Building Project Teams › Staff Allocations › How to Reset Staff Allocations › Set Allocation for Multiple Team Members

Set Allocation for Multiple Team Members

This option allows you to accommodate projects which are generally staffed outside the confines of an OBS.

To update the allocation for multiple team members at the same time

1. Open the project you want to edit staff allocations.

   The Project: Properties: Main - General page appears.

2. Select the Team tab.

   The Project: Team: Staff page appears by default.

3. Select the team members for whom you want to update allocation, click More and select Set Allocation.

   The Set Allocation page appears.

4. In the General section of the page, set the following allocations for the selected team members:

   Start Date

   Enter or select the resource's start date on the project. Select the Reset to Match Investment Start Date check box to reset the resource's staffing requirements on this project to match the project's start date.

   Finish Date

   Enter or select the resource's end date on the project. Select the Reset to Match Investment Finish Date check box to reset the resource's staffing requirements on this project to match the project's finish date.

   Default Allocation %

   Specifies the resource's allocation to the project.

   Booking Status

   Select the booking status of the resource on the project (soft or hard).

   Request Status

   Select the requisition status of the resource on the project.

   Note: See the Resource Management User Guide for more information.

   Open For Time Entry

   Specifies if the resource can enter time against the assigned tasks.

   Staff OBS Unit

   Specifies the Staff OBS Unit for the resource.

   Project Role

   Specifies the role for this resource on this project.

5. To remove all allocation segments for the selected team members, in the Existing Allocation Segments section of the page, select the Clear existing allocation segments check box.
6. To create a new allocation segment for the selected team members, complete the following fields in the New Allocation Segments section of the page:

   Start

   Enter or select the resource's start date on the project.

   End

   Enter or select the resource's end date on the project.

   % Allocation

   Enter or select the resource's allocation to the project.

7. Click Submit.

More information:

Edit Staff Member Details