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 the Resource Center accounts 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. Hover over Resourcing in the left navigation and select Resource Center.
2. On the Resource Center page, select the Projects tab.
   
3. To shift all allocations for a project, find it in the Projects list and 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.
4. 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.
   
5. 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. Hover over Resourcing in the left navigation and select Resource Center.
2. On the Resource Center page, select the Projects tab.
   
   Note: Alternatively, you can select the Team Members tab, and then expand a resource to display their projects.
3. Find your project in the Projects list and click the arrow to the left of the name to expand it. You’ll see all the named and unnamed resources that have been assigned to the project.
   
4. Click the More (“   ”) icon to the right of the team member name 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.
5. 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.
   
6. When you are finished, click Save to shift all your resource allocations. Otherwise, click Cancel.

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