Current Behavior:
In Capacity Planner, we can allocate either to a team or to a specific resource, but there’s no way to roll one over to the other.
Our Workflow:
We often allocate resources before a project closes to manage our pipeline. Once a deal is close to finalizing and the project is tangible, we need to shift those allocations from the team level to the individual resource who will own the project.
Desired Outcome:
Enable allocations to be rolled over from team → individual resource without having to re-enter them manually.
Impact:
This would better align resource planning with our sales pipeline and save time by reducing double entry.
Guest
| Tempo Products | Tempo Planner |
| Tempo Platform | Cloud |
