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Shift and Scale Resource Allocations on Investments

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

Use the Shift Allocation option that is available on the investment team staff and team detail pages.

As an example, consider an allocation that starts on May 1, continues at its default rate of 100 percent through the end of May. In June, the allocation is reduced to 50 percent. If you shift the allocation to start on June 1, it will go from June 1 through July 2 (for 31 calendar days) at 100 percent. Then through August 2 the allocation is at 50 percent. You can also shift allocations for time spans that contain no segments.

Follow these steps:

1. Open the investment.
2. Open the Team menu and click Staff.

   The investment team staff page appears.

3. Select the resource whose allocations you want to shift.
4. Open the Actions menu, and from General, click Shift Allocation.

   The shift allocation page for that resource appears.

5. In the Time Span to Shift section, change the start and finish dates that the resource is allocated to work on this investment. Data shifts according to the dates you enter in these fields.
6. In the Time Shift Parameters section, do the following:
   • At Shift to Date, select a new beginning date for the data that has been shifted. If this field is left empty, no shifting occurs.
   • At Shift Cut-Off Date, select the last date to which data can be shifted. You cannot shift allocations beyond this date.
   • At Scale Allocation % By, enter the percentage change in the allocation to make the shift. If this field is left empty, no scaling occurs.
7. Click Save and Return.

   The changes you made are reflected in the Allocation column on the investment team staff page.