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After selecting the new supply team, click the ‘Change’ button to save. This will remove the person from their previous supply team, and allocate them to the new one.

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Editing Past Allocations

By default, only admin users can edit historical allocation information. This includes:

  • Changing the start date of an allocation if it is in the past

  • Changing the end date of an allocation if it is in the past

  • Changing the FTE of an allocation if it affects a time period in the past

  • Creating a new allocation with a start date in the past

  • Deleting an allocation if it affects a time period in the past

Power users can perform all of the above actions on allocations where past data is not affected.

An admin can allow power users to edit past allocation information via the ‘allow users to edit past allocations’ option in Configure workspace → Allocation config:

image-20241113-053426.pngImage Added

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