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Reduce Resource Allocations

After you open a requisition, if you decide that a resource is over-allocated, you can reduce the allocation.

Follow these steps:

  1. Open Home, and from Resource Management, click Resource Requisitions.
  2. Edit the fields on the page.
  3. Reduce the allocation of the resource to avoid overallocation.
  4. Save the new allocation amount.

    The yellow now represents the new booking amount to the project and the green represents the bookings to other projects. No red displays to indicate over-allocation.

You can also use this procedure from an open resource:

Follow these steps:

  1. Click the Properties icon to the left of the resource name.
  2. Edit existing allocation segments, and add any new ones.
  3. Click Save and Return.