How is the Average Allocation Percent Attribute Calculated?

Document ID : KB000052381
Last Modified Date : 14/05/2018
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The attribute appears on the Resource- Allocations: Summary page as well as Team Staff and Detail pages with a column header named 'Average Allocation %' when added to portlet layout configuration.

The values are not the same as the 'Default Allocation %' (formerly known as '% Allocation') attribute.

Steps to configure portlet layout from Resource->Allocations:

  1. Log in to PPM as a user with access to see Resource profiles.
  2. Go to Home->Resource Management->Resources.
  3. Click on a Resource.
  4. Click on the Allocations tab
  5. Click on Options (Gear icon) on the right hand side then click Configure.
  6. From the List Column Section, in the Available Columns, select the Average Allocation % field and move this to Selected Columns 
  7. Click Save and Return

How is the Average Allocation Percent (%) field calculated?

    It is the average percent over the effective duration of the allocation. It matches the 'Default Allocation %' if there are no exception allocation segments defined. Therefore, it is the average of all the allocation segment percentages for each investment in the Resource Project Allocation portlet. To change allocation segments, click on the 'properties' icon for one of the rows within this portlet.

    • The Average Allocation % is none-editable, computed, virtual attribute.
    • It is not a stored value that can be directly accessed in a table.
    • It is only available for grids using the 'Team Allocations' system-data provider.
    Additional Information:
    ​​Reference: KB000095684 - % Allocation not automatically calculated
    Reference Manage Resource Allocation for more details on PPM Allocations including Default Allocation