Programs › Program Properties › Scheduling Properties › Define Default Staffing Options

Define Default Staffing Options

You can define the project default staffing options in the Staffing section of the schedule page of program properties. The OBS you specify as the default staff OBS unit is used to more fully describe a staffing requirement. You can map roles with OBS units with resource managers. The staff OBS can be anything such as resource pool, a specific location, or a department. For example, you require a programmer (role) from Atlanta (staff OBS). Then, you can use the project default OBS value to route the role requisition to the resource manager responsible for allocating resources from Atlanta OBS.

The staff OBS you identify is also used during capacity planning. You can filter capacity and demand based on staff OBS. For example, use it to find out if you have enough capacity for programmers in Atlanta to fulfill the demand for programmers in that location.

You can also specify if resource requisitions require approval before they can be booked. When you select the Requisition Approval Required check box, the following rules apply:

• Resources require the Project Edit access to book proposed resources to a project or reject them. If resources also have hard-booking rights, they can hard book those resources directly to the project. Without this access right, resources can only propose resources to submit the booking for approval.
• If you request a named resource and the booking manager proposes the same resource and allocation, the proposal is approved automatically and a notification is sent. No formal approval is required.

Follow these steps:

1. Open the project.

   The properties page appears.

2. Open the Properties menu and click Schedule.

   The schedule page appears.

3. In the Staffing section, complete the following fields:

   Default Staff OBS Unit

   Defines the set default OBS unit that is used when you add team staff members to this project. This OBS unit more fully describes a staffing requirement, and can be a resource pool, a specific location, or a department. By mapping roles with OBS units and resource managers, the roles can be filled more accurately. The default staff OBS unit is used during capacity planning for analyzing demand against your capacity using the staff OBS as filter criteria.

   Example:

   Use the OBS to find out if you have enough capacity for programmers in Atlanta to fulfill the demand for programmers in that location.

   Requisition Approval Required

   Specifies if requisitions require approval before they can be booked.

4. Submit the changes.