After adding the resource or role to your service, use the resource or role staff member page to modify the staffing requirement.
Follow these steps:
Displays the name of the staffing requirement.
Defines the team member allocation start date and finish date for the investment.
Default: The investment start date and the investment finish date.
Defines the percentage of time to allocate the resource to the investment (you can enter 0 percent). The change updates the Allocation and Allocation % columns on the investment team staff page.
Indicates the commitment level for the staff member allocation. Staff member bookings are soft, hard, or mixed.
The booking status is set automatically when team members are booked or their allocation changes.
Determines the staffing requirement type.
Default: New
Displays the resource associated with the requirement.
Displays the start and finish date of the investment.
Defines the role for which resources are requested for the investment.
Example: Developer, Business Analyst, Architect
Defines the Staff OBS Unit.
Default: The investment Staff OBS Unit value, if defined.
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
Indicates if the resource is a contractor or a full-time employee.
Defines the keywords from the resume of the resource.
Defines the total percentage of time the resource is planned to be allocated to the investment, as requested by the investment manager. The allocation also specifies the start and end dates.
Defines the total percentage of hard-booked allocation of the resource to the investment (as entered by the resource manager). The allocation also specifies the start and end dates of the allocation.
No hard allocation value exists until the resource manager hard-books the allocations.
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