Service Team › Staff Allocations (Service) › Edit Planned and Committed Resource Allocations (Service)

Edit Planned and Committed Resource Allocations (Service)

The detail page of service team lists the planned and committed allocation for a service by resource by time period in a graph format. This view helps you determine if a resource is overbooked or under booked and by how much. You can also ascertain a resource availability for a service.

On this page, you can edit information such as the time cells for each resource. Changing the time cells changes the way planned and committed allocation is presented in the graph.

Follow these steps:

1. Open the service.

   The properties page appears.

2. Open the Team menu, and click Detail.

   The details page appears. The data is displayed 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 set to weekly by default, and always start with the current week. The allocation color indicates the following:

   • Yellow. The resource is allocated at or under availability for that time period.
   • Red. The resource is over-allocated (that is, the amount of time booked exceeds availability) for that time period.
   • Green. Allocation to other investments, ideas, or services.
3. Click in the graph to edit the time-related values.

For more information, see the Basics User Guide.