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Commit Resource Planned Allocation

Committing the planned allocation, equalizes the hard allocation to the planned allocation for the resource. Commit after editing the planned allocation segment for hard-booking the segments for a resource. A hard booking status for a resource signifies full commitment.

To use the Commit Planned Allocation option, click More on the Idea Team: Staff page and Idea Team: Detail pages and select the option.

Committing planned allocation does not reset the default allocation percentage. This action copies the planned allocation into the Hard Allocation section of the resource Staff Member Properties page.

Note: The Hard Allocation section displays on the page depending on your Mixed Booking settings. See your CA Clarity PPM administrator.

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 commit planned allocation.
  4. From the Actions menu on top right, click Commit Planned Allocation.

    The confirmation page appears.

  5. Click Yes.