Bridgit Bench - How do I create a custom allocation?

Q: How do I create a custom allocation?

A: Custom allocation is used to further breakdown a person’s availability. Allocations can be updated by phases, custom date range, or on a weekly/monthly basis.

Project List

1. Select the required project.
2. In the Roles section, scroll to the requested role.
3. Click the edit pencil under the % column.
4. The allocation can be updated by changing the percentage or clicking the three edit dots, which will open the Customize Allocation window.
5. Select the Allocation breakdown - custom range, monthly, or weekly.
   • Allocation breakdown by Phases will be an option if the project has phases.
6. Modify the allocation values accordingly.
7. Click Save to confirm.

The following video demonstrates how to create a custom allocation using the monthly breakdown (no phases on the project):

Project Gantt

1. With View Roles enabled in the Gantt settings, click the Gantt bar to view more information on the person in the role.
2. From there click on the person's photo to visit their profile. 
3. Select the required project.
4. In the Roles section, scroll to the requested role.
5. Click the edit pencil under the % column.
6. The allocation can be updated by changing the percentage or clicking the three edit dots, which will open the Customize Allocation window.
7. Select the Allocation breakdown - custom range, monthly, or weekly.
   • Allocation breakdown by Phases will be an option if the project has phases.
8. Modify the allocation values accordingly.
9. Click Save to confirm.

The following video demonstrates how to create a custom allocation using custom range (no phases on the project):

Adding a Role Using Phase Dates

Any Roles that have been created in the Project Settings can be added to a project. Roles can also be set up with phase dates if the project has phases. 

1. Under the requested project, click Add a Role. 
2. Select the role from the list. 

3. Under Quick Options, there is a dropdown that will display available phases. The default choice will be the entire project. If you do not see Quick Options, this means your project does not have any phases set up yet. 

   

4. Click the three edit dots to customize allocations by phase dates. 
5. The Custom Allocation window will display the selected phases as well as the overlapping dates. Allocation breakdowns can also be set by custom range, monthly, or weekly. Click Save to confirm. 
6. Click Save to add the role to the project. 

0% Allocation

Some roles aren't necessarily required for a continuous period of time on a project. When a role is set to 0% allocation, this means that the role is not required on the project at that time. 

• For example, a Project Manager may be on a project for Pre-construction and Construction phases but there is a two-month gap between the phases due to a delay in permits.

0% allocation is set via Custom Range in the Customize Allocation window.

Using this method will help ensure accuracy with role counts.