| 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’ Activate button won’t be available until baseline date is set |  |
| 5 | Hard refresh the page in which you should see the old allocation project should no longer be active and the new allocation project 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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