Manage user or role allocation percentage on tasks
Allocation percentage represents the amount of time an assigned resource is planned to work on a task in a day. It is the percent of a work day (according to the user or project schedule) at which a resource is allocated throughout the duration of the task.
Access requirements
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|---|---|
| Adobe Workfront plan | Any |
| Adobe Workfront license* |
New: Standard Current: Work or higher |
| Access level configurations | Edit access to Tasks |
| Object permissions |
Contribute or higher permissions to the task Edit permissions to update allocation percentage in the Edit Task box |
*For information, see Access requirements for Workfront documentation.
Considerations about modifying percent allocations for tasks
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Users are allocated an equal percentage of time to tasks they are assigned to, by default.
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You can manually modify the allocation percentage for users and job roles assigned to tasks only when the Duration Type of the task is Calculated Work or Effort Driven.
For information, see Overview of Task Duration and Duration Type.
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You cannot modify the percent allocation for teams assigned to tasks.
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You cannot modify the percentage allocation for users and job roles assigned to issues.
Modify the user or role percent allocation for a task
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Go to a task for whose resources you are changing the percent allocation.
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Click the More menu
Or
Click the Assignments area in the task header, then click Advanced.
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Ensure that the Duration Type of the task is one of the following:
- Calculated Work
- Effort Driven
note tip TIP - For the Calculated Assignment Duration Type, Workfront uses the following formula to calculate the allocation percentage of each assignee:
Allocation Percentage = (Work Required / Number of days in the Duration) / Number of hours per work day / Number of assignees. - For the Simple Duration Type, you can estimate the hours assigned to each resource, not the allocation percentage.
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Click Assignments, then modify the Allocations for each task assignee.
You can only modify the allocation percentage for user and job role assignments.
You cannot modify the allocation percentage for a team assigned to a task.
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Click Save.