Investments › Investment Team › Staff Allocations (Investment › Change Resource Default Allocation on Investments

Change Resource Default Allocation on Investments

Use of the Planned Allocation and Hard Allocation sections on a resource staff member properties indicate any deviations from the Default % Allocation field. You can unbook a hard-booked resource or extend a resource to do additional planning.

The Planned Allocation curve represents the default or total allocation amount requested by the investment manager. The Hard Allocation curve represents the allocation amount committed by the resource manager. The booking status for a resource changes according to the allocation amounts in the planned and hard allocation curves.

For example, suppose the planned or default allocation for a resource is 100 percent. The resource is booked to work on your investment from 8/05 through 11/05. The resource is also scheduled to work on another investment 50 percent of the time through September 1. The resource plans to be on vacation from September 15 through September 22. In this case, you could create two allocation curves: one that indicates a deviation to 50 percent from 8/01/05 through 9/01/05, and another that indicates a deviation to 0percent from 9/15/05 to 9/22/05.

Follow these steps:

1. Open your investment.

   The properties page appears.

2. Open the Team menu and click Staff.

   The team staff page appears.

3. Click the Properties icon next to a resource.

   The resource staff member properties appear.

4. At Default % Allocation, enter the percentage of time you want the resource allocated to this investment (you can enter 0 percent).

   The change you make here is reflected in the Allocation and Allocation % columns on the investment team staff page.

5. In the Planned Allocation and Hard Allocation sections, create one row for each deviation from the default allocation.

   To use the short example preceding these steps, create a row to cover the period where the resource works at 50 percent (compared to the 100 percent planned allocation). Create another row for the period where the resource actually works at 0 percent (compared to the 100 percent default or planned allocation).

6. To create a planned or hard allocation period:
   1. Enter or select a Start date for the period.
   2. Enter or select a Finish date for the period.
   3. Enter the percentage of time you expect them to work (as tentative or committed) in the % Allocation field. You can enter 0 percent.
7. Click New Row to add another row and repeat Step 4.
8. When you are done, click Save and Return.