Resource Assignments - Allocation Type

[Julie21]

Hi. 

We have recently started to use Resource Assignments instead of the old Resource Plans. We have run into the issue that when we create a new Resource Assignment and set the Allocation Type (distribution) to "Monthly", only one related resource allocation is created for the entire planned duration, and not one resource allocation per month like I would have expected. 

I can see that the allocation distribution is based on the resource plan's allocation type (distribution) via the business rule "Set distribution type". But in the script include "AttributeTypeResourcePlanSNC", the resource plan's distribution is hard-coded to "plan_duration" (see attached screenshot of the script include). 

So from this, it seems that no matter what I choose as allocation type / distribution on my resource assignment, the actual allocation will always be planned duration, because this is hard-coded to be set on the related resource plan?

Did anyone find a good solution to this that doesn't involve changing and OOB read-only script include?

Thanks!

[Kieran Anson]

Hi,

How much effort is allocated to the assignment? 

The allocation will spread based on a minimum allocation unit (controlled by a property, defaults to 1hr) and will spread for as many months as it can fill. 

If your assignment has a 20 hour effort, it would only populate the first month as those hours would be exhausted on a 9-5 schedule. 

Could you share details of the duration of your assignment, and how much effort is allocated? 

[Julie21]

Hi Kieran. Thanks for replying. 

Let me give you an example: 

1. I create a new Resource Assignment on a project with the following data: 
- Group: HR team
- Role: HR Specialist
- Effort Type: Hours
- Effort: 100
- Start date: 2026-05-01
- End date: 2026-12-31
- Allocation type: Monthly

2. As soon as I save the Resource Assignment, a Resource Plan and a Resource Allocation is also created. 
- The related resource plan has the Allocation type set to "Plan duration". 
- Only ONE resource allocation is created with the start date 2026-05-01 and end date 2026-12-31 (same as the resource assignment). The Resource Allocations Daily records on this Resource Allocation are spread across the entire duration, meaning some hours each of the months between May and December. 

When I choose "Monthly" as the allocation type on the resource assignment, I would like the same allocation type to be set on the resource plan, as this apparently decides the distribution type (according to the BR I referred to in my original post). But for some reason, the allocation type is hard coded on resource plans created based on resource assignments?