The Resource Shaping tool allows Account Administrators and Report Viewers to create rough-cut resource plans by defining the weekly allocations of your resources across multiple projects. This makes mass resource planning easier, allowing you to define a resource’s work week and apply hours automatically.
The Resource Shaping tool can be found in Master Planning, the Scheduling section of the task Details panel, and Projects > Resource Planner.
The Resource Shaping tool offers the following distribution options:
Front Load—This option will fill the workweek greedily, allocating up to 8 available hours per day, 40 hours per week, going forward until it has consumed the planned or estimated hours allowance entered for the assignee.
Distribute Evenly—Distributing evenly will spread the remaining estimated or planned hours evenly per day or week across the defined date range. For example:
- If 10 hours are evenly distributed over 5 days, it will add 2 hours to those days above any manual hour allocations.
- If 80 hours are evenly distributed over 4 weeks, it will allocate 20 hours per week for each of those weeks on top of any manually allocated hours.
Back Load—Backloading will fill the workweeks greedily, starting from the last week of the date range and allocating up to 8 hours per day, 40 available hours per week, going backwards until it has consumed the hours allowance entered for the assignee.
Consume Set Amount—This option sets the hours allocated per day or week in the date range. For example:
- Entering 10 hours per day will set each day to 10 hours, regardless of prior manual allocation.
- Entering 20 hours per week will set each week within the date range to 20 hours, regardless of prior manual allocation.
If you have feedback or need support, we’d love to hear from you; contact our team at firstname.lastname@example.org.