Accept Hard Allocation

You can set a resource's planned allocation to equal committed allocation. Accordingly, the % Allocation and Allocation column values Project: Team: Staff page may change. When you accept the hard allocation, the resource's booking status displays as "Hard" since all of the allocation is fully committed.

Note: Accept Hard Allocation displays as an option depending on your project management Mixed Booking settings.

To accept hard allocations

  1. Open the project.

    The Project: Properties: Main - General page appears.

  2. Select the Team tab.

    The Project: Team: Staff page appears by default.

  3. Select the resource for whom you want to accept hard allocation, click More and select Accept Hard Allocation.

    The Update Allocation Confirmation page appears.

  4. Click Yes.

    The resource's planned allocation is reset to match the hard allocation.