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Edit an Allocation

 

How to Edit an Allocation in Resource Center

      1. Hover over Resourcing in the left navigation and select Resource Center.
      2. On the Resource Center page, select the Projects tab.Project-tab.png
      3. Find your project in the Projects List and click the arrow to the left of the name to expand it. You’ll see all the named and unnamed resources that have been assigned to the project.
        RC-Projects_View-Expanded.png
      4. On the timeline to the right of the resource, click on the allocation you want to edit.
        Select-Allocation.png
      5. When the Edit Allocation modal appears, you can edit the starting and ending dates, allocation by percentage (or hours), and designate whether or not the allocation is Soft or Hard.
        Edit-Allocation-Modal.png
      6. Click Save to apply your changes.

How to Change an Allocation to Soft or Hard

In the Resource Center, hard allocations are shown as solid colors, while soft allocations are shown as striped.
Note: Please see our Allocations article for more information about the differences between soft and hard allocations.
Hard-Soft-Allocations.png

      1. Hover over Resourcing in the left navigation and select Resource Center.
      2. On the Resource Center page, select the Projects tab.
        Project-tab.png
      3. Find your project in the Projects List and click the arrow to the left of the name to expand it. You’ll see all the named and unnamed resources that have been assigned to the project.
        RC-Projects_View-Expanded.png
      4. On the timeline to the right of the resource, click on the allocation you want to change.
        Select-Allocation.png
      5. When the Edit Allocation modal appears, use the Soft or Hard buttons to indicate the Allocation Type.
        Note: The Allocation Type can only be set for named resources.

        Edit-Allocation-Modal.png
      6. Click Save to apply your changes.

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