Service Team › Edit Staff Member Details (Service)

Edit Staff Member Details (Service)

After adding the resource or role to your service, use the resource or role staff member page to modify the details for the staffing requirement.

Follow these steps:

1. Open the service and click Team.

   The staff list page appears.

2. Click the Properties icon for the resource or role.

   The properties page appears.

3. Edit the staff member properties:

   Requirement Name

   Displays the name of the staffing 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 requirement.

   Investment Start Date

   Displays the start date of the investment for the requirement.

   Investment Finish Date

   Displays the end date of the investment for the requirement.

   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

   Specifies if the resource can use timesheets to track time that is spent on task assignments. When cleared, the resource cannot log time on any project.

   Default: Selected

4. Complete the following fields in the Resource Search section:

   Resource Employment Type

   Indicates if the resource is a contractor or a full-time employee.

   Resume Keywords

   Defines the keywords from the resume of 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.

5. Save the changes.