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Set Resource Allocation

Use this procedure to set the allocation for one or more team staff members. You can accommodate projects, which are staffed outside an OBS.

The changes you make on this page override the settings on the staff member properties page.

Follow these steps:

  1. Open the project and click Team

    The project team staff page appears.

  2. Select the check box next to the name of the resource, and from the Actions menu, click Set Allocation.

    The set allocation page appears.

  3. Complete the following fields in the General section of the page:
    Start Date

    Defines the start date for the resource on the project.

    Finish Date

    Defines the end date for the resource on the project.

    Default Allocation %

    Defines the percentage of time to allocate the resource to the project (you can enter 0 percent). If you change the amount in this field, the value replaces the value in the Default % Allocation field on the staff member properties page.

    Booking Status

    Defines the booking status for the resource.

    Values:

    • Soft. The resource is tentatively scheduled to work on the investment.
    • Hard. The resource is committed to work on the investment.
    • Mixed. The resource is both soft and hard allocated to the investment, or the soft allocation for the resource does not match the hard allocation.

    Default: Soft

    Request Status

    Select the requisition status of the resource on the project.

    Open for Time Entry

    Specifies whether the resource can track time spent on assigned tasks using timesheets.

    Values: Yes or No

    Default: No Change

    Staff OBS Unit

    Defines the OBS Unit affiliation for the resource assigned to the project.

    Default: Default Staff OBS Unit (if this value is defined for the project)

    Role

    Defines the investment role for the resource. If you specify a role, this value replaces the value in the Investment Role field on the staff member properties page.

  4. Complete the following field in the Existing Allocation Segments section:
    Clear existing allocation segments

    Specifies removing all allocation segments for the selected team staff member.

  5. To create an allocation segment for the selected team staff members, complete the following fields in the New Allocation Segments section of the page:
    Start

    Defines the start date for the allocation segment.

    Finish

    Defines the finish date for the allocation segment.

    % Allocation

    Defines the expected percentage of time for the resource to work (as tentative or committed) on the investment.

  6. Save the changes.

More information:

Edit Team Staff Member Properties