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Reduce Resource Allocation

After you open a requisition, if you decide that a resource is over-allocated, you can reduce the allocation.

You can also click the Properties icon to the left of the resource name, edit existing allocation segments and optionally add new allocation segments. When you are done, click Save and Return.

Follow these steps:

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

    The Resource Requisitions page appears.

  2. Edit the fields on the page.
  3. Reduce the allocation of the resource to avoid overallocation.
  4. Save the new allocation amount.

    The yellow now represents the new booking amount to the project and the green represents the bookings to other projects. No red displays to indicate over-allocation.