How to Manage Ideas › Staff a Team to Work on an Idea › Evaluate and Change Resource Allocations for an Idea

Evaluate and Change Resource Allocations for an Idea

You can adjust the default resource allocations. You can unbook a hard-booked resource, or extend a resource for additional planning. The team detail page of an idea lists planned and committed allocation for an idea by resource and by time period in a graph. Use this view to determine if a resource is overbooked or under booked and by how much. You can also ascertain the availability of a resource for an idea.

To view the page, select Team, and then click Detail from the page toolbar.

The team detail page displays data based on resource, allocation, and time period. Scrolling over a time period displays a note providing you with a brief summary of what you see. The time period columns are, by default, set to weekly, and start with the current week. The allocation color code is as follows:

Yellow

Resource is allocated at or under availability for that time period.

Red

Resource is over-allocated (the amount of time booked exceeding availability) for that time period.

Green

Allocation to other investments, ideas, or services.

Follow these steps:

1. Open the idea.
2. Click Team.
3. Click the Properties icon for the resource to change allocation.

   The properties page appears.

   The page displays the basic profile fields and allocation-related fields.

4. In Default % Allocation, enter the percentage of time the resource requires to be allocated to the idea. You can enter 0 (zero).

   Note: The Allocation and Allocation % columns on the Idea: Team: Staff page reflects the changes, if any.

5. In the Planned Allocation and Hard Allocation sections, create a row each for deviation from the default allocation.

   Planned Allocation

   A curve that represents the default, or total allocation amount requested by the manager.

   Hard Allocation

   A curve that represents the allocation amount that the resource manager commits.

   Booking Status

   Indicates the kind of booking applied to a resource. This value changes according to the allocation amounts in the planned and hard allocation curves.

   Example: The planned or default allocation for a resource is 100 percent. The resource is booked to work on your idea from 8/01/2014 through 11/30/2014. The same resource is also scheduled to work on another idea 50 percent of the time through September 1. The resource is on vacation from 9/15/2014 through 9/22/2014. You could create two rows for two allocation curves for the resource. One indicates a 50 percent allocation from 8/01 through 9/01, and another indicates a zero percent deviation from 9/15 to 9/22.

6. To create a planned or hard allocation period:
   1. Enter or select a Start date for the period.
   2. Enter or select a Finish date for the period.
   3. Enter the percentage of time you expect them to work (as tentative or committed) in the % Allocation field. You can enter 0 (zero).
7. Click New Row to add another row and repeat Step 4.
8. Click Save and Return.