Building Project Teams › How to Staff Projects

How to Staff Projects

You can staff your project through:

• Direct selection. Using this method, you select the resources or roles you want to add to your project from a list of available resources and roles. When you add staff to your project directly, you are automatically booking them to the project. This method is particularly useful when you are pressed for time.
• Requisitions. This method allows you to set criteria for the resources you want to have on your team. Criteria can be specific skills, OBS unit, availability across certain dates, a certain employee type, or a number of other characteristics. Requisitions are sent to resource managers who are familiar with the qualifications of their resources and with their workloads. Resource requisitions are useful because the resources are selected by people who are familiar with their schedules and skills.
• OBS. Using this method, you select the resources or roles you want to add to your project by OBS Unit.

Project Team Members

You can build a project team that consists of the following members:

Staff

Staff can consist of labor, materials, equipment, and expense resource or role types. You may want to include non-labor resources or roles if you want process financial transactions against them. For example, you may want to bill customers for the cost of traveling to customer sites.

Staff members can be assigned to tasks and can record the time they work on the tasks in their timesheets. Timesheet actuals are generated from the approved hours staff members record on timesheets.

Note: See the Common Features and Personal Options User Guide for more information.

Participants

Project participants use project-level collaboration tools to discuss and monitor project progress, and view general project properties. By default, staff members become automatic participants, but you can add non-staff as participants as well.

Collaboration Managers

Participants who are assigned this role manage access to project-level collaboration tools.

Participant Groups

You can give participant groups collaboration access to projects.

More information:

Add Resources or Roles to Project Staff

View Project Staff

Edit Staff Member Details

Resource Requisitions

Delete Participant Groups