Teams (projects and investments) › Allocations › Change Resource Default Allocation (Investments)

Change Resource Default Allocation (Investments)

Use the following procedure to indicate any deviations from the Default % Allocation field. You can unbook a hard-booked resource or extend a resource to do additional project planning.

See the Resource Management User Guide for more information.

Follow these steps:

1. Open the project and click Team.

   The project team staff page appears.

2. Click the Properties icon for the resource to change allocation.

   The staff member properties page appears.

3. Complete the following field in the General section:

   Default % Allocation

   Defines the percentage of time you want to allocate the resource to this project (you can enter 0 percent). This amount is reflected in the Allocation and Allocation % columns on the project team staff page.

   Default: 100 percent

   Required: No

4. Create one row for each deviation from the default allocation in the Planned Allocation and Hard Allocation sections. To create a planned or hard allocation period, complete the following fields in the row:

   Start

   Defines the start date for the allocation period.

   Finish

   Defines the finish date for the allocation period.

   % Allocation

   Defines the expected percentage of time for the resources to work (as tentative or committed) on the investment. You can enter zero as the allocation percentage.

5. Save the changes.

More information:

About Editing Allocations

Shift and Scale Resource Allocations

Allocations