Use this procedure to set the allocation for one or more team staff members. You can accommodate projects, which are staffed outside an OBS.
The changes you make on this page override the settings on the staff member properties page.
Follow these steps:
The project team staff page appears.
The set allocation page appears.
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 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
Select the requisition status of the resource on the project.
Specifies whether the resource can track time spent on assigned tasks using timesheets.
Values: Yes or No
Default: No Change
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)
Defines the investment role for the resource. If you specify a role, this value replaces the value in the Investment Role field on the staff member properties page.
Specifies removing all allocation segments for the selected team staff member.
Defines the start date for the allocation segment.
Defines the finish date for the allocation segment.
Defines the expected percentage of time for the resource to work (as tentative or committed) on the investment.
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