Use the Resource Planning: Allocations page to view and edit allocation information. You can do this from four different portlets on the page. Unlike the Resource Planning: Workloads page, data on all of the Resource Planning: Allocations page is broken out by individual investment or service as well as by individual resource. You can edit the fields in each portlet directly by placing it in edit mode.
To view this page, select Resource Planning from the Resource Management menu, and then click the Allocations tab. The Resource Planning: Allocations page appears. The following portlets display on this page:
This portlet provides a histogram view of each resource allocation by investment and week.
This portlet provides a table view of each unfilled role and the investments to which it has been assigned.
This portlet lists all of the investments each resource is assigned to by individual row. It also displays and allows you to view and change the resource's booking status for each investment.
This portlet lists team records whose intended allocations deviate from the actuals tracked against the investment. The resource manager can specify which records to display by altering the Deviation Threshold percentage value in the filter section of the portlet. Only team records to which you have access rights and that are within a specified time frame display in the portlet.
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