How to Staff a Service Team › Shift, Commit, or Accept Resource Allocations

Shift, Commit, or Accept Resource Allocations

You can also make the following types of changes to resource allocations:

• Shift Allocation: You can shift or scale all or a portion of the resource allocations in a service. Shift allocations to extend them beyond the allowable time-scaled view, which is six months. For example, an allocation starts May 1 at its default rate of 100 percent until May 31 and then extends through June at the reduced allocation of 50 percent. If you change the start to June 1, the allocation shifts from June 1 through July 1 (31 calendar days) at 100 percent. Then it extends through August 2 at 50 percent. You can also shift allocations for time spans that contain no segments.
• Commit Planned Allocation: You can set the hard allocation to equal the planned allocation. To hard-book the segments, edit the planned allocation segment for a resource. A resource with a hard booking status implies that the resource is fully committed. Committing planned allocation does not reset the default allocation percentage.
• Accept Hard Allocation: You can remove soft-booked segments in the Planned Allocation section. All segments are reset to equal the hard-booked committed segments.

Follow these steps:

1. Open the service, and click Team.
2. Select the check box next to the resource to shift allocations.
3. To shift or scale allocations:
   1. Open the Actions menu, and click Shift Allocation.
   2. In the Time Span to Shift section, change the start and finish dates that the resource is allocated to work on the service. As you move data, segmented allocation dates are kept intact, even when the percent allocated for each segment changes.
   3. In the Time Shift Parameters section:
      • In the Shift to Date field, enter the date when you want the shifted allocation to begin.
      • In the Shift Cut-off Date field, enter the ending date for shifting allocations. Allocations cannot shift beyond the last date.
      • In the Scale Allocation % By field, enter the percentage change in the allocation that is required for the shift.
4. To commit the planned allocation so that it becomes the hard allocation:
   1. Open the Actions menu, and click Commit Planned Allocation.

      The confirmation page appears.

   2. Click Yes.
5. Conversely, to accept the hard allocation and reset the planned allocation to match the hard allocation:
   1. Open the Actions menu, and click Accept Hard Allocation.

      The confirmation page appears.

   2. Click Yes.

      All allocations are fully committed. All segments are reset to equal the hard-booked committed segments. The Booking Status value changes to Hard.The % Allocation and Allocation column values are updated..

6. Save the changes.

   The change reflects in the Allocation column on the staff page of service team.