Manage user and role allocation hours on tasks

recommendation-more-help

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers. The same features will also be available in the Production environment for all customers starting with a week from the Preview release.

For more information, see Interface modernization.

Allocation hours represent the total amount of time an assigned resource is planned to work on a task. The hours represent the time that a user is allocated on one given day or weekday, week, or month throughout the duration of the task.

You can modify the allocation hours when you make advanced assignments on a task.

NOTE
When assigning users to work, their availability according to their schedules affects the Planned and Projected Dates of tasks and issues. For information about schedules, see Create a schedule.

Access requirements

Expand to view access requirements for the functionality in this article.
table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header
Adobe Workfront package Any
Adobe Workfront license

Standard

Work or higher

Access level configurations Edit access to Tasks
Object permissions

Contribute or higher permissions to the task

Edit permissions to update allocation hours in the Edit Task box when editing tasks using the old experience. You can no longer manage allocation hours in the Edit task box when editing tasks in the new experience.

For information, see Edit tasks.

For information, see Access requirements in Workfront documentation.

Considerations for modifying the allocation hours for a task

IMPORTANT
After you manually modify the allocations for each assignment on tasks, the Planned Hours of the tasks might update accordingly. For more information, see the section Update task Planned Hours when managing user allocations in the article Planned Hours overview.
  • The total of hours allocated to individual resources assigned to the task represents the Planned Hours of the task.

  • If there is one user or role assignment to a task, the amount of hours allocated to the user or role matches the Planned Hours of the task.

  • In the case of multiple assignments, each user or job role is assigned an equal amount of hours to work on the task, by default, if the task Duration Type is Simple. For more information, see the following articles:

  • When the task has a Simple Duration Type, you can manually change the amount of allocated hours for each user or job role to indicate that some of the task assignees might have more time to work on a task than others.

  • You cannot modify the amount of hours allocated to teams assigned to tasks.

  • You cannot manually modify the user or job role allocation for issues.

  • You can also manage daily, weekly, or monthly allocations of users to tasks or issues by using the Workload Balancer. For more information, see Manage user allocations in the Workload Balancer.

Modify the user or role allocation hours for a task

  1. Go to a task for whose assignments you want to change the allocation hours.

  2. Click the Assignments area in the task header, then click Advanced.

  3. Ensure that the Duration Type of the task is Simple.

  4. Modify the Allocations field for each task assignee. These are overall allocations for each assignment to this task, for the entire duration of the task. This might also update the overall Planned Hours of the task.

    Modify allocations

  5. Click Save.

5f00cc6b-2202-40d6-bcd0-3ee0c2316b43