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Change Resource Default Allocation (Idea)

Use the Planned Allocation and Hard Allocation sections on a resource Staff Member Properties page to indicate any deviations from the Default % Allocation field. You can unbook a hard-booked resource, or extend a resource for additional planning.

The Planned Allocation curve represents the default, or total allocation amount requested by the manager. The Hard Allocation curve represents the allocation amount that the resource manager commits. The booking status for a resource changes according to the allocation amounts in the planned and hard allocation curves.

For example, suppose the planned or default allocation is 100 percent for a resource. Suppose, a resource is booked to work on your idea from 8/01/11 through 11/30/11. But is also scheduled to work on another idea 50 percent of the time through September 1. And, in addition, plans to be on vacation from 9/15/11 through 9/22/11. In this case, you could create two allocation curves for the resource: One that indicates a 50 percent deviation from 8/01/11 through 9/01/11, and another that indicates a zero percent deviation from 9/15/11 to 9/22/11.

Follow these steps:

1. Open the idea.
2. Click Team.
3. Click the Properties icon for the resource to change allocation.

   The properties page appears.

   The page displays the basic profile fields and allocation-related fields.

4. In Default % Allocation, enter the percentage of time the resource requires to be allocated to the idea. You can enter 0 (zero).

   Note: The Allocation and Allocation % columns on the Idea: Team: Staff page reflects the changes, if any.

5. In the Planned Allocation and Hard Allocation sections, create a row each for deviation from the default allocation.

   To use the short example preceding the steps, create two rows: One to cover the period for the resource working at 50 percent (instead of the 100 percent default or planned allocation). Another, for the period that the resource actually works at 0 percent (instead of the 100 percent default or planned allocation).

6. To create a planned or hard allocation period:
   1. Enter or select a Start date for the period.
   2. Enter or select a Finish date for the period.
   3. Enter the percentage of time you expect them to work (as tentative or committed) in the % Allocation field. You can enter 0 (zero).
7. Click New Row to add another row and repeat Step 4.
8. When you are done, click Save and Return.