Teams (projects and investments) › About Resource Allocation › Manage Resource Allocations

Manage Resource Allocations

The project manager can make the following changes to the resource allocation after a resource is hard-booked to a project:

• Reduce the allocation. The project manager can unbook a resource for a period under the following circumstances:
  • If a resource is booked to a project for a longer time than required.
  • If a resource is unavailable during a specific period.
• Extend the allocation. If a project gets extended, the project manager can request more booking for a particular resource.
• Replace a resource or role. If a resource is being unbooked, the project manager can request a replacement for that resource.

You can also manage the allocation of the team staff members using the following methods:

• Allocate resources from estimates.
• Generate estimates based on resource allocation.
• Set resource allocation.
• Commit planned allocation.
• Accept hard allocation.