Managing Resources › Define Resource and Role Allocations › Edit Resource/Role Allocations

Edit Resource/Role Allocations

The Resource/Role Allocations page lists all of the investments and services to which the resource or role is assigned in a table format. To view this page, open the resource, and then select the Allocations tab.

You can make the following changes from this page:

• Change the investment or service's allocation start and finish dates
• Change the percentage of time the resource or role is allocated to the investment or service
  • Unless the default value is changed, CA Clarity PPM books resources and roles to each project for 100% of their time. Because resources cannot work 100% of their time on multiple investments, use the % Allocations field to reduce the amount of time a resource spends on each project.
• Shift investment allocation periods
• Create or edit allocation segments
• Add and remove investments or services

Note: If a project is locked and in tentative mode, you cannot edit allocations for existing team members.

To edit resource/role allocations

1. Open the resource to which you want to edit resource/role allocations.

   The Resource Properties: Main - General page appears.

2. Select the Allocations tab.

   The Resource/Role Allocations page for that resource or role appears. By default, the Summary subtab is selected.

3. Choose Edit Mode from the Actions menu.

   The editable fields display on the page.

4. Do the following:
   • Change the dates in the Allocation Start and Allocation Finish fields for each project as needed.
   • At % Allocations, edit the amount for each project as needed. You can also enter "0" (zero) as the percentage allocation.
   • Change the resource or role's Booking Status to a project, if desired. Choices are Soft, Hard, and Mixed.

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

5. Click Save.
6. Select Display Mode from the Actions menu to return the page to display mode.