Assign team resources

You can assign team resources to staffing profile positions from the team Demand tab.

Prerequisite:

  • You must have the Edit Resource Pools or Edit All Resource Pools access grant.

  • You are the team manager, or the manager of its parent team.

Note: You can only assign resources to, reject, forward and promise an allocation to the positions that specified your team (or its subteams) in the Resource Pool column.

Assign a resource to resource request or promised allocation

You can assign resources in your team and its subteams to a resource request or a promised allocation.

Note: To assign a resource to a promised allocation:

  • You must have the Resource Mgmt: Promise Unspecified Resources access grant.

  • The parameter ENABLE_PROMISE_RESOURCE_ALLOCATION must be enabled.

To do so:

  1. Open your team and go to the Demand tab.

  2. Do either of the following:

  3. Select one or more resources to assign.

  4. Click elsewhere on the Demand page, or click OK if you are in the Select Resource(s) to Assign dialog box to save the changes.

    If you assign more than one resource to a position or promise, the allocated efforts of the resources are used in the order that the resources are selected. For example, if you select Elva and then select Johnson to assign to a position or promise, the allocation of Elva is used first.

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Promise an allocation

You can promise an allocation without specifically naming the resource, and assign a specific resource at a later time.

To promise an allocation:

  1. Prerequisites:

    • You must have the Resource Mgmt: Promise Unspecified Resources access grant.

    • The parameter ENABLE_PROMISE_RESOURCE_ALLOCATION must be enabled.

  2. Open your team and go to the Demand tab.

  3. Click ... next to the position to promise and select Promise.

    A new line appears with Promise as the resource. The status defaults to Soft Booked and the promised allocation defaults to the position's unmet demand. You can edit the promised allocation value as needed.

  4. Your changes are saved automatically.

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Reject and forward a demand

You can reject a resource demand if your team cannot fulfill this demand or forward it to another team that has a more suitable resource.

To reject a resource demand:

  1. Open your team and go to the Demand tab.

  2. Click ... next to the position to reject and select Reject.

    The Reject request for unmet demand dialog opens.

  3. Provide a reason for rejecting the demand in the Comments field.

  4. Click Done.

To forward a resource demand:

  1. Open your team and go to the Demand tab.

  2. Click ... next to the position to forward and select Forward.

    The Forward request to another team dialog opens.

  3. Specify a team in the Forward to Team field.

  4. Provide a reason for forwarding the resource demand in the Comments field.

  5. Click Done.

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Adjust allocation of an assignment

You can adjust the allocation of an assignment only when the period type is set to month or week. See Period typefor details.

To adjust the allocation of an assignment:

  1. Open your team and go to the Demand tab.

  2. Editable assignment has an edit icon in the front of it. Locate the assignment you want to adjust.

  3. Double-click the time period cell whose allocation you want to adjust and provide a new value.

    Shortcuts when editing allocation

    Arrow keys to move cursor

    You can press the Arrow keys to move your cursor to the right, left, previous line and next line.
    Enter and Esc keys to enter and exist edit mode
    1. Place your cursor on a cell.

    2. Press the Enter key to enter the edit mode and make the changes.

    3. Press the Enter key to save the changes.

      Press the Esc key to discard the changes.

    Shift + click to copy a cell value to the same line
    1. Click the cell whose value is to be copied.

    2. Press the Shift key and at the same time click another cell on the same line.

      The cells in between are filled with the copied value.

    Ctrl + D to copy a range down
    1. Select more than one lines.

    2. Press the Ctrl and D keys at the same time.

      The values in the first line are copied to all the other lines.

    Ctrl + C and Ctrl + V to copy cell values
    1. Select one or more cells whose values are to be copied.

    2. Press Ctrl and C.

    3. Select the cells that you want to copy the values to.

    4. Press Ctrl and D.

    Delete values in multiple cells
    1. Select one or more cells whose values are to be deleted.

    2. Press Delete.

  4. Click elsewhere on the page to save your changes.

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Remove an assignment or change its status

Once an assignment (either a named resource or a promise) has been assigned to a position, you can remove the assignment, or change its status to either Committed or Soft Booked. By default, the status of an assignment is Soft Booked.

To remove an assignment or change its status:

  1. Open your team and go to the Demand tab.

  2. To remove a resource or promise, click the Delete icon () next to it. The changes are saved automatically.

  3. To change the assignment status, in the Status column of the resource or promise, select Committed or Soft Booked.

  4. Click elsewhere on the page to save the changes to status.

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