How to Find, Book, and Allocate Resources › Add Investments to Resource Workloads

Add Investments to Resource Workloads

You can add investments to the workload for a resource from both of the resource or role allocations pages. By default, the resources are allocated to work on the new project 100 percent of the time for the duration of the project. Sometimes, the default allocation overbooks the resource. When overbooked, reallocate the time for the resource or replace the resource with another resource.

Note: Only resources identified as staff members can perform a task for a project and record time spent on tasks. Project participants can use the collaboration tools of a project but are not always identified as staff members.

Follow these steps:

1. With the resource open, click Allocations.
2. Click Add.
3. Select the investment for the resource and click Add.

   The investment is added to the workload for the resource.