Teams (projects and investments) › How to Work with Project Team Staff

How to Work with Project Team Staff

The project team staff page displays a list of the resources or roles that you have added to your project.

To access this page, open the project and click Team. The page displays the name of the project manager and any other participants in the list.

You can do the following:

• Add a resource or role as a team staff member to the project.
• Add a resource or role as a team staff member to the project by OBS Unit.
• Edit the team staff member properties.
• Use the resource finder to replace resources using the availability score.
• Define resource allocation.

  See the Resource Management User Guide for more information.

• Edit the resource role, booking status, start date, finish date, and percent allocation.
• Shift or scale all or a portion of the resource allocations in the project.
• Set resource allocation.
• Generate resource estimates based on allocation.
• Allocate resources from estimates.
• Accept hard allocation.
• Commit planned allocation.
• Remove team staff members from the project.
• Create and manage requisitions