Investments › Investment Team › Staff Allocations (Investment › View and Edit Staff Allocations on Investments

View and Edit Staff Allocations on Investments

You can use the investment team staff page to edit some of your allocation-related staff information.

Follow these steps:

1. Open the investment.

   The properties page appears.

2. Open the Team menu and click Staff.

   The investment team staff page appears.

3. Edit the following fields as desired:

   Resource

   Defines the resource assigned to the investment.

   Role

   Defines the resource role for the investment.

   Time

   Indicates if the resource can enter time for work completed on the investment.

   Booking Status

   Indicates the resource booking status for the investment.

   Request Status

   Defines the request status for the resource.

   Values:

   • New
   • Open
   • Proposed
   • Approved
   • Booked
   • Closed

   Start and Finish

   Defines the start and finish dates the resource is booked to the investment. Change in dates update the value in the Allocation column.

   % Allocation

   Defines the default amount this resource is allocated to this investment. You can enter 0 (zero) as the allocation percentage. Changes also update the value in the Allocation column.

4. Click Save.