Building Project Teams › Staff Allocations › Edit Resource Allocations

Edit Resource Allocations

The Project: Team: Detail page lists planned and committed allocation for a project by resource by time period in a graph format. This view helps you determine if a resource is overbooked or underbooked and by how much. You can also ascertain a resource's availability for a project.

When this page is in edit mode, you can edit information such as the time cells for each resource. Changing the time cells changes the way planned and committed allocation is presented in the graph.

Data on the Project: Team: Detail page is displayed by resource, allocation, and time period. Scrolling over a time period displays a note providing you with a brief summary of what you see. The time period columns are, by default, set to weekly, and always start with the current week. The allocation color code works as follows:

• Yellow: Resource is allocated at or under availability for that time period.
• Red: Resource is overallocated (i.e. the amount of time booked exceeds availability) for that time period.
• Green: Actuals recorded by the resource for that time period.

You can change many of the time-related values on this page.

More information:

Edit Team Allocations from the Team Grid

Team Utilization Portlet

Edit Team Allocations from the Team Grid