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Splitting a Resource or Role Assignment

You can split resource or role units allocated to a project or WBS between two resources.

For example, you might initially assign all development work on a WBS to one resource, then decide you want to assign another resource to the WBS and split the units 50:50.

Another common use is when you are in the early planning stages of a project and are at the point of identifying roles needed for the project, but do not necessarily need to assign specific resources. For example, you determine that three full-time developers are needed to complete this project. On the Planning page, you can assign one developer role and assign the number of hours that would equal full-time work for three employees. As employees are identified for the role, use the split resource feature to reassign the workload.

To split units for a resource or role:

  1. Click "" Resources.
  2. On the Resources navigation bar, click "" Planning.
  3. On the Planning page:
    1. Customize the spreadsheet as described in Customizing the Resource Planning Spreadsheet.
    2. Click in the resource assignment row, then click "" Split resource assignment.
  4. In the Select a Resource dialog box:
    1. Select the resource between which you want to split the units.
    2. Specify what percentage of the units you want to allocate to the selected resource.

      Note: You can also split the units across a time range without assigning any percentage. For example, two resources might work for a task jointly: the first resource is allocated from Jan 4, 2010 (Start) to April 16, 2010 (End), the second resource is allocated from March 15, 2010 (Start) to April 16, 2010. The application splits the units between the two resources across the specified time range; the total units and timescale allocated units for both resources are recalculated and updated in the spreadsheet.

    3. If necessary, select the start date and finish date.
    4. Click Assign.

      Note: You can split the same assignment multiple times.

Related Topics

Resource Planning

About Resource Planning

Customizing the Resource Planning Spreadsheet

Assigning Projects or WBS Elements to Resources or Roles

Assigning Resources or Roles to Projects or WBS Elements

Modifying Resource or Role Assignment Dates

Allocating Units or the Percentage of Available Units to Resources or Roles

Synchronizing Resource Planning Dates

Categorizing Resource or Role Assignments using Status Codes

Exporting the Resource Planning Spreadsheet

Planning Page


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