Previous Topic: Staff Allocations (Idea)

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Edit Staff Allocations (Idea)

Follow these steps:

  1. Open the idea.
  2. Click Team.
  3. Edit the following fields:
    Role

    Select a role for this resource on the idea.

    Time

    Indicates that the resource can enter time taken for completing the work on the idea.

    Booking Status

    Select the booking status for the resource on the idea.

    % Allocation

    Enter the default amount for the resource allocated to the idea. You can enter "0" (zero) as the allocation percentage. The Allocation column reflects the changes done here.

  4. Click Save.