Building Project Teams › Staff Allocations › Edit Team Allocations from the Team Grid

Edit Team Allocations from the Team Grid

You can edit your project's team allocation using the Project: Team: Detail page. You can only edit a project' start or end date if you are the project manager. If the resource manager edits a grid cell (for example, to change the allocation of a team member) that contains the start or finish date, you are bounded by the team member's start and finish dates. The team member's start and finish dates are the team member's boundary dates. The boundary date within a grid cell defines the soonest or latest a resource can be allocated to the investment.

When you edit the dates in boundary cells, the team or investment dates are not changed. Allocation is spread equally within the boundary dates; it does not get spread to the date you enter in the cell. That is, the date or duration covered by a particular cell in the grid.

When you change the allocation for a specific time frame, the new data is distributed within the team member's existing start and finish dates. For unbounded team members, the boundary date is the same as the investment date range. The investment start or finish date is not affected by allocation changes.

The following business rules apply when you edit team allocation from this page. This rule is enforced only when the page is in edit mode, and in portlets that have allocation and hard allocation fields.

• A team member's start and end dates for availability are not moved.
• Editing is subject to special boundary dates. The boundary date is determined by the lesser of the team member's start and finish dates and the investment's start and finish dates. For example, if an investment's start and finish dates are 1/1/08 to 12/31/08, and team member's start and finish dates are 2/1/08 to 11/1/08, the boundary dates are 2/1/08 and 11/1/08.
• When editing a grid cell that contains a boundary date, allocation data is bounded by the boundary date. The new allocation will not be spread equally between the start and finish date of the cell but rather within the boundary date of the cell.
• If the new allocation causes a resource to be overallocated for the period in that cell, you will not receive an overallocation alert.

The rules do not apply under the following circumstances:

• If the new allocation finish date is greater than or equal to the date of the next period (which is outside of the boundary start/finish date), then it becomes a continuous allocation segment and is not bounded by the boundary dates. The investment schedule date could get moved in this situation. For example, if the boundary date is a Wednesday in a weekly cell, and you enter allocation into the boundary cell and the next cell. The result is one continuous allocation segment. If the new allocation date is beyond the original boundary date, the team start and/or investment date is moved.
• You can edit non-contiguous allocation data outside of the boundary dates. This creates separate segments padded with 0% allocation between previous segments and the new segments. The team and investment schedule dates could get moved in this situation.

To edit staff allocations from the Team Grid

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.

   Click the Details subtab.

   The Project: Team: Detail page appears.

3. Choose Edit Mode from the Actions menu.

   Many of the page's fields become editable.

4. Change the following fields:

   Project Role

   Defines the role for this resource on this project.

   Weekly Allocation

   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.

5. Click Save.

   Your changes are saved.

6. Choose Display Mode from the Actions menu.

   The Project: Team: Detail page appears where you can view your changes.

More information:

Edit Resource Allocations