Resource planning provides a flexible, scalable framework in which to manage and compare resource and role allocations with resource and role availability. Allocation refers to time booked to any investment that is capable of staffing, and availability to time available for booking.
Use resource planning to view and edit resource and role allocations in the following ways:
When you change allocations from resource management pages, you only change investment-level information, specifically, the resource or role's allocations to the investment or service itself. These dates may differ from the ones to which the resource or role has been assigned to project tasks, services, ideas, and investments.
Therefore, CA recommends that you not change a resource or role's investment, service, or idea allocations from resource management pages unless you are the manager of the investment, service, or idea to which the resource or role has been assigned. If you are the investment manager, CA recommends that you change allocations from within the investment, from the investment's Team: Staff page. If you are a resource manager, and edit a resource's allocations from the resource planning pages, communicate your changes to the investment's manager.
Though the changes you make on the resource planning pages will appear on the investment's Team: Staff page, it is a good idea to let the manager know directly so that, if needed, the manager can adjust task assignments and the investment's schedule accordingly.
Refer to the following documents to learn about managing resource allocations in projects and portfolios:
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