Service Team › Staff Allocations (Service) › Edit Staff Allocations (Service)

Edit Staff Allocations (Service)

You can use the staff page of service team to edit the allocation-related staff information.

Follow these steps:

1. Open the service, and click Team.

   The staff list page appears.

2. Edit the following fields:

   Resource

   Displays the resource name. Click the resource name link to open the resource properties.

   Role

   Defines the resource role for the investment.

   Time

   Indicates if the resource can enter time for work completed on the investment.

   Booking Status

   Indicates the resource booking status for the investment.

   Start and Finish

   Defines the start and finish dates the resource is booked to the investment. Change in dates update the value in the Allocation column.

   % Allocation

   Defines the default amount this resource is allocated to this investment. You can enter 0 (zero) as the allocation percentage. Changes also update the value in the Allocation column.

   Allocation

   Displays the number of hours the resource is tentatively booked.

   Allocated Actuals

   Displays the total number of hours until date that the resource has on this investment.

   Incident Actuals

   Displays the time posted to incidents associated with this investment.

   Total Actuals

   Defines the total actuals posted for this resource.

3. Save the changes.