Service Team › Staff Allocations (Service) › How to Reset Staff Allocations (Service) › Committing a Resource's Planned Allocation (Service)

Committing a Resource's Planned Allocation (Service)

Committing a planned allocation for a resource is equalizing the resource hard allocation with the planned allocation. To hard-book the segments, edit the planned allocation segment for a resource. A resource with a hard booking status implies that the resource is fully committed.

Committing planned allocation does not reset the default allocation percentage. Instead, such allocation copies the planned one into the Hard Allocation section of the resource staff member page of service properties.

Note: The Hard Allocation section displays on the page depending on your project management Allow Mixed (default) Booking setting.

See the Administration Guide for more information.

Follow these steps:

1. Open the service, and click Team.

   The staff list page appears.

2. Select the check box next to the resource to commit planned allocation.
3. Open the Actions menu, and click Commit Planned Allocation.

   The confirmation page appears.

4. Click Yes.