Service Team › Staff Allocations (Service) › How to Reset Staff Allocations (Service) › Set Allocations for Multiple Team Members (Service)

Set Allocations for Multiple Team Members (Service)

You can set the allocations of multiple team members at the same time.

Follow these steps:

1. Open the service, and click Team.

   The staff list page appears.

2. Select the check box next to the resource to update allocation.

   The list page appears.

3. Open the Actions menu, and click Set Allocation.

   The allocations page appears.

4. In the General section, set the following allocations for the selected team members:

   Start Date

   Defines the date when the allocation starts.

   Select the Reset to Match Investment Start Date check box to reset the resource staffing requirements to match the service start date.

   Finish Date

   Defines the date when the allocation ends.

   Select the Reset to Match Investment Finish Date check box to reset the resource staffing requirements to match the service finish date.

   Default Allocation %

   Defines the resource allocation for the service.

5. Select the Clear existing allocation segments check box in the Existing Allocation Segments section of the page. Such selection removes all allocation segments for the selected team members.
6. Complete the following fields in the New Allocation Segments section of the page to create an allocation segment for the selected team members:

   Start

   Defines the date when the allocation starts.

   End

   Defines the date when the allocation ends.

   % Allocation

   Defines the percentage the resource is allocated to the service.

7. Save the changes.