Resource Planning › Role Capacity Portlet › Edit Filled Role Allocations by Investment

Edit Filled Role Allocations by Investment

Edit role allocations from the resource/role allocations summary or detail page. Use the resource/role allocations summary page to change allocation and booking information by investment. The resource/role allocations detail page helps change the number of hours allocated to an investment by week.

Edit Role Allocations by Investment

Use the resource/role allocations summary page to edit role allocations by investment.

Follow these steps:

1. Open Home, and from Resource Management, click Resource Planning.

   The workloads page appears.

2. Click Capacity.

   The capacity page appears.

3. Click the name of the role to edit allocation information.

   The properties page appears.

4. Click Allocations.

   The summary page for the allocation appears.

5. Click in the field containing the data and edit the data.
6. Click Save.

Edit Role Allocations from the Detail Page

Follow these steps:

1. Open Home, and from Resource Management, click Resource Planning.

   The workloads page appears.

2. Click Capacity.

   The capacity page appears.

3. Click the name of the role to edit allocation information.

   The properties page appears.

4. Click Allocations and go to Detail.

   The detail page for the allocation appears.

5. Click in the field containing the data and edit the data.
6. Click Save.

More information:

Shift a Resource Allocation