Distribute Planning

  • Select the source resource (the resource the effort of which is to be reduced) and expand the tree structure.
  • All projects and tasks for which this resource is scheduled are displayed.
    • The tasks are displayed sorted by their calculated end dates (Calc. end).
  • For the required project, add a new resource to which the effort from the source resource is to be distributed. To do so,
    • right-click on the project and select the Insert → New resource context menu command. or
    • click on the plus button.
      • Select the target resource from the listbox in the inserted line in the Resource name field.
        • If the logged-on user is allowed to access the resources of other departments (see Rights Management), they will be available for selection as target resources in the resource listbox as well.
  • Enter the effort value to be distributed in the value to be distributed field.
  • Click on the Distribute effort button (the button is located at the bottom of the module).
  • Confirm the Distribute resource effort? message with Yes.
  • The effort values of the source and target resource will be changed.

Note

  • Currently, the distribution of the effort from a resource with a PM_load profile can only be carried out manually in the Schedule module.
  • If the value to be distributed is too high, the following message will be displayed: The initial value to be distributed has been exceeded.
  • After distribution, the module will be refreshed and the current values will be displayed.
  • If you mark one or several tasks, only the effort of the resources of the marked tasks is distributed.
  • In the task line in the Remaining effort, Actual effort, Calc. start and Calc. end fields, effort and dates of the resource assignment will be displayed.