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Team Properties

To view main properties:

  1. Open Home.
  2. From the menu, click the investment type, such as Projects.
  3. Open a project.

    The Properties page appears.

  4. Click the Team tab.
  5. Click the Properties icon of a team member.

    The Properties page appears by default.

    General

    This page contains general information about team members and is organized into the following sections: General and Resource Search.

    General

    This section includes: Requirement Name, Start Date, Finish Date, Default Allocation %, Booking Status, Request Status, Resource/Role, Investment Start Date, Investment Finish Date, Investment Role, Staff OBS Unit, and Open for Time Entry check box.

    Resource Search

    This section includes: Resource Employment Type.

Note: The Planned Allocation and Hard Allocation sections are not modified in the PMO Accelerator.