Create requested allocations for a resource plan

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：3分

    • Requested Allocations are automatically created when a resource plan is submitted and is in Planning state. If required, the resource requester can create new requested allocations for a resource plan in Planning or Rejected state. Resource managers can create requested allocations for the plans in Requested state.

    始める前に

    Role required: resource_user

    このタスクについて

    A requested allocation doesn’t have an allocation for a named resource. It only details the start date, end date, and the planned hours.

    To specify the breakup of resource requirements for monthly or weekly Allocations types, you can modify the requested allocations. For example, if you've requested 100 hours of a resource from January to February, but you want 20 hours in January and 80 hours in February. You can specify these details on the Requested Allocations form.

    手順

    1. Navigate to All > Resource > Resource Plans > Planning or Rejected.
    2. Open a resource plan.
    3. In the Requested Allocations related list, select New.
    4. On the Requested Allocation form, fill in the fields.
      For a description of the field values, see Requested Allocation form.
    5. To save the record and return to the resource plan, select Submit.

    例

    If a resource is requested from September 1 to Nov 30 for 360 hours, requested allocation records are created as follows:

    Case 1: Plan duration allocation type

    For a plan duration allocation type, the following requested allocation records would be created:

    Start date End date Planned hours
    Sep 01 (Resource plan start date) Nov 30 (Resource plan end date) 360
    Case 2: Monthly allocation type

    For a monthly allocation type, hours are proportionally distributed based on working days as follows:

    • Total working days for the planned duration = 65 days
    • Hours to allocate per working day = 360/65 = 5 hours

    The following requested allocation records would be created:

    Start date End date No. of working days Planned hours
    Sep 01 Sep 30 22 22 * 5 = 110
    Oct 01 Oct 31 21 21 * 5 = 105
    Nov 01 Nov 30 22 22 * 5 = 110

    For a weekly allocation, requested allocation records created similar to monthly. Three allocation records, one for each month are created.