified Resources access grant and the parameter ENABLE_PROMISE_RESOURCE_ALLOCATION must be enabled.

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

  1. Click next to the promise.
  2. Select a resource to assign to the promised allocation.

  3. 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 used and it is lower 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 next to Promise and select Assign.

  2. Select a resource to assign to the promised allocation.

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

  3. Click Save on the Resource Allocation Management page.