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New Participant
April 11, 2025
Question

Lock or Freeze Allocations

  • April 11, 2025
  • 1 reply
  • 338 views

Is there a way to "lock" or "freeze" allocations to the day/week/month in which they are assigned even if the dates shift? Think of it like using a "$" in an excel formula to lock something in place. 

  • As a resource manager, I allocate the hours based on discussion with my team member. 
  • As a project owner, I added planned hours, added other users, or I adjusted the dates of the task because others need to start work earlier or end later.
  • The change made adjusts the allocation efforts the resource manager did. The resource manager set the allocations in the day/week/month specifically and does not want it to change. Can this be locked? 

1 reply

Doug_Den_Hoed__AtAppStore
New Participant
April 11, 2025

 

Hi @greta_12-25,

 

I've cued up this video to highlight a native-Workfront technique @scottmo1 and I developed (as part of our Lite-Brite solution) that I believe you could use to accomplish your "Lock or Freeze Allocations" requirement...particularly if you also consider using it in conjunction with Workfront's Baselines feature.

 

Regards,

Doug