Unable to edit the Allocation for a Team Member on a project

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

Even though "Allow Editing" is checked for the Allocation attribute on the Team Staff and Team Detail pages, you cannot edit Allocations. On the Team - Detail page, it allows you to edit the field, but your change is not saved. 

Steps to Reproduce:

Method 1: Team - Staff page:

1. In Clarity, go to a project's Team tab which takes you to the Team Staff page 
2. Click on the Allocation field for a team member to attempt to edit their allocation 

Expected Result:  The Allocation field becomes editable and you are able to update the resource's allocation to a different value 

Actual Result: The field is read-only, and you are unable to edit the allocation 

Method 2: Team - Detail page:

1. In Clarity, go to a project's Team tab, and from the Team tab select Detail 
2. Click on the Allocation field for a team member to attempt to edit their allocation 
3. Change the Allocation value and click Save 

Expected Result:  The Allocation value is saved successfully  

Actual Result: The Allocation value reverts back to the original value prior to edit.

Cause

The allocation field is a calculated field and cannot be edited manually.

Resolution

The only way to modify the Allocation field is to change the Default Allocation % field. The Default Allocation % field computes the Allocation field by taking the Allocation value and multiplying it by the Allocation percentage. For example, if the Allocation value is 512 and the Allocation % is 100%, if you want the Allocation value to be changed to 128, change the Default Allocation % to 25. To figure out what the Allocation % should be to get your value, divide the value you want the Allocation to be (128) by the current Allocation value (512) to get 128/512 = .25 (enter it as 25 for Allocation % since it is a percentage value). 

Tip: If one or more of the fields mentioned in this KB isn't displayed in your column list, to add it:

1. Select the Options wheel in the right-hand corner of the page, then Configure
2. Select the attribute in 'Available Columns' and move it to 'Selected Columns'
3. Click 'Save and Return'