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Define Resource Allocations for a Service

A staff allocation represents the assignment of a specific resource to a service. Staff members are automatically booked for the entire duration of the service. You can change the booking dates and other staff allocation information.

Follow these steps:

  1. Open the service, and click Team.
  2. Edit the following fields:
    Resource

    Displays the resource name. Click the resource name link to open the resource properties.

    Role

    Defines the resource role for the investment.

    Time

    Indicates if the resource can enter time for work completed on the investment.

    Booking Status

    Indicates the resource booking status for the investment.

    Start and Finish

    Defines the start and finish dates the resource is booked to the investment. When you change the dates, the value in the Allocation column is updated.

    % Allocation

    Defines the default amount this resource is allocated to this investment. You can enter zero (0) as the allocation percentage. Changes also update the value in the Allocation column.

    Allocation

    Displays the number of hours the resource is tentatively booked. An allocation amount is generated for each resource by multiplying the total number of working days between the service start and finish dates (including the start and finish dates) by the number of hours the resource is available to work each day. ETC is based on the number of hours a resource is assigned to the service.

    Allocated Actuals

    Displays the total number of hours that the resource has been assigned to this investment.

    Incident Actuals

    Displays the time posted to incidents associated with this investment.

    Total Actuals

    Defines the total actuals posted for this resource.

  3. Save the changes.