How does the Shift Allocation action work?

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

On the Classic UI, when going to the team tab, there is a Shift Allocation action that can be called

How does this action work?

Resolution

Please see the team allocation scenario below to understand how the action works:

Team member allocations:

09/11/2016 till 16/11/2016 at 100% (This makes 6 working days)

17/11/2016 till 16/11/2016 at 20% (This makes 2 working days)

20/11/2016 till 25/11/2016 at 40% (This makes 5 working days)

Click on Actions > Shift Allocation

Give the Shift to Date as of 16/11/2016

This pushes the allocation segments for a week with an end result of (maintains % and working days):

16/11/2016 till 23/11/2016 at 100% (This makes 6 working days)

24/11/2016 till 26/11/2016 at 20% (This makes 2 working days)

27/11/2016 till 02/12/2016 at 40% (This makes 5 working days)

Click on Actions > Shift Allocation

Give the Scale Allocation % By > 20%

This maintains the allocation segments' working days and increases the allocation %

16/11/2016 till 23/11/2016 at 120% (This makes 6 working days)

24/11/2016 till 26/11/2016 at 24% (This makes 2 working days)

27/11/2016 till 02/12/2016 at 48% (This makes 5 working days)

Click on Actions > Shift Allocation

Give the Shift Cut-off Date as of 30/11/2016

This maintains the allocation segments' working days and shortens the segment where the cut-off date falls in

16/11/2016 till 23/11/2016 at 120% (This makes 6 working days)

24/11/2016 till 26/11/2016 at 24% (This makes 2 working days)

27/11/2016 till 30/11/2016 at 48% (This makes 3 working days)

How is the Allocation figure get calculated?

With the latest data available on the example, the calculation would be:

120 x 6 /100 > 7.2 days

24 x 2 / 100 > 0.48 days

48 x 3 / 100 > 1.44 day

Total of 9.12 days of allocation