PSA: Smart Allocation Closure for Completed Projects

What’s New?

Project Managers and Resource Managers no longer need to manually end allocations when a project wraps up. With this new update, the system prompts you to automatically end all active resource allocations the moment a project is marked as Completed. This ensures clean data, reduces manual effort, and keeps PSA resource planning streamlined and accurate.

Who Benefits from This?

• Project Managers struggling with outdated plans

• Resource Managers needing accurate availability data

• PSA Admins focused on maintaining data hygiene

Why This Matters

• PMs were facing inflated project costs due to ongoing allocations

• Teams had to manually end allocations one by one even after closure

• This automation reduces effort, eliminates errors, and keeps PSA tidy

• Helps with better planning decisions by showing real-time availability

How It Works

When marking a project as Completed, users will now see two checkboxes:

• Set project end date – Defaults to today or last time entry

• End resource allocations – Defaults to today or last time entry
  
  

Date pickers are smart! They validate your selection so you can’t accidentally choose a date before the last time entry- ensuring everything lines up cleanly and accurately.

Available On:
All PSA Plans

Related Documentation:

To know more aboutUpdating Project Status, click on:

Please let us know if you find this article helpful.