Once you have added the resource or role to the project, you can specify the details for that staffing requirement. When you have specified the details, create requisitions for the staffing requirements.
When you first add a staffing resource to your project, the project's default staff OBS is used as the staff member's staff OBS unit. If the named resource has the same resource OBS type as the project's default staff OBS, then this value is set to the OBS unit of the named resource. If the staff member does not have the same resource OBS type as the project's default staff OBS, then this value is left blank. If you have not defined a default staff OBS for the project, then the staff member's staff OBS is left blank. The staff OBS value is assigned to the staffing requirement and does not change even if the resource record for the named resource has a different value.
When booking a requisition, the booked resource's staff OBS value is set using the same rules as replace.
To edit staff member details
The Project: Properties: Main - General page appears.
The Project: Team: Staff page appears.
The Staff Member Properties page appears.
Choose the staff member's booking status.
Values: Soft, Hard, or Mixed
The requisition status if a requisition is linked to the team record. Whenever the actual requisition status changes on the Requisition Properties page, this request status field is updated. This provides the project manager an indicator of the state of their requisitions. When you first create a staffing requirement, the request status is "New" because you have not yet asked the resource manager to fill the staffing needs. This field is read-only unless the requisition status is "Closed" or "Booked" or there are no requisitions. If there is more than one requisition attached, then this field displays the status of the open (not closed) requisition. You can use this status for manually booking a resource without using a formal requisition.
Values: New, Open, Proposed, Booked, or Closed (if there are no requisitions associated with this team member).
Note: See the Resource Management User Guide for more information.
The role for which resources are being requested for this investment (for example, developer, business analyst, or architect.)
Defines the staff member's OBS Unit affiliation.
Default: The project's Staff OBS Unit value if one is defined for the project.
Specifies if this resource can enter time against a specific project.
Default: Selected
This value represents the time duration for which the resource is needed on the project. It represents the total amount of availability the resource has to the project (as requested by the project manager).
This value represents the total amount of hard-booked availability the resource has to the project (as filled out by the resource manager). There is no hard allocation value until the resource manager hard-books the allocations.
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