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Shift and Scale Resource Allocations on Ideas

Move resource allocations back and forward in time to shift or scale all or a portion of the resource allocations in an idea. As you move data, segmented allocation dates are kept intact, even when the percent allocated for each segment changes. Shifting allocations is useful for projecting allocations beyond the allowable time-scaled view, which can only extend for six months.

For example, consider an allocation that starts on May 1, continues at its default rate of 100 percent through the end of May. Then goes through June at the reduced allocation of 50 percent. Now, shift the allocation to start from June 1 to July 2 (for 31 calendar days) at 100 percent, and up to August 2 at 50 percent. You can also shift allocations for time spans that contain no segments.

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 shift allocation.
4. From the Actions menu, click Shift Allocation.

   The allocations page appears.

5. In the Time Span to Shift section, click Select Date to change the start and finish dates for the resource allocated to the idea. Data shifts according to the dates you enter in the fields.
6. In the Time Shift Parameters section, do the following:
   • At Shift to Date, click Select Date to select a new beginning date for shifting the data. If the field is left empty, no shifting occurs.
   • At Shift Cut-Off Date, click Select Date to select the last date for shifting data. You cannot shift allocations beyond the date.
   • At Scale Allocation % By, enter the percentage change in the allocation for the shift. If the field is left empty, no scaling occurs.
7. Save the changes.