Reallocating Resource Allocations

 

If necessary, you can reallocate resources even after you have approved an allocation.

To reallocate resource allocations:

  1. In the bottom of the Team Manager application, click the plus next to the resource name you want to reallocate.
    A list of workspaces to which the resource is allocated displays.
  2. Click the Actions icon for the workspace allocation you want to reallocate and click Reallocate.
    The allocation is moved to the Pending Resource Requests area with editable fields containing the hours the resource had been approved for the request.

    Note: Until you take action on the reallocation, there is no permanent change to the assignment (the allocation remains in the Resource Allocations section). See Step 3 for actions you can take on the reallocated resource.
  3. Edit the reallocated resource request based on your needs:
  4. To cancel the reallocation, click the Remove Resource icon to remove the resource from the Pending Resource Requests area. This removes the resource from the upper section of the Team Manager screen without changing their allocation in the lower section of the screen.
  5. To change the number of hours/FTE the resource is allocated to the allocation, edit the values, then click the Actions icon next to the resource type and select Approve All Resources to approve the changed allocation.

    Note: You cannot enter 0 (zero) in any field. To completely remove a value for a period, clear the box for that period.
  6. To add additional resources to the request, click the Actions icon next to the resource type and click Allocate Resources. (See Allocating Resources in Team Manager for details.)

 

 

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