| 1 | Click on ‘Edit' in the new Planning Period (formerly allocation project) that you want to make active |  | ||
| 2 | Select a baseline date and click on ‘Update’ |  | ||
| 3 | Optional: If you have rate card loaded into TeamForm, then you will need to ensure the working days is also filled in |  | ||
| 4 | Click on ‘Activate’
|  | ||
| 5 | Hard refresh the page in which you should see the old allocation project planning period should no longer be active and the new allocation project planning period should have the following symbol:  In the description you should also see baseline, started and effective dates as well as Planner and Team Builder ticked |  | ||
| 6 | Click on ‘Edit’ in the new Planning Period | |||
| 7 | Tick the ‘Enable realtime allocation’ box |  |
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