Managing Projects › Project Properties › Scheduling Properties (Projects) › Define Default Staffing Options

Define Default Staffing Options

You can define a project's default staffing options in the Staffing section of the Project: Properties: Main - Schedule page. The OBS you choose as the default staff OBS unit is used to more fully describe a staffing requirement. This is done by mapping roles with OBS units with resource managers. The staff OBS can be anything such as resource pool, a specific location, or a department. For example, if you need a programmer (role) from Atlanta (staff OBS), then you can use the project's default OBS value to route the role requisition to the resource manager responsible for allocating resources from Atlanta OBS.

The staff OBS you identify is also used during capacity planning. You can filter capacity and demand based on staff OBS. For example, you can use it to find out if you have enough capacity for programmers in Atlanta to fulfill the demand for programmers in that location.

You can also specify whether or not you want to require resource requisitions be approved before they can be booked. When you select the Requisition Approval Required check box, the following rules apply:

• Resources must have the Project - Edit access right to book proposed resources to a project or reject them. If resources also have hard-booking rights, they can hard book those resources directly to the project. Without this access right, resources can only propose resources, which submits the booking for approval.
• If you request a named resource and the booking manager proposes the same resource with the same allocation, the proposal is approved automatically and a notification is sent. There is no formal approval required.

To define a project's default staffing options

1. Open the project.

   The Project: Properties: Main - General page appears.

2. Select Schedule from the content menu.

   The Project: Properties: Main - Schedule page appears.

3. In the Staffing section, complete the following fields:

   Default Staff OBS Unit

   Defines the set default OBS unit that is used when you add team staff members to this project. This OBS unit more fully describes a staffing requirement, and can be a resource pool, a specific location, or a department. By mapping roles with OBS units and resource managers, the roles can be filled more accurately. The default staff OBS unit is used during capacity planning for analyzing demand against your capacity using the staff OBS as filter criteria.

   Note: See the Resource Management User Guide for more information.

   Example:

   Use the OBS to find out if you have enough capacity for programmers in Atlanta to fulfill the demand for programmers in that location.

   Requisition Approval Required

   Specifies whether you want to require that requisitions be approved before they can be booked.

4. Click Submit.