Service Team › Staff Allocations (Service) › How to Reset Staff Allocations (Service) › Accept a Resource's Hard Allocation (Service)

Accept a Resource's Hard Allocation (Service)

Use the Accept Hard Allocation option to reset a resource planned allocation to equalize with the hard-booked allocation. If soft-booked planned segments display in the Planned Allocation section, they are removed and all segments are reset to equal the hard-booked segment.

Note: The Accept Hard Allocation option displays on the page depending on your Mixed Booking settings.

Contact your CA Clarity PPM administrator or 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 for hard allocation.
3. Open the Actions menu, and click Accept Hard Allocation.

   The confirmation page appears.

4. Click Yes.

   The selection equalizes the planned allocation with the committed allocation. The % Allocation and Allocation column values can change. The Booking Status value displays "Hard" to imply that all the allocations are fully committed.