Edit an allocation

Update existing staff allocations to reflect changes in project plans, roles, or schedules.

📝Overview

Purpose

Update existing staff allocations when project plans change
Ensure allocation data stays accurate across projects, staff, and time periods

Who is this for

PMOs managing allocations and resourcing changes

Pre‑requisites

At least one existing allocation is already created
Familiarity with navigating the Allocations data grid

Permissions required

Access and permission to manage allocations

📹Demo walkthrough

💭How‑to guide

Step 1: Locate the staff member

Find the staff member whose allocation you want to update in the data grid.

💡 Tip: Use the quick search to find the project or staff faster.

Step 2: Select the allocation period

Similar to Excel, click and drag across the cells for the period you want to update. A movable action bar appears once a valid selection is made.

Step 3: Select Bulk Edit

From the movable action bar, click Bulk edit.
In the selection screen, review the chosen period and adjust which allocations to edit by selecting or unselecting rows as needed.
Once review is done, click on Next.

⚠️ Note: If the checkbox is not ticked, the field remains disabled and cannot be edited.

ℹ️ In this example: We want to edit the staff member’s allocations for the second half of May, so we unselected any rows outside that range.

Step 4: Edit allocation details

Choose the allocation category you want to update by ticking the checkbox for the field you want to change to enable it and make the required updates.