This section contains the following topics:
How to Work with Project Team Staff
Add Resources to Projects by OBS Unit (Investments)
Edit Unopened Requisition Requests
Review and Book Proposed Allocations
Unbook Hard-Booked Resources Using Requisitions
Replace Unbooked Resource Requisitions
Edit Resource Roles (Investments)
Edit Team Staff Member Properties
About Booking Already-Booked Resources (Investments)
About Assigning Resources to Tasks
Replace Resources Assigned to Tasks
Remove Resource Assignments from Tasks
About Time-Varying ETCs for Assignments
About Team Staff Member Replacement
Remove Team Staff Members (Investments)
How to Manage Project Participants
The project team staff page displays a list of the resources or roles that you have added to your project.
To access this page, open the project and click Team. The page displays the name of the project manager and any other participants in the list.
You can do the following:
For more information about managing resources, see the Resource Management User Guide.
You can manage project teams in the following ways:
You can delete project team members, provided the following conditions are true:
Use the following procedure to add resources that are part of the OBS to the project as team staff members.
Follow these steps:
The project team staff page appears.
The select resources page appears.
The page closes.
When you add a resource to your project, the default staff OBS unit for the project is the unit used for the resource. The project default staff OBS unit is a field on the scheduling properties page. You can define the resource staff OBS type using the Staff OBS Unit field on the staff member properties page.
The following rules are used when adding resources to projects:
Specify staffing requirements for a resource or role that is added to the project. When done, you can create requisitions for the staffing requirements.
Follow these steps:
The team staff page of the project appears.
The staff member properties page appears.
Defines the staffing requirement name. Each requisition can access all information from the team member. For example, skills, allocation needed, or role on which the requisition is based.
Defines the start date for the period or range of time periods. You cannot edit the start date once saved.
Defines the date of completing the project.
Defines the percentage of time to allocate the resource to the project (you can enter 0 percent). If you change the amount in this field, the value replaces the value in the Default % Allocation field on the staff member properties page.
Defines the booking status for the resource.
Values:
Default: Soft
The requisition status if a requisition is linked to the team record. Whenever the actual requisition status changes on the requisition properties page, this request status field is updated. The requisition status provides the project manager an indicator of the state of their requisitions. When you first create a staffing requirement, the request status is "New". The field is read-only unless the requisition status is "Closed" or "Booked", or there are no requisitions. If more than one requisition is attached, then this field displays the status of the open (not closed) requisition. You can use this status for manually booking a resource without using a formal requisition.
Values: New, Open, Proposed, Booked, or Closed. The values apply, provided no requisitions are associated with the team member.
For more information about managing resources, see the Resource Management User Guide.
The role of resources requested for the investment. For example, developer, business analyst, or architect.
Defines the staff member OBS Unit affiliation.
Default: The project Staff OBS Unit value if one is defined for the project.
Specifies if the resource can enter time against a specific project.
Default: Selected
Specifies the employment type to search for resources.
Values: Contractor or Employee
Defines the keywords in the resume of the resource.
Represents the duration that the resource is required on the project. The field represents the total availability of the resource for the project, as the project manager requests.
Represents the total hard-booked availability of the resource to the project, as the resource manager specifies. No hard allocation value exists until the resource manager hard-books the allocations.
The following is a high-level overview of the flow of tasks that the project and the resource managers perform. The aim is to fulfill project staffing requirements through the process of creating and submitting requisitions.
For more information about managing resources, see the Resource Management User Guide.
A resource manager can also directly hard-book a resource. The booking depends on the required rights and the Requisition Approval Required flag turned on.
Requisitions are associated with single staffing requirements; they always contain references to a specific resource or role. The requisition uses the details from the staffing requirement to populate the requisition.
When selecting multiple resources or roles, a new requisition is created for each resource or role (staffing requirement). For a given staffing requirement, there can be only one outstanding requisition (that is, with a status of "New", "Open", or "Proposed"). You cannot create requisitions for staffing requirements that already have outstanding requisitions. If you cannot create requisitions for any of the staffing requirements selected, then the create operation fails for all requisitions. An alert message appears.
As a project manager, you can edit the requested allocation amount in a requisition. You can edit a requisition as long as its status is still "New." You can avoid situations where the resource manager is already working on the request, has a shortlist partly put together, and then the request changes on them.
When you create the requisition, you can do one of the following:
Follow these steps:
The team staff page of the project appears.
The create requisitions page appears.
Values:
The requisition is created and displays on the team staff page of the project.
You can view your new requisitions, monitor your open requisitions and edit any unopened requisitions.
You can view a requisition status in the Request Status field. Whenever the requisition status changes, the Request Status field is updated.
You can only edit requisition requests that have a status of "New."
After you submit an open requisition, the resource manager receives notification to work on the request. If a requisition is for a named resource, the named resource is automatically added to the resource list for the requisition when the status changes to "Open." The resource is selected or "Proposed."
For more information about managing resources, see the Resource Management User Guide.
You can delete resource requisitions at any time and in any state. You can also delete requisitions with approved bookings. The results of the booking (for example, the team members that got hard-booked to the project) remain. The record of the booking transaction (for example, the requisition itself) can be deleted. To delete a requisition, select the check box and click Delete.
Follow these steps:
The team staff page of the project appears.
The team requisitions page of the project appears.
The requisitions properties page appears for that requisition.
Change the name of the requisition to describe the staffing requirement. When the requisition is created, the field is populated with the name of the selected staffing requirement.
Required: Yes
Displays the system-generated unique ID.
Required: Yes
Enter a general description or additional information for the requisition recipient to consider.
Select the last date of filling the requisition. The date generally appears before the date you require the resource.
Select a priority level for the requisition.
Default: Medium
Values: Medium, Low and High
Indicates the status of the requisition. To submit a requisition, change its status from "New" to "Open".
Required: Yes
Values: New, Open, Proposed, or Closed
Displays the name of the project manager who created the requisition.
Displays the booking manager name of the resource or role according to the staffing requirement.
Displays the staffing requirement name. Each requisition can access all information from the team member. For example, skills, allocation needed, or role on which the requisition is based.
Displays the name of the requested resource or role.
Displays the name of the project for the requisition.
Displays the status based on the selected option when creating the requisition. For example, Request Resources, Unbook Resources, or Replace Resources.
Displays the status based on the selected option when creating the requisition.
Values: Request Resources, Unbook Resources, or Replace Resources
Define the period for the resource to work on the project. Also, specify the percentage of the time available for the resource.
A requisition can have many bookings associated with it. Each resource that you add to the requisition shortlist constitutes a booking. A booking is simply a record of a resource attached to the shortlist and contains the amount of time the resource is booked to the project. The status of the booking determines whether the resource is proposed, rejected, or booked to a project.
After a resource manager works on a requisition, the requester receives a notification that someone has filled or partly filled a requisition. You can view information about the resources they offer. You can also see which staffing requirements have a "Proposed" status, meaning the resource manager has proposed allocations on the requisition. A committed (or hard) allocation for the resources does not exist because you have not yet accepted the proposals. You can open the Team menu and click Requisitions to view all the requests for the proposed amounts and accept multiple requisitions at a time. You can also drill into any individual requisition from either the team staff, or team requisitions page.
You can hard book resources to projects as follows:
Note: The Requisition Approval Required field displays in the Staffing section of the schedule properties page.
|
Requisition Approval Required field |
Method |
|---|---|
|
Selected |
Project manager books a requisition proposed by a resource manager. |
|
Selected |
Project manager hard-books a resource or role directly to the project. They have hard-booking rights and the Project – Edit access right. |
|
Cleared |
Project manager or resource manager hard-books a resource or role directly to the project if they have hard-booking rights. |
Before you accept a proposed resource or book them to a project, review its allocations to other projects.
You can view allocation details on the team details page. To view the page, open the project and the team, and click Detail from the team menu. This page lists all of the investments to which the resource is allocated, with the number of hours the resource is allocated to each investment.
For more information about managing resources, see the Resource Management User Guide.
Follow these steps:
The team staff page of the project appears.
The summary page for that resource appears.
View the details of the requisition before accepting a proposed booking. As project manager, you see the same view the resource manager saw that displays the details of the requisition. You see how much time you requested, how much the resource manager proposed, and who the resource manager proposed.
If you select the Requisition Approval Required field, the resource manager cannot book team members directly onto a project – even with hard-booking access rights.
On the team staff page, you can see that the resource has committed allocation to the project. The request status is now "Booked." The booking status has changed from "Soft" to "Hard."
Follow these steps:
The team staff page of the project appears.
The team requisitions page of the project appears.
The resource requisition page appears. This page displays the requested allocation, the proposed allocation, and the variance. The histogram shows you the overall availability of the proposed resources.
The resource is hard booked.
You can review and accept multiple requisitions at the same time on the team staff page of the project. From this page, you can view the average availability rate of the proposed requisitions. You can select multiple requisitions and click the Book button to accept all proposals at once.
When a project manager or resource manager books a resource to a project or a project manager changes the planned allocation for a resource, the associated staffing requirement booking status automatically updates to reflect the latest status.
The booking status in the staffing requirement changes based on the values in the following table:
|
Planned Allocation |
Hard Allocation |
Booking Status |
|---|---|---|
|
Date range and allocation have been set |
None |
Soft |
|
Date range and allocation have been set |
Equals planned allocation |
Hard |
|
Date range and allocation have been set |
Date range and allocation is less than planned allocation |
Mixed This booking status displays only if the system setting for Allow Mixed Booking is turned on. By default it is turned on. For more information, see the Administration Guide. |
|
Date range and allocation have been set |
Date range and allocation is more than planned allocation |
Mixed |
Follow these steps:
The team staff page of the project appears.
The team requisitions page of the project appears.
The team members have a booked request status. The booking status is "Hard", and the planned and committed allocations are equal.
If you are not satisfied with the proposed availability of a named resource, you can reject the requisition. You can also reject one or more resources from the shortlist of resources proposed by the resource manager for a specific role. When you reject a resource requisition, the resource manager is notified about the reopened requisition.
You can also open a requisition, view the requisition properties, and then reject the requisition using the Reject button. Use the Discussions feature to record why you are rejecting a requisition.
Follow these steps:
The team staff page of the project appears.
The team requisitions page of the project appears.
The status of the requisition changes from Proposed to Open.
If the available hours of a resource are less than the total number of requested hours, the Remaining Availability Confirmation page appears.
The Remaining Availability Confirmation page indicates that the resource is overbooked when you add them to the project or investment. The 100% Resource Allocation column displays the number of hours utilized if you book the resource at 100 percent (default) of their availability. The Remaining Availability column indicates the actual number of work hours available for the resource to work on your project.
When the page appears, you can:
Suppose, you reduce the scope of a project, or a resource is unavailable for a particular duration in the project. You can unbook hard-booked resources to use their unbooked time on another project.
You can unbook a resource completely or partially from projects. The unbooked amount defaults to the hard allocation of the team member less the planned allocation.
After you unbook the resource requisition, the associated resource manager is notified. The resource manager can proceed to address the unbooked resource requisition.
For more information about managing resources, see the Resource Management User Guide.
Follow these steps:
The team staff page of the project appears.
The create requisitions page appears.
The team staff page of the project appears showing the booking status as "Mixed". An unbook requisition is created to unbook other resource for the entire hard-allocated amount.
Follow these steps:
Note: You can also specify the amount using the staff member page of properties, before unbooking the resource requisition.
The team staff page of the project appears.
The create requisitions page appears.
The team staff page of the project appears.
The requisitions properties page appears.
When unbooking a resource through a requisition, you can request a replacement team member. The action lets you unbook the selected resource and request for a new team member.
Follow these steps:
The team staff page of the project appears.
The create requisitions page appears.
The team staff page of the project appears showing the booking status as "Mixed". An unbook requisition is created to unbook totally the resource for the entire hard-allocated amount.
If the project gets extended, you can add additional planned allocation for a resource.
The submit, propose, and accept process for a requisition is identical to the process described in the earlier sections. The two requisitions (created initially and the other for additional booking) are stored as two separate records of the individual transactions.
For un-booking a resource, you reduce the planned booking. But for additional booking, you require to increase the planned booking compared to the hard-booking.
For an additional and unbook requisition, you can change allocations using the Shift Allocation option. Create a regular requisition and select the Unbook option to unbook a requisition. You require performing the two distinct actions as separate tasks. A team record can have up to one each of open and unbook requisitions at the same time.
Follow these steps:
The team staff page of the project appears.
The staff member page of properties appears.
The new requisition automatically asks for the difference between the planned and committed time.
Use a role as a placeholder when you do not know the name of a resource, or if a resource is not available. You can staff a project with multiple instances of the same role. But you cannot add multiple instances of the same named resource to a project.
Role capacity is the role demand against the capacity of the resources that fill those roles.
You can view an aggregated view of all role demand whether generated by role-based team staff members or named resources using the role capacity page. Resources without a primary role are displayed on this page in the [No Role] row.
From this page, you can view:
Click the name of the role on the role capacity page to view the resource using a role when a role appears over-allocated.
For more information about managing resources, see the Resource Management User Guide.
You can change a resource role on a project. The project role does not alter the role identified in their resource profile.
Follow these steps:
The team staff page of the project appears.
Use the following procedure to define and edit the properties for a team staff member. For example, define a resource as open for time entry to track the time spent on their tasks on the timesheet.
For more information about managing resources, see the Resource Management User Guide.
Follow these steps:
The team staff page of the project appears.
The staff member page of properties appears.
Defines the staffing requirement name. Each requisition can access all information from the team member. For example, skills, allocation needed, or role on which the requisition is based.
Defines the start date for the resource on the project.
Defines the end date for the resource on the project.
Defines the percentage of time you want to allocate the resource to this project (you can enter 0 percent). This amount is reflected in the Allocation and Allocation % columns on the project team staff page.
Default: 100 percent
Required: No
Defines the booking status for the resource.
Values:
Default: Soft
Specifies the requisition status when a requisition is linked to the team record. Project managers use the request status to monitor the state of their requisitions and to book manually a resource without using a formal requisition. The field is display only, when the request status is "New", "Open, or "Proposed", or when no requisitions exist.
Values:
Default: New
Required: Yes
Defines the role of the resources requested for the project.
Example: Developer, business analyst, or product manager
Defines the OBS Unit affiliation for the resource assigned to the project.
Default: Default Staff OBS Unit (if this value is defined for the project)
Specifies if the resource can track time spent on task assignments using timesheets. When cleared, the resource cannot log time on any project.
Default: Selected
Specifies the employment type to search for resources.
Values: Contractor or Employee
Defines the keywords in the resume of the resource.
Defines the duration of time for which the resource is required to work on the project. The time represents the total amount of availability the resource has to the project (as requested by the project manager).
Defines the total amount of hard-booked availability the resource has to the project (as filled out by the resource manager). A hard allocation value does not exist until the resource manager hard-books the allocations.
You can add multiple instances of a role to a project but not multiple instances of the same named resource. When booking already-booked resources to projects, the following error message appears under the following circumstances:
Resource not booked because it exists in the team. Use the team properties page to update this resource allocation.
Circumstances:
Example
You can assign programmer (1) and programmer (2) to the same task.
Assign labor resources to tasks so that they can perform the work and record the work time in their timesheets.
For more information about managing resources, see the Resource Management User Guide.
You can also assign expense, material, and equipment resources to tasks. These types of resources can also be tracked using timesheets, and can have actuals that are logged through transactions.
For more information, see the Financial Management User Guide.
Note: You cannot assign resources to milestone or summary tasks.
The replace resource page displays the assignment dates and ETC of the members being replaced. The page also lists all the team staff members currently assigned to the project staff, including the members assigned to the task. Only resources to which you have access are listed on the page.
The following fields display in the Assignments list on the replace resource page:
Defines the names of the resources that are allocated to investments in the portfolio. You can click the name to open the resource properties page.
Defines the date of starting the task assignment for a resource. The list pages or portlets display the start date.
Default: Task start date
Required: Yes
Note: Define the assignment to start on or after the task start date. If an assignment has actuals, the field is view only.
Defines the date of completing the task assignment for a resource. The list pages or portlets display the completion date.
Default: Task completion date
Required: Yes
Note: Define the assignment to finish on or before the task completion date.
Defines the total remaining work for the task. The list displays the value for the ETC field on the task estimating properties page.
Required: No
Defines the name of the task. The value for the field is derived from the Name field on the task properties page. On list pages or in portlets, displays the name of the task. You can click the task name to open the task properties page.
Limits: 64 characters
Required: Yes
The following fields display in the resource selection section of the replace resource page:
Displays the name of the resource or role assigned to the task.
Indicates if the resource or role is a team staff member.
Displays the unique identifier for the resource. The value for the field is derived from the Resource ID field on the resource properties page.
Displays the address to which notification and other CA Clarity PPM communications are sent. The value for this field is from the Email Address field on the resource properties page.
Specifies the type of resource or role you want to create. In lists and in portlets, displays the resource type.
Values: Labor, Equipment, Material, Expense
Default: Labor
Displays the employment type for the resource. The value for this field is from the Employment Type field on the resource properties page.
Values: Employee or Contractor
Default: Employee
Displays the primary role for the resource. The value for this field is from the Primary Role field on the resource properties page.
Defines the date of starting the task assignment for a resource. The list pages or portlets display the start date.
Default: Task start date
Required: Yes
Note: Define the assignment to start on or after the task start date. If an assignment has actuals, the field is view only.
Defines the date of completing the task assignment for a resource. The list pages or portlets display the completion date.
Default: Task completion date
Required: Yes
Note: Define the assignment to finish on or before the task completion date.
Follow these steps:
The replace resource page appears.
If the resource assignment is associated with posted transactions, you cannot remove a resource assignment from a task.
Follow these steps:
The list page appears.
The task assignments page appears.
The confirmation page appears.
Use the following procedure to modify the assignment properties for the resources assigned to your tasks. You can also use the resource assignment properties page to vary the ETC based on work segments.
Follow these steps:
The list page appears.
The task assignments page appears.
The resource assignment properties page appears.
Displays the name of the resource assigned to the task.
Defines the role of the resource assigned to the task.
Specifies the loading pattern to distribute the ETC for a task assignment over the duration of the task. Autoschedule schedules the work based on this loading pattern.
Values: Back, Uniform, Fixed, Contour, or Front
Default: Front
Displays the total number of hours the resource has recorded to date for tasks on this project. Actuals appear after the Post Timesheets job is run.
Displays the actuals thru date for the resource task assignment based on posted actuals. The value for this field is updated when the Post Timesheets job runs, which runs automatically when the project manager posts an approved timesheet.
Displays the status of the task based on the value of % Complete. This field is automatically calculated and updated based on the task % Complete value.
Values:
Default: Not Started
Defines the date of starting the task assignment for a resource. The list pages or portlets display the start date.
Default: Task start date
Required: Yes
Note: Define the assignment to start on or after the task start date. If an assignment has actuals, the field is view only. If an assignment has actuals, this field is display only.
Defines the date of completing the task assignment for a resource. The list pages or portlets display the completion date.
Default: Task completion date
Required: Yes
Note: Define the assignment to finish on or before the task completion date.
Displays the estimate of remaining hours to complete the task. The estimate is based on the allocation percent for the team staff member between assignment start and finish dates. Also based on the number of hours the resource is available each day.
You can contour ETC at the task level to create segments of work that vary over the duration of an assignment. You can assign a resource to a task, start and stop work by that resource on the task, and then resume work again.
You can enter time-varying ETC segments for a resource assigned to a task on the task properties page and on the assignment properties page.
Use one of the following methods to enter time-varying ETC segments:
Use the following procedure to enter the time-varying ETC segments for a resource assigned to a task. The time-varying ETC segments are displayed in the Usage column in the assignments list on the task properties page. Each time-varying ETC cell displays the work effort according to the work effort setting for the assignments list. The total ETC for the resource assignment is automatically calculated.
For fixed resource loading pattern, you can enter time-varying ETC in tentative-schedule and capacity planning scenario modes.
Follow these steps:
The list page appears.
The task assignments page appears.
The assignment properties page appears.
Defines the role for this resource on this task.
Defines the date of starting the task assignment for a resource. The list pages or portlets display the start date.
Default: Task start date
Required: Yes
Note: Define the assignment to start on or after the task start date. If an assignment has actuals, the field is view only.
Defines the date of completing the task assignment for a resource. The list pages or portlets display the completion date.
Default: Task completion date
Required: Yes
Note: Define the assignment to finish on or before the task completion date.
Note: The segments you define can extend beyond the task start or finish date depending on task date editing rules. When save your changes, the task start and finish dates change to reflect the new dates, and the project start or finish dates adjust accordingly.
Displays the estimate of remaining hours to complete the task. The estimate is based on the allocation percent for the team staff member between assignment start and finish dates. Also based on the number of hours the resource is available each day.
Specifies the loading pattern to distribute the ETC for a task assignment over the duration of the task. Autoschedule schedules the work based on this loading pattern.
Values: Back, Uniform, Fixed, Contour, or Front
Default: Front
Select Fixed to enter the distribution of the work effort.
Use the following procedure to enter the work effort in an ETC segment. You can also delete a segment.
The ETC Detail section on the resource assignment properties page displays time segments with the start and finish dates and the ETC for each block of work. The work units for consecutive time-varying ETC segments display as one block, for example, 12/7/10 - 12/31/10 90 hours.
When you save your changes, the total ETC for the assignment is recalculated with the sum of all the individual work segments. On the task properties page, the ETC column and the Usage column for the resource reflect the changes you made.
Example
Enter the following time segments and work units:
|
Time Segment |
Work Units |
|---|---|
|
11/01/11 |
32 |
|
11/08/11 |
28 |
|
11/15/11 |
0 |
|
11/22/11 |
32 |
They appear as:
|
Time Segment |
Work Units |
|---|---|
|
11/01/11 |
60 |
|
11/22/11 |
32 |
Follow these steps:
The list page appears.
The task assignments page appears.
The assignment properties page appears.
The resource assignment properties page appears.
Specifies the loading pattern to distribute the ETC for a task assignment over the duration of the task. Autoschedule schedules the work based on this loading pattern.
Values: Back, Uniform, Fixed, Contour, or Front
Default: Front
Select Fixed to enter the distribution of the work effort.
Specifies the start date for the time segment. Click the calendar icon and select a start date for the new time segment.
Specifies the finish date for the time segment. Click the calendar icon and select a start date for the new time segment.
Specifies the number of ETC hours for the time segment.
Use the following procedure to enter time-varying ETC segments at the resource assignment level.
Click Add to create a segment.
Follow these steps:
The list page appears.
The task assignments page appears.
The resource assignment properties page appears.
Specifies the loading pattern to distribute the ETC for a task assignment over the duration of the task. Auto-schedule schedules the work based on the loading pattern.
Values: Back, Uniform, Fixed, Contour, or Front
Default: Front
Select Fixed to enter the distribution of the work effort.
Specifies the start date for the time segment. Click the calendar icon and select a start date for the new time segment.
Specifies the finish date for the time segment. Click the calendar icon and select a start date for the new time segment.
Specifies the number of ETC hours for the time segment.
You can only enter time-varying ETC segments for fixed loading pattern assignments in capacity planning scenarios. All other loading pattern assignments are read-only in scenarios.
For more information about managing resources, see the Resource Management User Guide.
The Assignment List section on the task properties page displays a list of resources assigned to the task. By default, the time segments are displayed as weekly columns and start with the current week.
If you enter values into the ETC field on the task properties page and into the ETC time-varying fields, the time-varying information is saved first. Then, the ETC field is updated with the sum of all the ETC values you enter into the time-varying fields.
You can enter a total ETC for a resource assignment. When you enter a total ETC, the ETC for that resource is evenly distributed over all the time segments for the task. When you autoschedule the project, the ETC is distributed between the start and finish dates based on the loading pattern rules.
Follow these steps:
The list page appears.
The task assignments page appears.
The resource assignment properties page appears.
Displays the estimate of remaining hours to complete the task. The estimate is based on the allocation percent for the team staff member between assignment start and finish dates. Also based on the number of hours the resource is available each day.
At the task assignment level, Autoschedule uses the resource loading pattern to distribute the ETC for a task assignment over the duration of the task. If you set the default resource loading pattern to fixed, you define and control the time segments for a resource. The time segments are preserved during autoscheduling. If you set the default resource loading pattern to front, back, contoured, or uniform, Autoschedule does the load balancing. The balancing is based on the loading pattern rules and overwrites any defined-time segments.
Suppose, you enter a total ETC value on the assignment properties page without specifying values for each time segment. Autoschedule distributes the ETC units evenly over the duration of the task. The distribution follows the load pattern rules.
After adjusting the ETC for a task or a resource assignment, you can autoschedule your project. You can publish automatically and view the effects of your changes on the project schedule in tentative-schedule mode.
Use the following process to autoschedule your project after adjusting resource ETC:
You can replace a resource with a role or a different resource, and vice-versa.
For more information about managing resources, see the Resource Management User Guide.
Consider the following before replacing a team staff member:
When you replace one team staff member with another, certain project information is transferred to the replacing staff. For example:
Note: Information is only transferred if the available start date has not passed and if the replacement staff is not booked on that date.
The following field information is not transferred:
You can replace team staff members on unlocked projects. If the project is locked, you can replace a team staff member role (without replacing tasks). You can replace, provided the Allow Edit of Allocations when Investment is Locked default project management setting is selected.
If the project is unlocked, you can transfer resource assignments when you replace a role or resource with a single resource. Provided, the original role or resource has no allocation remaining.
For more information about managing resources, see the Resource Management User Guide.
Use one of the following methods to replace team staff members on projects:
You can replace a team staff member with another, provided they are not assigned to the same task. You can also replace one resource or multiple resources with a single one, provided the concerned resource can perform the job as effectively.
The ETC and assignment dates associated with the previous resource is transferred to the replacing resource. When you replace multiple resources with one resource, the combined ETC is transferred from the replaced members to the replacing member.
Task assignment dates override project assignment dates. You can assign team staff members to a task whose end date exceeds the date the member is assigned to the project.
You can replace one team staff member with another. The method allows you to:
When you replace team staff with the assigned team staff, the name of the replacing (assigned) staff displays instead of the replaced staff. ETC is adjusted accordingly. If the transfer is from a single member, or combined for multiple members selected for replacement, the ETC is transferred as is.
When you replace a role with a resource that is assigned to the project, the allocation from the role is added to the existing allocation for the resource. The role allocation decrements by the amount added to the resource.
Consider the following behavior when replacing roles:
You can use the availability score to help you decide the resource best suited, in terms of availability, to replace another on your project. An availability score is automatically generated for each of the resources to which you have access.
The score indicates the nearest availability match between the replaced and the replacing resources. Availability is based on the duration of the assignment and the daily availability of the resource. Generally speaking, the higher the score, the closer the match.
Use this procedure to replace a team staff member assigned to a task to use an availability score to find a replacement from the same team.
Follow these steps:
The team staff page appears.
The find resources page appears.
The confirmation page appears.
Once actuals are posted against a resource assignment, you cannot remove the resource from the project.
Removing a team staff member does not delete the resource.
Follow these steps:
The team staff page appears.
The confirmation page appears.
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