Service Team › Staff Allocations (Service) › Change a Resource's Default Allocation (Service)

Change a Resource's Default Allocation (Service)

You can use the Planned Allocation and Hard Allocation sections on a staff member page of service properties. The sections help indicate any deviations from the Default % Allocation field. You can unbook a hard-booked resource or extend a resource to do additional planning. The page displays the basic profile fields and a number of allocation-related fields that can be edited.

The Planned Allocation curve represents the default or total allocation amount that the service manager requests for. The Hard Allocation curve represents the allocation amount that the resource manager commits. The booking status for a resource changes according to the allocation amounts in the planned and hard allocation curves.

For example, suppose the planned or default allocation for a resource is 100 percent. The resource is booked to work on your service from 8/11 through 11/1. The resource is scheduled to work on another service 50 percent of the time through September 1 and is on vacation from September 15 to 22nd. In this case, you can create two allocation curves: one that indicates a deviation to 50 percent from 8/01/11 through 9/01/11. Another that indicates a deviation to 0 percent from 9/15/11 to 9/22/11.

Follow these steps:

1. Open the service, and click Team.

   The staff list page appears.

2. Click the Properties icon next to the resource to change allocations.

   The properties page appears.

3. At Default % Allocation, enter the percentage of time for the resource to allocate to the service (you can enter 0%).

   The change is reflected in the Allocation and Allocation % columns on the staff page of service team.

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

   Example:

   Create two rows. One, to cover the period where the resource actually works at 50 percent (compared to the 100 percent default or planned allocation). Another, for the period where the resource actually works at 0 percent (compared to the 100 percent default or planned allocation).

5. Do the following 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%.
6. Save the changes.