Create Allocations from Scheduled Hours

Overview

You can use scheduled hours that have already been created for a resource to quickly create allocations.

These allocations are created based on the weekly scheduled hours for a resource. If consecutive weeks contain an equal number of hours, they will be combined into a multi-week allocation.

For example, if one week has 20 hours scheduled and the next week has 30 hours—as shown in Example A below—then they are created as individual weekly allocations. However, if one week has 40 hours scheduled for one week and 40 hours scheduled for the next week—as shown in Example B below—then a single, multi-week allocation of 80 hours is created.

How to Create Allocations from Scheduled Hours

1. Navigate to a Resourcing area in Kantata:
   • 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 create 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 Create Allocations.
   
4. In the Create Allocations modal that appears, select the timeframe of scheduled hours that you want to create your allocations for:
   
   • Anytime—Selected by default, this option takes all of a resource's scheduled hours and distributes them as allocations.
   • After—This option takes only the resource’s scheduled hours that occur on or after the date selected and distributes them as allocations.
   • Before—This option takes only the resource’s scheduled hours that occur on or before the date selected and distributes them as allocations.
   • Between—This option takes only the resource’s scheduled hours that occur between the two dates selected and distributes them as allocations. Any scheduled hours on the selected dates are also included.
5. If you selected an option that requires a date, select a date—or date range—to indicate which scheduled hours you want to create allocations for.
   
6. Indicate under Allocation Type if you want to create Soft or Hard allocations.
7. Select Create Allocations. The allocations appear on the Resource Center timeline for the resource.