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Use the resource/role allocations page to view and edit information about the investments to which a resource or role is assigned. You can change booking status, and edit allocations by date or percentage. In addition, you can add and remove investments from both pages.
When you change allocations from resource management pages, you only change investment-level information, specifically, the resource or role allocations to the investment. These dates can differ from the ones to which the resource or role has been assigned to project tasks.
Best Practice: Do not change the investment allocations for a resource or role from resource management pages. Only, the manager of the investment to which the resource or role has been assigned can modify. If you are the manager of the investment, change allocations from the team staff page of the investment. As a resource manager, if you edit allocations for a resource from the resource planning pages, communicate the changes to the manager of the investment.
The changes you make from the resource/ role allocation pages appear on the team staff page for the investment. It is a good idea to let the manager know directly. The manager can then adjust task assignments and the schedule for the investment, if necessary.
See the Project Management User Guide for more information.
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