Shift Allocations

Overview

If you have an upcoming project that needs to be pushed back a few weeks due to unforeseen circumstances, Kantata makes it simple to individually shift all allocations for a single resource or shift all allocations for the entire project.

Shifting does not extend or shorten an allocation. When shifting multiple allocations, the number of working days for each allocation—and the number of days between each allocation—remains intact.

For example, in the screenshot above, if you shift a resource allocation that has five working days one week and three working days the next with two unallocated days in between, the number of working days (5 and 3) and days in between (2) will be retained—regardless if the shift causes an allocation to stretch over a weekend, holiday, or time off (i.e., non-working days).

This behavior is similar to how Resourcing areas of Kantata account for weekends and holidays when dragging a single allocation to a new position on the timeline.

Note: Kantata OX does not currently support dependencies between different resource allocations.

How to Shift All Project Allocations

1. Navigate to one of the following Resourcing areas:
   • Projects > select a project > Resourcing
   • Resourcing > Resource Center > Projects
     
2. From the respective Resourcing page, locate the project you want to shift allocations for, then click on the project summary bar in the timeline.
   
   The Shift All Project Allocations modal appears, displaying the earliest allocation start date for the resource. For example, although the current month might be January, the original allocation for this resource may have been established last November.
3. Use the Shift To calendar picker (“   ”) to specify a new allocation start date. Doing so will show you how many weeks and/or days that you will shift every resource on the project.
   
4. When you are finished, click Save to shift all your resource allocations. Otherwise, click Cancel.

How to Shift All Allocations for a Single Resource

1. Navigate to a Resourcing area in Kantata OX:
   • Projects > select a project > Resourcing
   • Resourcing > Resource Center > Team Members
   • Resourcing > Resource Center > Projects
2. From the respective Resourcing page, locate the project or resource you want to shift allocations for, then expand the top-level row.
   Note: Depending on where you are in Kantata, the order of these rows may vary. For example, the resource row is the top-level row in the Team Members tab.
   
3. In the expanded resource or project row, click the More (“   ”) icon and select Shift All Allocations.
   
   The Shift All Project Allocations modal appears, displaying the earliest allocation start date for the resource. For example, although the current month might be January, the original allocation for this resource may have been established last November.
4. Next, use the Shift To calendar picker (“   ”) to specify a new allocation start date. Doing so will show you how many weeks and/or days that you will shift the allocation. You may also shift an allocation backwards, which can be handy if you need to start earlier than expected.
   
5. When you are finished, click Save to shift all your resource allocations. Otherwise, click Cancel.