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Manage user and role allocation hours on tasks

Access requirements

Expand to view access requirements for the functionality in this article.
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ÃÛ¶¹ÊÓƵ Workfront plan Any
ÃÛ¶¹ÊÓƵ Workfront license*

New: Standard

Current: Work or higher

Access level configurations* Edit access to Tasks
Object permissions

Contribute or higher permissions to the task

Edit permissions to update allocation hours in the Edit Task box

*For information, see Access requirements in Workfront documentation.

Considerations for modifying the allocation hours for a task

IMPORTANT
After you manually modify the allocations for each assignment on tasks, the Planned Hours of the tasks might update accordingly. For more information, see the section Update task Planned Hours when managing user allocations in the article Planned Hours overview.
  • The total of hours allocated to individual resources assigned to the task represents the Planned Hours of the task.

  • If there is one user or role assignment to a task, the amount of hours allocated to the user or role matches the Planned Hours of the task.

  • In the case of multiple assignments, each user or job role is assigned an equal amount of hours to work on the task, by default, if the task Duration Type is Simple. For more information, see the following articles:

  • When the task has a Simple Duration Type, you can manually change the amount of allocated hours for each user or job role to indicate that some of the task assignees might have more time to work on a task than others.

  • You cannot modify the amount of hours allocated to teams assigned to tasks.

  • You cannot manually modify the user or job role allocation for issues.

  • You can also manage daily, weekly, or monthly allocations of users to tasks or issues by using the Workload Balancer. For more information, see Manage user allocations in the Workload Balancer.

Modify the user or role allocation hours for a task

  1. Go to a task for whose assignments you want to change the allocation hours.

  2. Click the More menu next to the name of the task, then click Edit, then Assignments.

    Or

    Click the Assignments area in the task header, then click  Advanced.

  3. Ensure that the Duration Type of the task is Simple.

  4. Modify the Allocations for each task assignee. These are overall allocations for each assignment to this task, for the entire duration of the task. This might also update the overall Planned Hours of the task.

    Modify allocations

  5. Click Save.

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