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Change Resource Allocation Percentages

Instead of changing allocation dates for the resource, change the percentage of time the resource is allocated to the investment.

You can perform the same steps by clicking the highlighted number in the Allocation column for a resource. The allocation page for the resource appears.

Follow these steps:

  1. With the resource/role allocations open, in the Booking Status portlet, click in the field containing the data and edit the data.
  2. Click the Resource Allocation icon for the resource.

    The allocations page appears.

  3. Click in the field containing data and edit the data.
  4. Change the number in the Allocation % field.
  5. Click Save.