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. This can be updated with a 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.
6. Modify the allocation values accordingly.
7. Click Save to confirm.

Project Gantt

1. With Expanded View selected, click the Gantt bar to view more information on the person in the role.
2. 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.
8. Modify the allocation values accordingly.
9. Click Save to confirm.

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. 

• 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.