How to Staff a Service Team › Edit Planned and Committed Allocations for a Service

Edit Planned and Committed Allocations for a Service

As a service manager, you want to answer the following questions:

• How much resource availability do I have for a service?
• Which resources are overbooked or under booked, and by how much?

You can examine the planned and committed allocation for a service by resource and by time period in a graph.

Follow these steps:

1. Open a service.
2. Click the Team menu and select Detail.

   Allocations appear by resource, allocation, and time period.

3. Scroll over a time period.

   A note with a brief summary appears.

4. Examine the time period columns and allocation colors. The columns are set to weekly by default, and always start with the current week.
   • Yellow indicates resources that are allocated at or under availability for that time period.
   • Red indicates resources that are over-allocated. The amount of time booked exceeds availability for that time period.
   • Green indicates resource allocations to other investments, ideas, or services.
5. To edit the time-related values, click in the graph. For example, you can edit the time cells for each resource.
6. Save your changes.