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

Resource and Role Allocations

To view and edit information about the assigned investments for a resource or role, use the Allocations page. This page lists all the projects to which the resource or role has been added. You can make the following changes:

• Add and remove projects to and from the workload for a resource.
• Add and remove investments.
• Edit the amount of time the resource or role has been allocated to a project.
• Change the start and finish dates for the investment allocation.
• Change booking status, and edit allocations by date or percentage.
• 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. To reduce the amount of time a resource spends on each project, you can adjust the % Allocations field.
• Shift investment allocation periods.

Roles can be allocated to a project or an investment with hard, soft, and mixed booking status and planned or hard allocations. Any unfilled roles represent all roles and their allocation which is based on the filtering criteria for the booking status.

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 that 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.

Note: If a project is locked and in tentative mode, you cannot change allocations for existing team members. To allow you to edit the team while the project is locked, the project manager can change the following default project management setting:

Allow Edit of Allocations when Investment is Locked.