You can view and edit your project's staff allocation using the Project: Team: Staff page or the Project: Team: Detail page. You can also use these pages to compare allocation with ETC and to compare actuals to estimates after actuals have been recorded. You can use the Project: Team: Staff page to edit some of your allocation-related staff information when the page is in edit mode. To make the fields on this page editable, choose Edit Mode from the Actions menu.
If the project manager has the project checked out in a desktop scheduler, such as Open Workbench or Microsoft Project, and therefore the project is locked, then the resource manager is not allowed to edit allocations of existing team members.
To view the Project: Team: Staff page from any project properties page, select the Team tab.
Note: See the Resource Management User Guide for more information.
To edit staff allocations
The Project: Properties: Main - General page appears.
The Project: Team: Staff page appears by default.
Many of the page's fields become editable.
Defines the role for this resource on this project.
Choose whether or not this resource can enter time worked on this project.
Select the booking status for the resource on this project.
Note: See the Resource Management User Guide for more information.
Select the requisition status for the resource on this project.
Note: See the Resource Management User Guide for more information.
Change the start and finish dates of the project. Your changes here change the value in the Allocation column accordingly. This may also impact some of the task dates. If so, return to the Tasks tab to reschedule them.
Defines the amount this resource is allocated to this project. You can enter zero as the allocation percentage. Your edits change the value in the Allocation column, but not in the ETC column.
Your changes are saved.
The Project: Team - Staff page appears where you can view your changes.
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