Individual User Percentage Limits for Allocation

Under the User Profile > Resource Info tab, work allocation and capacity has four settings, three of which are used for advanced allocation reporting...

Percent Allocation

• Percent Allocation is the percent Admins will want to use if they want to have different allocations on a project-by-project basis
• Value is the % defaulted to the user when assigned to a project - appears as "Def % Alloc" on the Project Resources page. Changing the % in the profile will not revert the Def % Alloc on past projects, it will only effect newly created projects
• Value is an optional Row in Allocation reports (called % Allocation) but will not effect Over Allocation graphs in the Resource Allocation Reports
• Value may be changed on a project-by-project basis
• More information on usage of this value and changing it at the project level can be found in the Add Resources to Projects section

Utilization Percent

• Utilization Percent is often thought of as a target for resource utilization - which is why it is called Target Utilization in Resource Allocation reporting
• This value will indicate what % of the User's Work Schedule that can possibly to be assigned to work
• If left blank, the default % for Utilization will be used in the Capacity & Allocation Add-On config
• Value will not effect Over Allocation graphs in the Resource Allocation Reports

Capacity Percent

• Capacity Percent is the threshold for overallocation in the Resource Allocation Reports - it is the most commonly used setting here because it will drive the red indicators in allocation reporting
• Value is % of the User's Work Schedule that can be assigned to work without going Over Allocated in allocation reporting
• If left blank, the default % for Capacity will be used in the Capacity & Allocation Add-On config

Capacity Percent Max

• Capacity Percent Max is an informational %, it is the threshold that generates an Over Allocation Alert when exceeded
• Value will not effect Resource Allocation Reports beyond alerts within the scheduling interface and email notifications when exceeded

Want to Check the Math?

Scenario: I set each of my Resources to 89% capacity and I want a report to visually represent if they are over-allocated to that capacity.

1. Set the Capacity Percent in the Resource Profile and/or the Capacity Percent Default on the Resource Allocation Configuration page
2. Set up Project Resource Allocation Report
   • Include the Work and Capacity rows in "Row Selections"

1. • Run the report!
2. Note that the Work Hours is 1,800.00 and the Capacity is 1,808.48
   • The capacity is being calculated for you (as 89% of your total work schedule)
3. Hover over the Work Hours to see the % Allocation - 99.53%
4. Since the % Allocation is not over 100%, my Resource is not over-allocated
   • Note: PI is calculating that the Resource is 99.53% Allocated from their Capacity (1,800/1,808.48)
   • If it is over 100%, the number will appear in red