Service Team › About the Team: Staff Page (Service)

About the Team: Staff Page (Service)

Staff members are resources or roles assigned to work on a service and who can record the actual time they work on their timesheet. Services are not associated with tasks and staffing them does not result in long-term commitments for that staff.

Use a role as a placeholder when you do not know the name of the resource. Or, use role if the resource is not available for staffing on your service. You can staff your service with multiple instances of a role. But you cannot add multiple instances of a resource.

Use the team staff page of the service to add staff to a service. The page contains the following columns and icons:

Properties icon

Opens the resource profile. You can view profile information and change allocations, including planned and hard allocations.

For more information about managing resources, see the Resource Management User Guide.

Resource Finder icon

Opens the Find Resources page for the selected resource. On this page, you can replace the resource or role with a different resource or role.

Resource Allocation

Opens the Resource/ Role Allocations page. You can update the resource allocation.

Role

Displays the role of the resource, which can be different from the primary role selected in the resource profile.

Time

Displays a yellow checkmark if the resource or role is allowed to enter time for this investment.

Booking Status

Displays the resource or role booking status.

Values

• Hard. The resource is committed to the investment
• Soft. The resource is tentatively scheduled for the investment.
• Mixed. Both soft and hard allocation exist for the resource.

Start

Displays the team member allocation start date. If the date is not defined, the default is the start date of the investment.

Finish

Displays the team member allocation finish date. If the date is not defined, the default is the finish date of the investment.

% Allocation

Displays the percentage the team member is allocated to the investment.

Allocation

Displays the number of hours the resource is tentatively booked to the investment. Unless you change the booking dates, staff members are automatically booked for the entire duration. You cannot directly edit the allocation, but change allocation using the following:

• The setting allocation options.
• The new allocation curves defined on the resource staff member properties page.
• The Shift Allocation option

Allocated Actuals

Displays the total number of hours of the resource to date on the investment.

Incident Actuals

Displays the time posted to incidents associated with this investment.

Total Actuals

Displays the aggregated total actual time posted against the investment. The value is the sum of the allocated actuals and the incident actuals.

More information:

How to Reset Staff Allocations (Service)

Staff Allocations (Service)

Staff Members Replacement (Services)