How to Find, Book, and Allocate Resources › Resource and Role Allocations

Resource and Role Allocations

Use the resource and role Allocations page to view and edit information about the investments to which a resource or role is assigned. This page lists all the projects to which the resource or role has been added. Use this page to add and remove projects to and from the workload for the resource, and to edit the amount of time the resource or role has been allocated to a project. You can change booking status, and edit allocations by date or percentage. In addition, you can add and remove investments.

When you change allocations from resource management pages, you only change investment-level information, specifically, the resource or role allocations to the investment. These dates can differ from the ones to which the resource or role has been assigned to project tasks. The changes you make from the resource/ role allocation pages appear on the team staff page for the investment.

Best Practice: Do not change the investment allocations for a resource or role from resource management pages. Only the manager of the investment to which the resource or role has been assigned can modify allocations. If you are the manager of the investment, change allocations from the team staff page of the investment. As a resource manager, if you edit allocations for a resource from the resource planning pages, communicate the changes to the manager of the investment. The manager can then adjust task assignments and the schedule for the investment, if necessary.

You can make the following allocation changes:

• Change the start and finish dates for the investment allocation.
• Change the percentage of time the resource or role is allocated to the investment. Resources and roles are booked to each project for 100 percent of their time. Use the % Allocations field to reduce the amount of time a resource spends on each project.
• Shift investment allocation periods.

Note: If a project is locked and in tentative mode, you cannot edit allocations for existing team members. The project manager can change the Allow Edit of Allocations when Investment is Locked default project management setting to allow you to make changes to the team while the project is locked.