Investments › Investment Team › How to Reset Staff Allocations on Investments › Update ETC to Align with Team Member Allocation

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Update ETC to Align with Team Member Allocation

You can update the ETC to align with team member allocation for assigned resources.

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 Estimate from Allocation.

    A prompt appears asking you to confirm the action.

  5. Click Yes to confirm.