Overview of reconciling resource allocations between projects and initiatives

You can assign users, teams, and job roles to work items on a project and you can assign job roles to initiatives. As a result, you can only reconcile job roles between projects and initiatives.

TIP

To reconcile the users’ time on a project with role allocations on the initiatives you must associate users with job roles.

You can view initiative job role allocation on a linked project in the following areas of the project:

• Scenario Planner section of the Project Details area on a project. For more information, see the following articles:

  • Update or create projects by publishing initiatives in the Scenario Planner
  • Manage information in the project Overview area
  TIP

  You cannot see job role information from the project and the initiative side-by-side in the Scenario Planner section of the Project Details.

• The Role Allocation panel in the following areas:

  • Workload Balancer of the project

    For information about how to view and reconcile the allocations of roles between the initiative and the linked project in the Workload Balancer, see Show role allocation for projects and initiatives in the Workload Balancer.

  • Tasks section

    For information about how to reconcile the allocations of roles between the initiative and the linked project in the Tasks section, see Show role allocation for projects and initiatives in the task list.

  TIP

  You can see job role information from the project and the initiative side-by-side in Role Allocation panel.

You cannot view job role allocation for a project on a linked initiative. For more information, see Import projects to plans in the Scenario Planner.