Teams (projects and investments) › Allocations › How to Reset Resource Allocations › Accept Hard Allocation

Accept Hard Allocation

Use this procedure to reset the planned allocation to be equal to the hard-booked, or committed, allocation. Soft-booked planned segments in the Planned Allocation section are removed and all segments are reset to equal the hard-booked segment.

Accordingly, the % Allocation and the Weekly Summary column values on the project team staff page change. When you accept the hard allocation, the resource booking status displays as "Hard" because all the allocation is fully committed.

Note: The option to accept hard allocation is dependent on the default Allow Mixed Booking project management setting.

Follow these steps:

1. Open the project and click Team.

   The project team staff page appears by default.

2. Select the check box next to the name of the resource to accept hard allocation, and from the Actions menu, click Accept Hard Allocation.

   The confirmation page appears.

3. Click Yes.

More information:

Set the Default Resource Booking Options