Teams (projects and investments) › Edit Team Staff Member Properties

Edit Team Staff Member Properties

Use the following procedure to define and edit the properties for a team staff member. For example, define a resource as open for time entry to track the time spent on their tasks on the timesheet.

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.

   The staff member page of properties appears.

3. Complete the following fields in the General section:

   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

   Defines the start date for the resource on the project.

   Finish Date

   Defines the end date for the resource on the project.

   Default % Allocation

   Defines the percentage of time you want to allocate the resource to this project (you can enter 0 percent). This amount is reflected in the Allocation and Allocation % columns on the project team staff page.

   Default: 100 percent

   Required: No

   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

   Specifies the requisition status when a requisition is linked to the team record. Project managers use the request status to monitor the state of their requisitions and to book manually a resource without using a formal requisition. The field is display only, when the request status is "New", "Open, or "Proposed", or when no requisitions exist.

   Values:

   • New. The staffing requirement is new. The project manager has not requested staffing needs.
   • Open. The resource requisition is active and is waiting to be filled.
   • Proposed. The resource requisition has been proposed.
   • Booked. The project manager has accepted the proposed resource.
   • Closed. No requisitions are associated with the team member.

   Default: New

   Required: Yes

   Investment Role

   Defines the role of the resources requested for the project.

   Example: Developer, business analyst, or product manager

   Staff OBS Unit

   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)

   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

   Specifies the employment type to search for resources.

   Values: Contractor or Employee

   Resume Keywords

   Defines the keywords in the resume of the resource.

5. Complete the following fields in the Planned Allocation section:

   Planned Allocation

   Defines the duration of time for which the resource is required to work on the project. The time represents the total amount of availability the resource has to the project (as requested by the project manager).

6. Complete the following fields in the Hard Allocation section:

   Hard Allocation

   Defines the total amount of hard-booked availability the resource has to the project (as filled out by the resource manager). A hard allocation value does not exist until the resource manager hard-books the allocations.

7. Save the changes.

More information:

Teams (projects and investments)

About Team Staff Member OBS Unit