Allocation Workbench - Overbook Resource

Jennifer Stuart
Kilo Contributor

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

JenniferStuart_0-1666100674172.png

 

.  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.

7 REPLIES 7

Hi @Niels Aksel ,

I was on a business trip hence couldn't respond earlier.

Previous recording is no more available that is why I have created new recording (in Vancouver release) to showcase the steps. 

Recording Link

 

Please mark it as correct answer, in case you find the recording useful.

 

Thank You!

Namita Mishra

Hi @Jennifer Stuart ,

Checking if you found the recording helpful.

Appreciate your response.

 

Thank You!

Namita Mishra

@Namita Mishra , the video you link is for the resource allocation workbench, is there new instruction for doing this through the Resource Manager Workspace?