Ideas › How to Staff a Team (Idea) › Staff Allocations (Idea) › How to Reset Staff Allocations (Idea) › Accept Resource Hard Allocation

Accept Resource Hard Allocation

Use the Accept Hard Allocation option to reset the planned allocation to equalize to the hard-booked allocation. If soft-booked planned segments displays in the Planned Allocation section, they are removed. All segments are then reset to equal the hard-booked segment.

Note: The Accept Hard Allocation option displays on the page depending on your Mixed Booking settings. See your CA Clarity PPM administrator.

Follow these steps:

1. Open the idea.
2. Click Team.

   The staff list page appears.

3. Select the check box next to the resource to accept hard allocation.
4. From the Actions menu on top right, click Accept Hard Allocation.

   The confirmation page appears.

5. Click Yes.

   This action sets the planned allocation to equal committed allocation. Accordingly, the % Allocation and Allocation column values change. The Booking Status value displays as "Hard" as the allocation is fully committed.