Allocation Workbench - Overbook Resource

[Jennifer Stuart]

Is there a way to allow ‘overallocation’ for a resource when confirmed in the Resource Finder of Allocation Workbench?

The allocation workbench is very helpful to resource managers to see a clear view of staff and current assigned projects with planned/confirmed/actual time.  However, when using the Resource Finder on bottom of screen and selecting resource member and hitting confirmed, it will show error that

.  It confirms only the hours that are available for the resource, leaving a gap between requested and confirmed.  The RM knows sometimes that the staff member actually can accommodate the requested hours and wants to over-allocate.  Is there any way to allow overallocation?  It is also very cumbersome to then correct the confirmation of hours.

[Namita Mishra]

Hi @Jennifer Stuart ,

The behaviour mentioned in the above post is because resource finder does not allow to over-allocate (or over-confirm) the resource.

I have created a step by step video to show how the resource can be over-allocated (or over-confirmed) from the resource allocation workbench.

Please mark this answer as correct if this is able to solve the query.

Thank You!

Namita Mishra

[Jennifer Stuart]

Thank you Namita, that is the alternative we have been using.  Is there a way to hide the confirm button from the Resource Finder?

[Namita Mishra]

Hi @Jennifer Stuart ,

IMO, hiding this option will be a customization. I am not aware of any configurable option to hide this.

Please mark this answer as correct if this is able to solve the query.

Thank You!

Namita Mishra

[Niels Aksel]

Hi Namita

I'm looking for the same functionality, how to use resource allocation workbench to over-allocate or over-confirm resources. Unfortunately, I cannot access the video. Are you are to share the details?