Split Allocation dialog

You use the Split Allocation dialog to specify the way in which the selected allocation is split into two separate allocations. You can use this dialog to split allocations at a specified duration, at a specified amount of effort, work quantity or cost (depending on the type of allocation and the way in which it is modelled), at a specified percentage of the duration, or at a specific date and time.

When you split an allocation, the allocation is divided into two or more allocations on the same bar. You can edit each allocation individually. The resulting allocations retain the properties of the initial allocation. For example, any codes that were allocated to the initial allocation are allocated to the resulting allocations.

To access the Split Allocation dialog, right-click an allocation, select Split/Join from the popup menu that appears, then select Split.

Field Description
Name The name of the allocation.
Effort/Work/Quantity/Cost

The amount of effort, work, quantity or cost recorded against the allocation.

 

The type of allocation and the way in which it is modelled determines which field is displayed on the dialog:

  • The Effort field is displayed for Effort on Allocation and Effort Activity Budget-modelled permanent resource allocations.
  • The Work field is displayed for Work on Allocation and Work from Task-modelled permanent resource allocations.
  • The Quantity field is displayed for consumable resource allocations.
  • The Cost field is displayed for cost allocations.
Allocation start The date and time at which the allocation starts.
Allocation finish The date and time at which the allocation finishes.
Split by duration

Click this radio button to split the allocation into two at the duration you enter in the field to the right, for example 2h or 3w.

 

For example, if you split a 10 day allocation at 2 days, the allocation is divided into a 2 day allocation and an 8 day allocation.
Split by effort/work/quantity/cost

Click this radio button to split the allocation into two at the amount of effort, work, quantity or cost you enter in the field to the right.

 

The type of allocation and the way in which it is modelled determines which field is displayed on the dialog.
Split by percentage

Click this radio button to split the allocation into two at the duration percentage you enter in the field to the right, for example 25 or 70.

 

For example, if you split a 10 day allocation at 30%, the allocation is divided into a 3 day allocation and a 7 day allocation.
Split at date Click this radio button to split the allocation into two at the date and time you enter in the field to the right.

How do I...

  1. Click the Split by duration radio button.
  2. Enter the duration at which you want the allocation to be split, for example 3w or 4h.
  1. Click the Split by effort/work/quantity/cost radio button. The type of allocation and the way in which it is modelled determines which of these fields is displayed.
  2. Enter the amount of effort, work, quantity or cost at which you want the allocation to be split.
  1. Click the Split by percentage radio button.
  2. Enter the percentage of the duration at which you want the allocation to be split, for example 20 or 75.
  1. Click the Split at date radio button.
  2. Enter the date and time at which you want the allocation to be split. The allocation is split at the precise date and time that you specify.

Related Topics:

Working with dialogs

Splitting and merging tasks and allocations