Investment Team

Team members are the core elements of an investment. Both are essential to meeting investment objectives. Team members are necessary to generate ideas and monitor progress. Once the investment is underway, staff can record actuals for time spent on investments. Investment managers can then compare actuals to estimates for planning, tracking, and budgeting purposes.

You can staff your investments by allocating roles and resources. You can add both labor and non- labor resources. You can view the bottom-up aggregated work effort by role. You can switch the view to edit the direct planned work for the investment.

To use the rates from newly added staff member in your investment calculations and in baselines, verify that the Rate Matrix Extraction job is run.

See the Administration Guide for more information.

To view the investment team staff page, open the investment and click Team.