Investments › Investment Team › How to Reset Staff Allocations on Investments › Set Allocations for Multiple Team Members on Investments

Set Allocations for Multiple Team Members on Investments

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

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. Select the team members for whom you want to update allocation.
4. Open the Actions menu, and from General, click Set Allocation.

   The set allocation page appears.

5. In the General section of the page, set the following allocations for the selected team members:
   • Start Date. Enter or select the resource start date on the investment. Select the Reset to Match Investment Start Date check box to reset the resource staffing requirements on this investment to match the investment start date.
   • Finish Date. Enter or select the resource end date on the investment. Select the Reset to Match Investment Finish Date check box to reset the resource staffing requirements on this investment to match the investment finish date.
   • Default Allocation %. Enter or select the resource allocation to the investment.
6. To remove all allocation segments for the selected team members, in the Existing Allocation Segments section of the page, select the Clear existing allocation segments check box.
7. To create an allocation segment for the selected team members, complete the following fields in the New Allocation Segments section of the page:
   • Start. Enter or select the resource start date on the investment.
   • Finish. Enter or select the resource end date on the investment.
   • % Allocation. Enter or select the resource allocation to the investment.
8. Click Save and Return.