How to Staff a Service Team › Set Allocations for Multiple Team Members

Set Allocations for Multiple Team Members

You can set the allocations of multiple team members at the same time.

Follow these steps:

1. Open the service, and click Team.
2. Select the check box next to the resource to update allocation.
3. Open the Actions menu, and click Set Allocation.
4. In the General section, set the following allocations for the selected team members:

   Start Date and Finish Date

   Defines the date when the allocation starts and ends.

   Select the Reset to Match Investment Start Date check box to reset the resource staffing requirements to match the service start and finish dates.

   Default Allocation %

   Defines the resource allocation for the service.

5. Select the Clear existing allocation segments check box in the Existing Allocation Segments section of the page. Such selection removes all allocation segments for the selected team members.
6. Complete the following fields in the New Allocation Segments section of the page to create an allocation segment for the selected team members:

   Start and End

   Defines the date when the allocation starts and ends.

   % Allocation

   Defines the percentage the resource is allocated to the service.

7. Save the changes.