How to Find, Book, and Allocate Resources › Edit Investment Allocations

Edit Investment Allocations

The allocations detail page displays resource and role allocations by investment and week in a histogram. Investments appear in rows and allocations appear in columns by week. Use this page to edit weekly allocations for a resource by investment.

Follow these steps:

1. With the resource open, click Allocations, Detail.

   The allocations detail page appears.

2. Click in the field containing the data and edit the data.
3. Change the weekly allocations, and click Save.
4. Confirm the changes in the Aggregation section at the bottom of the page.
   • The red bar indicates the months in which the role is overbooked.
   • The yellow bar indicates that no over allocations appear in that period.
5. Save your changes.