Show role allocation for projects and initiatives in the task list
After you connect projects and initiatives, you can manage their resource allocation side-by-side to ensure they match. This avoids overallocating or underutilizing them.
This article describes how you can reconcile resources using the Role Allocation panel in the task list of a project.
For general information about reconciling resources between projects and initiatives, including prerequisites, see Overview of reconciling resource allocations between projects and initiatives.
Access requirements
You need to following:
*To find out what plan, license type, or access you have, contact your Workfront administrator.
Show role allocation for projects and initiatives in the task list
If your company has purchased a Workfront Scenario Planner license, you can reconcile the resource allocations between the initiative and the project linked to it in the Tasks section of the project.
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(Conditional) Connect a project with an initiative using one of the methods described in the Show role allocation for projects and initiatives in the task list of this article.
note important IMPORTANT If you make changes to resources on the initiative, you must re-publish the scenario that the initiative belongs to in order for the latest resource information from the initiative to update on the project. -
Go to the project where you want to review the allocation of job roles for the project as well as for the associated initiative.
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Click Tasks in the left panel.
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Click the Show role allocation icon
The Role Allocation panel displays.
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Review the following information in the Project Totals area of the Role Allocation panel:
table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header Job Role The names of the job roles associated with any of the following:
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tasks on the project
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issues on the project
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initiative linked to the project
Initiative Hours The number of required hours associated with each job role on the initiative for the total duration of the initiative. Planned Hours The number of Planned Hours associated with each job role in the tasks or issues on the project for the total duration of the project. Variance The difference between the hours required on the initiative and the planned hours associated with work on the project. Workfront calculates the Variance using this formula:
Role Allocation Variance = Initiative Hours - Planned HoursWhen resources are planned for more hours than required on the initiative, the Variance is negative and it displays in red. This means your resources are overallocated.
note tip TIP Planned Hours from the project do not display in the following scenarios: - When tasks or issues are not assigned to job roles, or users with a job role associated with them.
- When tasks or issues have a Duration of zero.
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(Optional) If the Variance column shows that your resources are overallocated, adjust one of the following:
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Lower the number of Planned Hours for one job role that shows overallocated or add more resources to the tasks and distribute more Planned Hours to the new resources. You can update assignments or the number of Planned Hours on tasks or issues when editing them. For more information see the following articles:
note note NOTE You must have additional access and permissions to edit tasks and issues. -
Increase the number of required hours for the role that shows the overallocation on the initiative. For more information, see Create and edit initiatives in the Adobe Workfront Scenario Planner.
note note NOTE You must have additional access and permissions to edit plans.
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