Creating a New Assignment Using Percent Allocation
Percent Allocation is a useful tool used when assigning a single resource to multiple projects. Use this feature when the resource should spend a certain amount of time at each project, and the specific time of day does not matter.
To create an assignment using Percent Allocation, click on New on the upper left hand corner of the Gantt page.
Once you've clicked on the New button, you will see the Create New Assignment modal on your screen.
Select the person and project for whom this assignment is created for, then specify the date range that they will be needed. The toggle labeled Allocation Type will allow you to select either Work Hours or Percent.
Select the Percent option and fill in the amount for Percent Allocation.
In the above example, I allocated 30% of Adam's time on a 3 week assignment to Denver Psychiatric Center. Click Save to save the assignment details or Save and Alert to send out a message with the project details.
To review any assignment details, click on the assignment bar next to the name of a person on the Gantt Page.
