Ideas › How to Staff a Team (Idea) › Staff Allocations (Idea) › How to Reset Staff Allocations (Idea) › Set Allocations for Multiple Team Members

Set Allocations for Multiple Team Members

Set the allocations of multiple team members with one action simultaneously. Click More on the team staff page and team detail pages of an idea to use the Set Allocation option.

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 update allocation.
4. From the Actions menu on top right, click Set Allocation.

   The allocations page appears.

5. In the General section of the page, set the following allocations for the selected team members:

   Start Date

   Defines the date of starting work on the idea. Select the Reset to Match Investment Start Date check box to reset the resource staffing requirements on the idea to match the idea start date.

   Finish Date

   Defines the last date of working on the idea. Select the Reset to Match Investment Finish Date check box to reset the resource staffing requirements on the idea to match the idea finish date.

   Default % Allocation

   Defines the percentage of time for allocating the resource to the idea. You can enter 0 percent. The Allocation and Allocation % columns on the Idea Team: Staff page reflects the change.

   Booking Status column

   Displays the resource or role booking status.

   Values

   • Hard. The resource is committed to the idea.
   • Soft. The resource is tentatively scheduled for the idea.
   • Mixed. Both soft and hard allocation exists for the resource.

6. Click Save and Return.