Teams (projects and investments) › Add Resources to Projects by OBS Unit (Investments) › Specify Staffing Requirements

Specify Staffing Requirements

Specify staffing requirements for a resource or role that is added to the project. When done, you can create requisitions for the staffing requirements.

Follow these steps:

1. Open the project and click Team.

   The team staff page of the project appears.

2. Click the Properties icon for the resource or role to specify the staffing requirement.

   The staff member properties page appears.

3. Specify the staff member properties:

   Requirement Name

   Defines the staffing requirement name. Each requisition can access all information from the team member. For example, skills, allocation needed, or role on which the requisition is based.

   Start Date

   Specifies the start date for the period or range of time periods.

   End

   Defines the date of completing the project.

   Default Allocation %

   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.

   Booking Status

   Defines the booking status for the resource.

   Values:

   • Soft. The resource is tentatively scheduled to work on the investment.
   • Hard. The resource is committed to work on the investment.
   • Mixed. The resource is both soft and hard allocated to the investment, or the soft allocation for the resource does not match the hard allocation.

   Default: Soft

   Request Status

   The requisition status if a requisition is linked to the team record. Whenever the actual requisition status changes on the requisition properties page, this request status field is updated. The requisition status provides the project manager an indicator of the state of their requisitions. When you first create a staffing requirement, the request status is "New". The field is read-only unless the requisition status is "Closed" or "Booked", or there are no requisitions. If more than one requisition is attached, then this field displays the status of the open (not closed) requisition. You can use this status for manually booking a resource without using a formal requisition.

   Values: New, Open, Proposed, Booked, or Closed. The values apply, provided no requisitions are associated with the team member.

   Investment Role

   The role of resources requested for the investment. For example, developer, business analyst, or architect.

   Staff OBS Unit

   Defines the staff member OBS Unit affiliation.

   Default: The project Staff OBS Unit value if one is defined for the project.

   Open for Time Entry

   Specifies if the resource can enter time against a specific project.

   Default: Selected

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

   Resource Employment Type

   Specifies the employment type to search for resources.

   Values: Contractor or Employee

   Resume Keywords

   Defines the keywords in the resume of the resource.

   Planned Allocation

   Represents the duration that the resource is required on the project. The field represents the total availability of the resource for the project, as the project manager requests.

   Hard Allocation

   Represents the total hard-booked availability of the resource to the project, as the resource manager specifies. No hard allocation value exists until the resource manager hard-books the allocations.

5. Click New Row to add more resources. Or, select the check box next to the start date and click delete to remove a resource from the new staff list.
6. Save the changes.