How to Manage Ideas › Staff a Team to Work on an Idea › Reset Staff Allocations

Reset Staff Allocations

You move resource allocations backward or forward in time to shift or scale all or a portion of the resource allocations for an idea. As you move data, segmented allocation dates are kept intact, even when the percent allocated for each segment changes. Shifting allocations is useful for projecting allocations beyond the allowable time-scaled view, which only extends for six months.

For example, an allocation starts on May 1 and continues at its default rate of 100 percent through the end of May. Then it extends through June at the reduced allocation of 50 percent. You can shift the allocation to start from June 1 to July 2 (for 31 calendar days) at 100 percent, and continue to August 2 at 50 percent. You can also shift allocations for time spans that contain no segments.

You can also reset the staff allocations for an idea in the following ways:

• Set the allocation to update the allocation of multiple team members at the same time.
• Commit the planned allocation to reset a resource hard allocation to be equal to the planned allocation.
• Accept the hard allocation to reset a resource planned allocation to be equal to the hard-booked allocation.

Follow these steps:

1. Open the idea.
2. Click Team.
3. Select the check box next to a resource.
4. To shift the allocation, click Shift Allocation from the Actions menu.
   1. Enter a start and finish date for the range that you want to shift.
   2. In the Time Shift Parameters section, do the following:
      • In the Shift to Date field, enter a new start date. If the field is left empty, no shifting occurs.
      • In the Shift Cut-off Date field, enter the last date for the time shift range. You cannot shift allocations beyond this date.
      • In the Scale Allocation % By field, enter the percentage change in the allocation for the shift. If the field is left empty, no scaling occurs.
   3. Click Save and Return.
5. From the Actions menu on top right, click Set Allocation.

   Note: Click More on the team staff page and team detail pages of an idea to use the Set Allocation option.

   In the General section of the allocations page, set the following allocations for the selected team members:

   Start Date

   Defines the date of starting work on the idea. Select the Reset to Match Investment Start Date check box to reset the resource staffing requirements on the idea to match the idea start date.

   Finish Date

   Defines the last date of working on the idea. Select the Reset to Match Investment Finish Date check box to reset the resource staffing requirements on the idea to match the idea finish date.

   Default % Allocation

   Defines the percentage of time for allocating the resource to the idea. You can enter 0 percent. The Allocation and Allocation % columns on the Idea Team: Staff page reflects the change.

   Booking Status column

   Displays the resource or role booking status.

   Values

   • Hard. The resource is committed to the idea.
   • Soft. The resource is tentatively scheduled for the idea.
   • Mixed. Both soft and hard allocation exists for the resource.

6. (Optional) You can commit the planned allocation and make it equal to the hard allocation for the resource. From the Actions menu on top right, click Commit Planned Allocation.

   The confirmation page appears.

   Click Yes. Edit the planned allocation segment for hard-booking the segments for a resource. A hard booking status for a resource signifies full commitment. To use the Commit Planned Allocation option, click More on the Idea Team: Staff page and Idea Team: Detail pages and select the option.

   Note: Committing planned allocation does not reset the default allocation percentage. This action copies the planned allocation into the Hard Allocation section of the resource Staff Member Properties page. The Hard Allocation section displays on the page depending on your Mixed Booking settings.

7. (Optional) To set the planned allocation to equal the committed hard-booked allocation, click the Actions menu and select Accept Hard Allocation.

   The confirmation page appears.

   Click Yes. If soft-booked planned segments display in the Planned Allocation section they are removed. All segments are then reset to equal the hard-booked segment. The % Allocation and Allocation column values change. The Booking Status value appears Hard because the allocation is fully committed.

   Note: The Accept Hard Allocation option displays on the page depending on your Mixed Booking settings.

8. Click Save and Return.