Web Components Guide

Allocated Hours and Amounts

The Allocated column in the assignments subgrid displays the sum of all of the hours that the individual resources have been booked. The Allocated column on the PG is then the sum over the numbers in the column in the assignment subgrid. Finally, the sum of all of the Allocated hours is summarized on the job line. The Var column shows the difference between the Budget column and the Allocated column.

The Allocated column only sums over the hours bookings for task lines.

If you are interested in the sum over the amount bookings on the amount lines, you can add a similar set of columns that covers this. The Allocated Amounts column in the assignments subgrid displays the sum of all of the amount-bookings on the special Amount resource. The Allocated Amounts column on the PG is then the sum of the Allocated Amounts from all of the assignment subgrids. These are summarized at the top. Finally the Var Amount column shows the difference between the Amount column and the Allocated Amount column.

See Customizing Columns in Layouts for information about how to add columns.

You can either book resources directly on specific dates, or you can edit these columns to book resources on a task duration. When working in the main grid, you can only edit these columns on events with assignments. When either column is edited in the main grid, the new values are distributed as bookings to the child assignments as follows:

  • Blocked resources are excluded from distribution.
  • Any resource with employment duration that does not overlap with the task is excluded.
Note: When you edit the allocated hours/amount in these columns, a confirmation dialog displays to inform you that all existing bookings of the event will be overwritten.

In the main and detail grids, both columns are editable if:

  • The event is not an Amount line.
  • The project is editable.

  • The Web Components are not set as read-only.

These columns are editable only when the Allow changing allocated/allocated amount setting is enabled in the Web Admin Tool. It is also available only for users that have the Edit working hours and Edit amount privileges.