Over-allocation Alert

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  • Updated 3 months ago
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I understand that the over-allocated alert is set to 40 hours per week and cannot be adjusted. It would be helpful have the ability to adjust this threshold to a number that is unique to our company. 
Photo of Nottingham, Nicole

Nottingham, Nicole

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Posted 3 months ago

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Aashnee Kamboj, Community Moderator

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Hi Nicole,

The over Allocation limit is decided based on the schedule assigned to the users. If I understand correctly, you would want the over allocation to be separate from their scheduled hours.
Photo of Nottingham, Nicole

Nottingham, Nicole

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Yes. The schedule is set to 40 hours per week. We are wanting to change the over allocation limit to 35 hours per week.
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Aashnee Kamboj, Community Moderator

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Thank you for the confirmation Nicole,

As for now the over allocation limit is setup according to the schedule assigned to the users. We will have our team look into the possibility of adding the option of having a different way of setting the over allocation limit.
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Richard, Design Team Manager

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I am assuming you are talking about the over allocation indicator on our resource pages (red  in the top right corner) which appears when the user has more time allocated than is available in their work schedule:


Unfortunately in this case we do not have a way of adjusting when it appears.  I understand that often it is not desirable to allocate all the time a user is scheduled to work, most people have some time needed for overhead or like to leave some time for unplanned activities.

What many of our customers do for this is to use a project to model the time they want to leave as overhead.  For example if I want to have 5 of the 40 hours my employees work each week unallocated so it can be used for overhead, I would Create an "Overhead" project (status to Tentative because I do not want it to be used for time tracking), then allocate my employees to have 12.5% of their time allocated to it.  This way I get the Overhead allocations adding to my regular project allocations, resulting in the allocation indicator appearing after 35 hours of regular project allocations.  This also has a nice side effect of making the overhead more visible and manageable (you can make adjustments to the overtime allocation as needed).
Photo of Nottingham, Nicole

Nottingham, Nicole

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Hi Richard,

Thanks for the reply. This makes sense and we do have overhead projects setup for each department so people can log their time toward overhead when they need it. 

Can you explain how the indicator would then be triggered at 35 hours, instead of 40? I'm having a hard time wrapping my head around that...