Don Dickson, Project and Portfolio Management Consultant

Don Dickson, Project and Portfolio Management Consultant, Rego Consulting

Did you know you can save time and update your Resource Management data right in the grid?

Today Don Dickson, Project and Portfolio Management Consultant at Rego Consulting, shows us two ways to allocate resources in CA PPM. Read his instructions and view the video below.

CA PPM | Allocate Resources

To get to the Resource Planning screen in CA PPM, select Home > Resource Management > Resource Planning. Now select the “Allocations” tab. This displays all the resources you have assigned to current projects.

In Don’s environment, Captain America is far too busy. He’s on several projects, and we need to level-load his assignments.

Start Here

Start Here

There are two options for balancing Captain America’s workload. You can allocate Captain America’s hours in properties, or if you want to save some time, you can allocate his hours in the grid.

Allocate Via Properties

We can go into “Properties” for Captain America on this particular project by selecting the document icon to the left of his name. Scroll down to the “Planned Allocation” section and put in a date range, or segment. For that date range, change the allocation percentage from 100% to 50%, or another appropriate allocation. Select “Save and Return,” refresh your screen, and you can see the allocation is updated within the grid.

Allocate Via Grid

Rather than taking this longer route to level-loading assignments, you can easily do the same thing right in the grid. Simply click on the allocation cell for a date range, and update the number of hours. Don’t forget to hit “Save” and verify your change. If you go back into the “Properties” on the project, you’ll see that CA PPM has “magically” created the segments for you.

Training Video |How to Update Resource Management Data in the Grid

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If you want to learn more from CA PPM Quick Tips, check out our demo on How to Find the Database Table and Attribute for a Field on an Object.

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