Teams (projects and investments) › About Resource Allocation › Manage Resource Allocations › Set Resource Allocation for Multiple Staff Members

Set Resource Allocation for Multiple Staff Members

To set the allocation for multiple team staff members, use this procedure. You can accommodate projects, which are staffed outside an OBS.

The changes that you make on this page override the settings on the staff member properties page.

Follow these steps:

1. Open the project and click Team.
2. Select the resources whose allocation you want to set, and from the Actions menu, click Set Allocation.
3. Complete the requested information. The following fields require explanation:

   Default Allocation %

   Defines the percentage of time to allocate the resource to the project (you can enter 0 percent). If you change the amount in this field, the value replaces the value in the Default % Allocation field on the staff member properties page.

   Booking Status

   Defines the booking status for the resource.

   Values:

   • Soft. The resource is tentatively scheduled to work on the investment.
   • Hard. The resource is committed to work on the investment.
   • Mixed. The resource is both soft and hard allocated to the investment, or the soft allocation for the resource does not match the hard allocation.

   Default: Soft

   Request Status

   Select the requisition status of the resource on the project.

   Open for Time Entry

   Specifies whether the resource can track time that is spent on assigned tasks using timesheets.

   Values: Yes or No

   Default: No Change

   Staff OBS Unit

   Defines the OBS Unit affiliation for the resource that is assigned to the project.

   Default: Default Staff OBS Unit (if this value is defined for the project).

   Role

   Defines the project role for the resource. If you specify a role, this value replaces the value in the Investment Role field on the staff member properties page.

4. In the Existing Allocation Segments section, select the Clear existing allocation segments check box to remove all existing allocation segments.
5. Create new allocation segments for the staff members by specifying the start and finish dates for the segments. Also, specify the percentage of time the resources can work on the project as tentative or committed.
6. Save the changes.

More information:

Define Team Staff Member Properties