Back to Mavenlink.com Blog Tour Status

Shift Allocations

Available in: Enterprise and Premier

If you have an upcoming project that needs to be pushed back a few weeks due to unforeseen circumstances, Mavenlink makes it simple to individually shift all allocations for a single resource or shift all allocations for the entire project.

Note: Mavenlink does not currently support dependencies between different resource allocations.

Step-by-Step

How to Shift All Project Allocations

  1. Hover over Planning on the left-side nav bar and select Master Planning.Planning-Left-Side-Nav-Bar.png
  2. On the Master Planning page, select Project from the Group By drop-down menu.Project-Drop-Down.png
  3. To shift all allocations for a project, find it in the Resources List and then click on the project summary bar in the timeline.Project-Summary-Bar-2.png
  4. On the Shift All Project Allocations dialog box, you’ll notice that the earliest allocation start date for this resource is displayed.Shift-All-Project-Allocations-Calendar.png
  5. 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.
  6. When you are finished, click Save to shift all your resource allocations. Otherwise, click Cancel.

Save-Button.png

Step-by-Step

How to Shift All Allocations for a Single Resource

  1. Hover over Planning on the left-side nav bar and select Master Planning.Planning-Left-Side-Nav-Bar.png
  2. On the Master Planning page, click the More Resource Options icon (“   ”) to the right of any resource name and select Shift All Allocations.More-menu-Shift-All-Allocations.png
  3. On the Shift All Resource Allocations dialog box, the earliest allocation start date for this resource is displayed. For example, although the current month might be January, the original allocation for this resource may have been established last November.Shift-All-Resource-Allocations-Calendar.png
  4. 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.
  5. When you are finished, click Save to shift all your resource allocations. Otherwise, click Cancel.Save-Button.png


Rules

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.

Shift-Allocations-ANI.gif

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).

Note: This behavior is similar to how Master Planning accounts for weekends and holidays when dragging a single allocation to a new position on the timeline.

Related Articles:

Step-by-Step:

Created on

Can't find what you're looking for?

Live Chat Submit a Ticket