Change a person's allocations

Easily allocate, adjust or remove a specific person from a target team.

Get started

1. Use the People search to find the desired person.

2. Click Allocate button.

3. The Allocation window opens showing all the target teams the person is currently allocated to and how much full-time equivalent (FTE) is attributed to the team.

Add a new target team

1. Find the desired target team by using the search box.

2. Click + Add.

3. New allocation defaults to the person’s remaining available FTE.

Adjust the full-time equivalent amount for a team

1. Locate the desired target in the list.

2. Use the + and - icons to change the FTE amount, or enter an amount directly into the input field.

3. Click the green tick icon to save the new allocation amount.

Remove a target team

1. Locate the desired target.

2. Click x Remove to have the person leave the team.

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