Teams (projects and investments) › About Resource Allocation › Manage Resource Allocations › Hard Book Resources

Hard Book Resources

Use this procedure to reset the planned allocation to be equal to the hard-booked, or committed, allocation. Soft-booked planned segments in the Planned Allocation section are removed and all segments are reset to equal the hard-booked segment.

Accordingly, the % Allocation and the Weekly Summary column values on the project team staff page change. When you accept the hard allocation, the resource booking status displays as "Hard" because all the allocation is fully committed.

Note: The Accept Hard Allocation action is available only if the Allow Mixed Booking project management setting is checked in the Administration tool.

Follow these steps:

1. Open the project and click Team.
2. Select the check box next to the name of the resource to accept hard allocation, and from the Actions menu, click Accept Hard Allocation.
3. Click Yes to confirm.

More information:

Set the Default Resource Booking Options