Resource Planning › Edit Resource Allocations › How to Work with the Booking Status Portlet › Edit Resource Role Assignments

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Edit Resource Role Assignments

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. Add or change the investment role for the resource.

    The select role window opens.

  3. Select the role check box for the resource.
  4. Click Add.

    The Booking Status portlet appears where you can view your selection in the Investment Role field for that resource.

  5. Click Save.