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How to Reset Staff Allocations (Service)
You can reset your service staff allocations in the following ways:
- Shift Allocation to shift or scale all or a portion of the resource allocations in a service. Shift by moving resource allocations back and forward in time.
- Set Allocation to update the allocation of multiple team members at the same time.
- Commit Planned Allocation to reset a resource hard allocation to equal the planned allocation.
- Accept Hard Allocation to reset a resource planned allocation to equal the hard-booked allocation.
The options are available from the More button on the staff and detail pages of service team.
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