Direct Answer: How to Allocate Resources to Teams in OnePlan
To allocate a resource to a team in OnePlan, add the resource to the team in the Resource Center, then click into the Allocation field and enter a percentage for a fixed, ongoing allocation. For allocations that change over time, click the Time-Phased Allocations icon next to the team on the Teams list, add resources from the Add Resource drop-down, set a date range, and enter allocation percentages per month, quarter, or year — either manually or using the Allocate form.
What This Article Covers: Resource Teams
This article explains the two ways to allocate resources to a team in the Resource Center: setting a fixed Total Allocation percentage that applies as long as the team exists, and configuring Time-Phased Allocation so a resource’s percentage can vary across a date range. It also covers the Allocate form used to spread a percentage evenly across multiple periods.
What you will accomplish: By the end of this article, you will be able to set a resource’s total allocation percentage to a team, and configure time-phased allocation percentages for resources across custom date ranges.
Before You Begin: Resource Teams
- Confirm you have a OnePlan account with Manage Resources permissions.
- Create the team and add the resources you want to allocate to it before setting allocation percentages. See How to Create a Team in OnePlan.
- If the resources you want to allocate have not yet been added to OnePlan, see How to Add Named Resources in OnePlan or How to Add and Categorize Generic Resources in OnePlan.
- If you need to update a field across many resources at once instead, see How to Bulk Edit Resources in OnePlan.
Why This Matters: Resource Teams
Total allocation for consistent commitments
Setting a Total Allocation percentage is useful when a resource’s commitment to a team does not change. Once set, the resource is always allocated that percentage to the team, for as long as the team exists.
Time-phased allocation for changing needs
Time-Phased Allocation lets you model a resource’s commitment to a team as it changes across specific months, quarters, or years — for example, when a resource ramps up or down on a team over a defined project period. This gives administrators a way to reflect realistic capacity plans instead of a single static percentage.
Step-by-Step: Allocating Resources to Teams in OnePlan
Task: Allocate by Total Percentage
Add a resource to a team. See How to Create a Team in OnePlan if the team doesn’t exist yet.
-
Click into the Allocation field for the desired resource, then enter the allocation percentage into the field.
In this example, 50% of Amanda Crew’s capacity, 33% of Steven Tobolowsky’s capacity, and 100% of Tina Shirk’s capacity are allocated to the team. These resources will always be allocated the specified percentage to the team, as long as the team exists.
Click Create or Save to save the allocation updates to the team.
Task: Allocate by Time-Phased Schedule
Create and save your team. See How to Create a Team in OnePlan. Once you click Create, you will return to the Teams list.
Back on the Teams list, click the Time-Phased Allocations icon next to the team name. The Team Allocation form will open.
-
From the Add Resource drop-down, select the resource you would like to add time-phased allocations for. The selected resource will be added to the allocations list below. Repeat until all of the desired resources are added to the allocations list.
[!NOTE] You can add as many resources from your team as you wish and create time-phased allocations for all of them.
-
Click the Dates menu and select the date range you would like the time-phased allocations to fall within. You can set the allocations on a Month, Quarter, or Year basis, then select from a preset date range — Last Year, This Year, Next Year, or Next 5 Years — or create a Custom Range. Once the date range is set, click Apply, and the allocation list view will update to match your date settings.
For example, allocating monthly with a custom date range of December 2023 through May 2024:
-
Enter the allocation percentages for the resources. There are two ways to do this:
-
Click into the cells for the resource and manually enter the allocation percentages. This method is useful if the resource will be allocated differently month-to-month (or quarter-to-quarter, or year-to-year).
In this example, Dwight has been allocated to the team 30% in December, 20% in January, 40% in February, 50% in March, 50% in April, and 33% in May.
-
Check the checkbox next to the desired resource, then click the Allocate button to open the Allocate form. The Allocate form allows you to select a Start Date and End Date, and a % Allocation. The allocation percentage set will apply equally to each month/quarter/year between the start and end dates.
In this example, Tina has been allocated to the team 45% for December 2023 through April 2024.
-
Frequently Asked Questions: Resource Teams
Q: What is the difference between total allocation and time-phased allocation?
A: In OnePlan, total allocation sets a single percentage that applies to a resource on a team for as long as the team exists. Time-phased allocation lets you set different percentages across specific months, quarters, or years within a date range you define.
Q: On what basis can I set time-phased allocations?
A: In OnePlan, time-phased allocations can be set on a Month, Quarter, or Year basis, using preset ranges (Last Year, This Year, Next Year, Next 5 Years) or a Custom Range.
Q: Can I apply the same allocation percentage across several periods at once instead of entering each one manually?
A: In OnePlan, yes. Check the checkbox next to a resource, click Allocate, and enter a Start Date, End Date, and % Allocation. The percentage is applied evenly across every period between those dates.
What to Do Next: Resource Teams
Add resources before allocating them to a team:
Manage resources at scale:
Review the full process:
Comments
0 comments
Article is closed for comments.