Investments › Investment Team › How to Reset Staff Allocations on Investments › Accept Resource Hard Allocation on Investments

Accept Resource Hard Allocation on Investments

Use the Accept Hard Allocation option to reset a resource planned allocation to be equal to the hard-booked allocation. If soft-booked planned segments displayed in the Planned Allocation section, they are removed and all segments are reset to equal the hard-booked segment.

The Accept Hard Allocation option displays depending on your Mixed Booking settings.

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 resource for which you want to accept hard allocation.
4. Open the Actions menu, and from General, click Accept Hard Allocation.

   This option sets the planned allocation to equal committed allocation. Accordingly, the % Allocation and Allocation column values can change. The Booking Status value displays as “Hard” as all the allocation is fully committed.