Allocation Budgets by Staff Member

In addition to entering allocation budgets by project or account, you can also enter allocation budgets by staff member. It's one of the panels on the staff member's Management detail page.

1. From the Management menu, choose the Staff List screen.
2. Click on the name of the person you'd like to edit.
3. Choose the Management Info link from the Information Box on the left-hand side of the screen.
4. Open the Project Budgets edit pane in order to see your allocation budgets for this individual (note that the system defaults to show you the current period on this screen).

Here, you'll see a pane for "Allocation Budgets" that lists all of the projects for which this staff member has allocated time. Once again, you can move from month to month using the navigation controls at the top of the pane, and you can add new projects to the list by entering the project's name in the blank row at the bottom of the list.