Managing Resources › Resource and Role Allocations › Edit a Resource or Role Allocation › Edit Investment Allocations

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Edit Investment Allocations

The allocations detail page displays resource or role allocations by investment and week in a histogram format. Use this page to edit weekly allocations for a resource by investment.

By default, if an investment is locked, you cannot edit allocations for existing team staff members. The project manager can change the Allow Edit of Allocations when Investment is Locked default project management setting to allow you to make changes to the team while the project is locked.

See the Project Management User Guide for more information.

Investments display by row and allocations display by week in columns. In the Aggregation section at the bottom of the page, the red bar indicates which months in which the role is overbooked. The yellow bar indicates that no over allocations appear in that period.

Follow these steps:

  1. With the resource open, click Allocations, Detail.

    The allocations detail page appears.

  2. Click in the field containing the data and edit the data.
  3. Change the weekly allocations, and click Save.