Investments › Investment Team › How to Staff a Team (Investment) › Add Resources or Roles to the Staff (Investment)

Add Resources or Roles to the Staff (Investment)

The investment team staff page displays a list of the resources or roles that have been added to the investment. All resources are automatically allocated at 100 percent of their available working days. You can adjust this value to meet your needs.

When adding resources to your investment staff, you can over-allocate a resource. A confirmation page appears that allows you to either over-allocate the resource, or to accept any remaining availability the resource has.

You can add multiple instances of a role to an investment but not multiple instances of the same named resource. For example, you can assign your investment a programmer (1) and a programmer (2) role representing two different requirements for a resource with a programming role.

Note: To add team members to your investment at the OBS level, from the investment team staff page, click Add/Update by OBS. This option adds all of the resources in the selected OBS unit to your investment.

See the Project Management User Guide for more information.

Follow these steps:

1. Open the investment and click Team.

   The investment team staff page appears.

2. Click Add.

   The select resources page appears.

3. Select the resources and or roles you want to add to the investment staff. Use the Search Filter to find resources or roles by name or other criteria.
4. Click Add to add the resources or roles you selected.

More information:

Book Over-allocated Resources (Investment)

Investment Team

Edit Staff Member Details (Investment)