Carryover balance

The carryover balance shows the portion of available hours carried over from the previous period. Because there is an expiration date for the carryover, resources lose these hours as of a certain date. Carryover balance is used only if there is an expiration date for the carryover.

Example

• The carryover limit is 50 hours, therefore, the resource can only carryover 50 hours.
• The reset point is January 1, therefore, carryover is recalculated on January 1 of each year.

  The carryover period is 3 months, therefore, any carryover hours must be used by April 1.

  Note: Available hours includes the carryover balance.

  Date	Accrued	Used	Available	Carryover balance
  Dec 31			65	0
  Jan 1	10	0	60*	50*
  Feb 1	10	30	40	20
  Mar 1	10	5	45	15
  Apr 1		10	40**	0**

  * On January 1, the resource loses 15 hours because 50 hours is the carryover limit. In addition, the accrued amount (10 hours) is available immediately.

  ** On April 1, the resource loses 5 hours because they did not use the remaining carryover hours by April 1.