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

Edit a Resource or Role Allocation

You can create or edit allocation segments to edit a resource or role allocations. You can make the following allocation changes:

• Change the start and finish dates for the investment allocation.
• Change the percentage of time the resource or role is allocated to the investment.
  • Resources and roles are booked to each project for 100 percent of their time. Use the % Allocations field to reduce the amount of time a resource spends on each project.
• Shift investment allocation periods.

Follow these steps:

1. Open the resource or role allocation.

   The allocations page appears.

2. Edit the fields.
3. Click Save.