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Overview
The Allocations Window is where project managers make allocations to the WBS levels of a project. Allocations must be defined at the lowest level of the project. In the initial planning stages of a project, allocations typically represent the initial budget. As the project progresses, the allocations can be altered if desired. Additionally, Estimates to Complete can be entered against allocations. In the planning stage, Estimate to Complete will default in from the allocations amount.
Key Concepts
| • | All Project Planning entries "Auto-save" once you leave the field. This eliminates having to save individual sections. |
Field Descriptions
Button Descriptions (Top of Grid)
| • | Refresh - Refreshes the currently loaded data. |
| • | Sprocket icon (Column Chooser) - By clicking on this button, a window will appear that allows you to select the columns that you would like to see in your Project section. For a description os the available columns follow this link: More on Column Chooser Columns |
Button Descriptions (Bottom of Grid)
| • | Grid icon (Grid View) Button - By clicking on this button, the Allocations window will display in the grid view. |
| • | Chart icon (Chart View) Button - By clicking on this button, the Allocations window will display in the chart view. |
Allocations Grid
| • | Code - Code of the Project Level |
| • | Name - Name of the Project Level |
| • | Alloc. Units - Allocated Units (Hours for labor / Units for non-labor). |
| • | Alloc. Amount - Allocated Dollars |
| • | ETC Units - Estimate to Complete Units (Hours for labor / Units for non-labor). |
| • | ETC Amount - Estimate to Complete Dollars |
| • | Rate - Displays the Labor Rate for Labor and the Cost or Marked Up rate for Expenses. This is driven by the "Budget By Rate" located in the Project Plan Settings. More on Project Plan Settings |
| • | % of Budget - Percentage of Budget that the Allocation represents. When filled out, the allocation will look at the Budget Amount from the Project grid to calculate the figures. |
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