Resource Planning › Edit Resource Allocations

Edit Resource Allocations

Use the resource/role allocation to edit resource allocation information. You can edit resource allocations from several portlets. Individual investments and resources release information about this page.

To view this page, select Resource Planning from the Resource Management menu, and click Allocations.

The following portlets are displayed:

Weekly Detail

Provides a histogram view of each resource allocation by investment and week.

Unfilled Requirements

Displays a table of each unfilled role and the investments it is assigned to.

Booking Status

Displays a list of all investments that each resource is assigned to. The portlet also displays booking status, and lets you change the booked status of the resource.

Allocation Discrepancy

Displays a list of team records whose intended allocations deviate from the actuals tracked against the investment. Changing the Deviation Threshold percentage in the filter section of the portlet, the resource manager can specify the records to display. You can view only team members to which you have access that are within the specified time frame defined in the portlet.