Ideas › How to Staff a Team (Idea) › About the Team: Staff Page (Idea)

About the Team: Staff Page (Idea)

To display the team staff page, open the idea and click Team.

Staff members are resources or roles that can be assigned to work on an idea. The staff can record the time worked on the idea on their timesheet. Ideas are not associated with tasks and staffing them does not result in long-term commitments for that staff.

You can use a role as a placeholder when you do not know the name of the resource you want to staff on your idea. Or, if the resource for staffing is not available. You can staff your idea with multiple instances of a role but not multiple instances of a resource.

Use the team staff page of an idea to add staff to the idea. The following describes the columns and icons on the page when you staff resources to the idea:

Properties icon

Opens the resource profile. You can view profile information and change allocations, including planned and hard allocations.

See the Resource Management User Guide for more information.

Resource Finder icon

Opens the Find Resources page for the selected resource. On this page, you can replace the resource or role with a different resource or role.

Resource column

Click a resource name to view and edit the resource general properties.

Resource Allocation

Opens the Resource/ Role Allocations page. You can update the resource allocation.

Role

Displays the role of the resource, which can be different from the primary role selected in the resource profile.

Time column

Displays a yellow checkmark if the resource or role is allowed to enter time for the idea.

Booking Status column

Displays the resource or role booking status.

Values

• Hard. The resource is committed to the idea.
• Soft. The resource is tentatively scheduled for the idea.

Mixed. Both soft and hard allocation exists for the resource.

Start column

Displays the team member allocation start date. If not defined, the date defaults to the start date of the idea.

Finish column

Displays the team member allocation finish date. If not defined, the date defaults to the finish date of the idea.

% Allocation

Displays the team member percent allocation to the idea. Each staff member is assigned to the idea at 100 percent of the resource available time by default.

Allocation

Displays the number of hours the resource has been tentatively booked to the idea. Unless you change the booking dates, staff members are automatically booked for the entire duration of the idea. This field cannot be edited but changes to reflect edits you make using:

• The setting allocation options.
• The new allocation curves defined on the Idea Staff Member: Properties page.
• The Shift Allocation option.

Allocated Actuals

Displays the total number of hours the resource has recorded to date on this idea.

Incident Actuals

Displays the time posted to incidents associated to this idea.

Total Actuals

Displays the aggregated total actual time posted. This value is the sum of the allocated actuals and the incident actuals.

More information:

Staff Member Replacement (Idea)

Staff Allocations (Idea)

How to Reset Staff Allocations (Idea)

Shift and Scale Resource Allocations on Ideas

Change Resource Default Allocation (Idea)