Investments › Investment Team › Staff Allocations (Investment › Edit Resource Allocations on Investments

Edit Resource Allocations on Investments

The investment team detail page lists planned and committed allocation for an investment by resource by time period in a column graph format. This view helps you determine if a resource is overbooked or under booked and by how much. You can also ascertain the availability for a resource for an investment.

Data on the detail page appears by resource, allocation, and time period. Scrolling over a time period displays a note providing you with a brief summary of what you see. The time period columns are, by default, set to weekly, and always start with the current week. The allocation color code works as follows:

• Yellow—Resource is allocated at or under availability for that time period.
• Red—Resource is over-allocated (that is, the amount of time booked exceeds availability) for that time period.
• Green—Allocation to other investments, ideas, or services.

You can change many of the time-related values on this page by configuring the default view to display the allocations as a number graph.

See the CA Clarity Basics User Guide for more information.

Follow these steps:

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

   The team detail page appears.

3. Edit the allocations amounts for the resources directly in the grid.
4. Save your changes.