% allocation at parent row

emmap

I have a project plan using Resource Management. I would like to see the % allocation rolled up at the parent level in the project plan (not in resource mgmt) from the tasks below. Is this possible to do?

Thank you.

Rich Coles

Hi @emmap - this won't roll up natively like it does for the % complete column. The % complete column calculates automatically based on dependencies being enabled, but the % allocation doesn't follow the Gantt / dependency rules. But this does mean you can write a formula to calculate the value from the children. So you could add a simple formula such as =SUM(CHILDREN()) if that gave you the result you are after. Or make it more complex as per your needs, ie if it is weighted relative to the tasks, etc.

Personally, I avoid having formulas that aren't column formulas where possible as it means you have to be vigilant they haven't been deleted or are added for new rows (when not in sequence), so if I were to do this, I would add a further column that I can apply a column formula to, reading off the manual % allocation column.

All comes down to what you're trying to achieve!

Matt Johnson

Hi @emmap

If you have dependencies turned on in the Project Plan then it should rollup at the parent level. You can check that by going to the Gantt view and then clicking on the settings wheel in the upper right.

As for the "not in resource mgmt" comment, I think once you get the dependencies turned on/corrected then I think this part will work itself out. But if not, reach back out.

I hope that helps.

Matt

emmap

Hi Matt,

Thanks for getting back to me. I have dependencies already enabled, but it still isn't working. I've taken some screenshots to see if you can spot the issue. Thank you. Emma

Dependencies.png

Project plan with allocated.png

Resource mgmts.png

Rich Coles

Hi @emmap - this won't roll up natively like it does for the % complete column. The % complete column calculates automatically based on dependencies being enabled, but the % allocation doesn't follow the Gantt / dependency rules. But this does mean you can write a formula to calculate the value from the children. So you could add a simple formula such as =SUM(CHILDREN()) if that gave you the result you are after. Or make it more complex as per your needs, ie if it is weighted relative to the tasks, etc.

Personally, I avoid having formulas that aren't column formulas where possible as it means you have to be vigilant they haven't been deleted or are added for new rows (when not in sequence), so if I were to do this, I would add a further column that I can apply a column formula to, reading off the manual % allocation column.

All comes down to what you're trying to achieve!

emmap

Thank you Richard, I shall do that. I don't know why I didn't think of it before!