ResourceFirst 8.5 Knowledge Base

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Data Settings – Allocation Options

This article describes the Data Settings dialog which controls several formatting and calculation operations.


The Data Settings dialog is launched by clicking the main toolbar icon with a tooltip “Options”:


Show Allocation Colors – Turn resource supply-demand gap highlighting on or off on the Assignments page and any page that shows colors for level of shortfall.

Cost Calculation

Apply User Cost Rate – On the currency page of Administration, there is an option to include a “user” rate in addition to the standard rate. If this option is checked, the alternative “user” rate is used in labor cost calculation.

Cost in Default Currency – Convert all country-specific labor costs to the default currency.

If labor assignments are associated with a country and the countries have an associated currency, labor costs displayed on the assignment page are expressed in the country-specific currency.

If there are multiple currencies, the row and column totals are incorrect.

If this checkbox is checked, all currencies are converted to the default and the totals are accurate and meaningful.

Allocation State Filter 

By default, assignments with any effort state are included in calculations.

If you have an Effort State value “Proposed”, you may want to exclude proposed assignments in resource supply-demand allocation calculations.

This impacts the Assignments page, Demand page, and any page that shows allocation, shortfall, and supply-demand gap colors.

For more on Effort States, see Administering Lists (in the section on Effort States) and Server Settings and General Defaults (in the section on the Allocation Algorithm).

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