Have you ever imported resource plans from Excel? Stakeholder had everything in word docs and they exported to Excel ... gave me projects, groups, users, and the time dedicated to each user across timelines. I built an import set to first import the resource plans, then import the requested allocations, then allocate the plan. Requested Allocations turned out GREAT. But on the top half of allocation workbench it looks like it ignored the plan and dumped ALL allocation time into the first month.
Am I missing something obvious?
Hi @Uncle Rob ,
Looks it is front loading.
Check Allocation Spread field once.... Not required but I would also check the value coming in for allocation type.
Hope this resolves the issue.
Thanks,
Namita Mishra
Allocation is set to even and monthly. I've narrowed down the issue.
There's something about the INTERFACE that forces confirmations/allocations to self calculate across months. If you do a direct insert to the resource_allocation table it won't do any "spread" across months.
Thus, your excel sheet might say "Give me Bob at 100 hours from March 25 - May 7"
Importing that will result in ONE resource_allocation with the same start and end date, but the full 100 hours visually packed into MARCH.
What one needs to do is treat every "chunk" of months as a seperately importable line in Excel. So you have to go from...
Bob / 100 hours / March 25 / May 7
TO:
Bob / xxx hours / March 25 / March 31
Bob / xxx hours / April 1 / April 31
Bob / xxx hours / May 1 / May 7
(where xxx is a distribution of hours across working days of however much of the month you have)
I just finished training ChatGPT how to do do it.
Its annoying and it works
