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Define the Resource Allocation

When necessary, define the resource allocations for the resources that you have staffed to the project. The Project Team Staff page lists the booking status for all the investments to which the resource is allocated. In addition, you can see the number of hours the resource is allocated to each investment and displays a list of planned and committed allocation for the project. This information helps you determine the resource availability for a project, or to determine when a resource is overbooked or under-booked and by how much. Unless you change the booking dates, the resource is automatically staffed to the project for the duration of the project.

Use the time-scaled column in the list to change most of the time-related values for the resources on the project. Allocation by resource, allocation, and time period is displayed in this column. You can edit information such as the time cells for each resource. Changing the time cells changes the way that planned and committed allocation is presented in the time-scaled column.

Follow these steps:

  1. Open the project and click Team.
  2. Complete the fields in the Project Team Staff page for the required team members. The following fields require explanation:
    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

    % Allocation

    Defines the expected percentage of time for the resource to work (as tentative or committed) on the investment. The product assumes that each team staff member is assigned to the project and to each task at 100 percent of their available time. This assumption is true if the resource is not allocated to other tasks on other projects.

  3. Save your changes.

More information:

How to Define Project Estimates (ETC)