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Define Staff Requirements for a Service

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:

  1. Open the service and click Team.
  2. Click the Properties icon for the resource or role.
  3. Edit the staff member properties:
    Requirement Name

    Displays the name of the staffing requirement.

    Start and Finish Date

    Defines the team member allocation start date and finish date for the investment.

    Default: The investment start date and the investment finish date.

    Default % Allocation

    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.

    Booking Status

    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.

    Request Status

    Determines the staffing requirement type.

    Default: New

    Resource

    Displays the resource associated with the requirement.

    Investment Start and Finish Date

    Displays the start and finish date of the investment.

    Investment Role

    Defines the role for which resources are requested for the investment.

    Example: Developer, Business Analyst, Architect

    Staff OBS Unit

    Defines the Staff OBS Unit.

    Default: The investment Staff OBS Unit value, if defined.

    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

    Indicates if the resource is a contractor or a full-time employee.

    Resume Keywords

    Defines the keywords from the resume of the resource.

    Planned Allocation

    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.

    Hard Allocation

    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.

  5. Save the changes.