Clarity

  • 1.  Automation of Allocation From Estimates

    Posted Sep 26, 2013 01:55 AM
    Has any one auotmated the feature of "Allocate from Estimate" instead of selecting this option in each project for each resource manually?

    If so, please provide the steps for the same.

    We looked into the OOTB job "Update Allocation from Estimates". But, this job is not updating allocations for all the changed ETCs. Let me know if we need to take care of anything before using this job.

    Can this job be used instead of automating the above mentioned feature?


  • 2.  RE: Automation of Allocation From Estimates
    Best Answer

    Posted Sep 26, 2013 03:08 AM
    Hello,

    The Update Allocation from Estimates Job should work. It updates team allocation to match remaining ETC starting from team member ActThrough date. This job is available only for projects. The job updates the allocation values only for active projects and ignores all inactive projects. Allocation from Estimates will not update Allocation previous to the Actuals Thru Date.
    Are there any specific instances this job is not updating the changed ETCs?

    Regards
    Chandrani


  • 3.  RE: Automation of Allocation From Estimates

    Posted Sep 26, 2013 05:00 AM
    There is some more info in the thread
    5450734

    Martti K.


  • 4.  Re: Automation of Allocation From Estimates

    Posted Nov 15, 2017 04:13 PM