Investments › Investment Team › How to Staff a Team (Investment) › Edit Staff Member Details (Investment)

Edit Staff Member Details (Investment)

After adding a resource or role to your investment, use the resource staff member properties page to specify the details for that staffing requirement.

Follow these steps:

1. Open the investment and click Team.

   The investment team staff page appears.

2. Click the Properties icon for the resource or role to specify the details for that staffing requirement.

   The resource staff member properties page appears.

3. Complete the following fields:

   Requirement Name

   Displays the staff member name associated with the requirement.

   Start Date

   Defines the team member allocation start date for the investment.

   Default: The investment start date.

   Finish Date

   Defines the team member allocation finish date for the investment.

   Default: The investment finish date.

   Default % Allocation

   Defines the percentage of time to allocate the resource to the investment (you can enter 0 percent). The change updates the Allocation and Allocation % columns on the investment team staff page.

   Booking Status

   Indicates the staff member booking status. Staff members can either be soft, hard, or mixed booked.

   The booking status is set automatically when team members are booked or their allocation changes. Set the booking status manually as desired.

   Values:

   • Soft
   • Hard
   • Mixed. Indicates that both soft and hard allocation exist for the team member.

   Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information.

   Request Status

   Determines the staffing requirement. Select another status from the drop-down.

   Default: New

   Resource

   Displays the resource associated with the staffing requirement.

   Investment Start Date

   Displays the investment start date.

   Investment Finish Date

   Displays the investment start date.

   Investment Role

   Defines the role for which resources are requested for the investment.

   Example: Developer, Business Analyst, Architect

   Staff OBS Unit

   Defines the Staff OBS Unit.

   Default: The investment Staff OBS Unit value, if defined.

   Open for Time Entry

   Indicates if the resource is open for entering time for work done.

   Resource Employment Type

   Defines the resource employment type.

   Values: Contractor, Employee

   Resume Keywords

   Defines resume keywords for the resource.

   Planned Allocation

   Defines the total percentage of time the resource is planned to be allocated to the investment, as requested by the investment manager. The allocation also specifies the start and end dates.

   Hard Allocation

   Defines the total percentage of hard-booked allocation of the resource to the investment (as entered by the resource manager). The allocation also specifies the start and end dates of the allocation.

   No hard allocation value exists until the resource manager hard-books the allocations.

4. Click Save and Return.