Teams (projects and investments) › About Resource Allocation › Change Resource Default Allocation (Investments)

Change Resource Default Allocation (Investments)

Use the following procedure to indicate any deviations from the Default % Allocation field. You can unbook a hard-booked resource or extend a resource to do additional project planning.

Follow these steps:

1. Open the project and click Team.
2. Click the Properties icon for the resource to change allocation.
3. Complete the following field in the General section:

   Default % Allocation

   Defines the percentage of time you want to allocate the resource to this project (you can enter 0 percent). This amount is reflected in the Allocation and Allocation % columns on the project team staff page.

   Default: 100 percent

   Required: No

4. Create one row for each deviation from the default allocation in the Planned Allocation and Hard Allocation sections. To create a planned or hard allocation period, complete the following fields in the row:

   Start

   Defines the start date for the allocation period.

   Finish

   Defines the finish date for the allocation period.

   % Allocation

   Defines the expected percentage of time for the resource to work (as tentative or committed) on the investment.

5. Save the changes.

More information:

Planned and Hard Allocation

About Resource Allocation