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How to Staff a Service Team › Adjust Resource Allocations for a Service

Adjust Resource Allocations for a Service

You can adjust resource allocations including extending a resource assignment or unbooking a hard-booked resource.

For example, the planned or default allocation for a resource is 100 percent. The resource is booked to work on your service from April 1 to July 1. The resource is also scheduled to work on another service 50 percent of the time from April 1 to April 30. The resource plans to be away on vacation from May 15 to May 22. In this case, you can create two allocation curves. One curve indicates a deviation to 50 percent from April 1 to April 30. Another curve indicates a deviation to 0 percent from May 15 to May 22.

Follow these steps:

  1. Open the service, and click Team.
  2. Click the Properties icon next to the resource and examine the following items:
    Planned Allocation

    This curve represents the total planned (default) allocation amount that the service manager originally requested.

    Hard Allocation

    This curve represents the allocation amount that the resource manager commits.

    Note: The booking status for a resource automatically adjusts to changes in the planned and hard allocation curves. The project management Allow Mixed (default) Booking setting determines your ability to view the Hard Allocation section.

  3. In the Default % Allocation field, enter the percentage of time for the resource that is allocated to the service. For example, enter 0, 50, or 100 percent.

    The change is reflected in the Allocation and Allocation % columns on the team staff page.

  4. Examine the planned and hard allocations for your services and identify deviations from the Default % Allocation field.
  5. Create one row for each deviation from the default allocation. Continuing our example at the beginning of this topic, create two rows:
    1. One row represents the period when the resource works at 50 percent.
    2. A second row represents the period when the resource works at 0 percent (out of office).
  6. To create a planned or hard allocation period:
    1. Enter a Start date for the period.
    2. Enter a Finish date for the period.
    3. Enter the percentage of time you expect them to work (as tentative or committed) in the % Allocation field. For example, enter 0, 50, or 100 percent.
  7. Save the changes.