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Staff members are resources or roles that can be assigned to work on an investment and can record the time they work on the investment on their timesheet. Investments 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 investment, or if the resource you want to staff on your investment is not available. You can staff your investment with multiple instances of a role, but you cannot add multiple instances of a resource.
You can do the following to staff an investment team:
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