Edit or delete automatic resource allocations

Once you add automatic resource allocations for clients, you can edit the details (such as the job type, resource or hours) for an individual client in Contacts or you can edit them in bulk in the Resource Allocations area. You can also edit some individual details in the Jobs area. 

There are a number of reasons why you may need to change the allocations for a user:

You can change the job type you set on an automatic resource allocation in a number of ways:

You can change the resource (user/staff member) allocated to a job, if the job is still expected to be completed in the month allocated but a new user needs to be allocated to the job. For example, if Jane is the original resource, and you change the resource to John, the resources allocations change as follows:

  • If Jane had used some of her allocations, the remaining hours are allocated to John.
  • If Jane had not used up any allocations, she is deleted from the allocated resources for this job, and John gets all the hours allocated.

You can change the resource in a number of ways:

You can change the hours you set on a resource allocation (either manual or automatic) in a number of ways:

Contacts - View, Add and Edit Contacts

  1. Click Contacts > All Contacts.
  2. Locate and click the row of the required client.
  3. Click the Resourcing & Fees tab. 
  4. Click on the resource allocation you want to edit.

  1. Edit the automatic resource allocation as required:
  2. Select a new Job Type, if required.
  3. Assign a new resource (staff member/user), if required.
  4. Change the allocated Hours, if required.
  5. Select the Make Owner or Make Currently Responsible check boxes, as required.
  6. Click Save.

Workflow and Resource Manager

  1. Click Jobs > Resource Allocations.
  2. Locate the automatic resource allocation you want to edit.
  3. Click the Edit button  at the end of the row.

  1. Edit the automatic resource allocation as required:
  2. Select a new Job Type, if required.
  3. Assign a new resource (staff member/user), if required.
  4. Change the allocated Hours, if required.
  5. Select the Make Owner or Make Currently Responsible check boxes, as required.
  6. Click Save.

Workflow and Resource Manager

  1. Click Jobs > Resource Allocations.
  2. Select the automatic resource allocations that you want to edit the details for in bulk.
  3. Edit the details in bulk as required:
  4. Click Change Resource > select the New Resource from the list > click Yes.

  • Click Change Hours > enter the new number of Allocated Hours > click Yes.

  • Click Change Job Type > select the New Job Type > click Yes.

Jobs - View, Add and Edit Jobs

If a user that is not allocated resource enters time against a job, they appear on the Non-allocated Resources panel of the Job Details page:

They also appear on the Resources panel of the Job Setup page with Hours Allocated = None:

 You can change this user to be an allocated resource.

  1. Click Jobs > Jobs.
  2. Locate and select the row of the required job to open it.
  3. Click Edit Details in the Job Details panel to open the Job Setup page.
  4. Click the row of the non-allocated resource (user) in the Resources panel.
  5. Allocate some time.
  6. Click Save.

The user moves from the Non-allocated Resource panel to the Allocated Resource panel in the Job Details area.

You can delete a resource allocation in a number of ways:

Contacts - View, Add and Edit Contacts

  1. Click Contacts.
  2. Locate and click the row of the required client.
  3. Click the Resourcing & Fees tab.
  4. Click the Delete button  on the row of the entries for the relevant user.
  5. Click Yes.

Workflow and Resource Manager

  1. Click Jobs > Resource Allocations.
  2. Locate the resource allocation(s) you want to delete.
  3. Delete individually or in bulk as required.
  4. Click the Delete button  at the end of the row of the individual resource allocation > click Yes.
  5. Select the check boxes of the resource allocations you want to delete in bulk > click Delete > click Yes.
See Also:

Add automatic resource allocations

Manage manual resource allocations in a job