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Add Resources or Roles to the Staff (Service)

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

When adding resources to your service staff, the resource can be over-allocated. When over-allocated, a confirmation page appears that lets you to either over allocate the resource, or to accept any remaining availability of the resource.

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

Follow these steps:

  1. Open the service and click Team.

    The team staff page appears.

  2. Click Add.

    The select resource page appears.

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

  3. Select the resources and roles to add to your service 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 select.

More information:

Book Over-allocated Resources (Service)