Investments › Investment Team › How to Reset Staff Allocations on Investments › Commit Resource Planned Allocation on Investments

Commit Resource Planned Allocation on Investments

When you commit a resource planned allocation, you set the resource hard allocation to be equal to the planned allocation. Commit an allocation after editing the planned allocation segment for a resource if you want to hard-book those segments. When a resource has a hard booking status, that resource is fully committed.

The Commit Planned Allocation option is available by clicking More on the investment team staff and team detail pages.

Committing planned allocation does not reset the default allocation percentage. The planned allocation is copied into the Hard Allocation section of the resource staff member properties page.

The Hard Allocation section displays on the page depending on your project management Allow Mixed Booking setting. The setting is available as a default project management option.

See the Administration Guide for more information.

Follow these steps:

1. Open your investment.

   The properties page appears.

2. Open the Team menu and click Staff.

   The investment team staff page appears.

3. Select the check box next to the resource for which you want to commit planned allocation.
4. Open the Actions menu, and from General, click Commit Planned Allocation.

   A prompt appears asking you to confirm the action.

5. Click Yes to confirm.