How to Staff a Service Team › Add Resources or Roles to a Service Team

Add Resources or Roles to a Service Team

To staff a service, add specific named labor resources, nonlabor resources, or roles as placeholders. Resources are automatically allocated at 100 percent of their available working days. You can adjust allocations, over-allocate resources, or automatically allocate only the remaining availability of the resource.

You can add multiple instances of a role to a service but not multiple instances of the same named resource. For example, assign a developer role twice to represent two different requirements for a resource with developer skills.

Follow these steps:

1. Open a service and click Team.

   The team staff page appears.

2. Review the team staff page of the service before you add more staff to the service. The page contains the following columns and icons:

   Properties icon

   Opens the resource profile. You can view profile information and change allocations, including planned and hard allocations.

   Resource Finder icon

   Opens the Find Resources page for the selected resource. You can replace the resource or role with a different one.

   Resource Allocation

   Opens the Resource/Role Allocations page. You can update the resource allocation.

   Role

   Displays the role of the resource for this assignment. The role can be different from the primary role selected in the resource profile.

   Time

   Displays a yellow checkmark if the resource or role is allowed to enter timesheet values for this investment.

   Booking Status

   Displays the resource or role booking status.

   Values

   Hard. The resource is committed to the investment

   Soft. The resource is tentatively scheduled for the investment.

   Mixed. Both soft and hard allocation exist for the resource.

   Start

   Displays the team member allocation start date. If the date is not defined, the default is the start date of the investment.

   Finish

   Displays the team member allocation finish date. If the date is not defined, the default is the finish date of the investment.

   % Allocation

   Displays the percentage the team member is allocated to the investment.

   Allocation

   Displays the number of hours the resource is tentatively booked to the investment. Unless you change the booking dates, staff members are automatically booked for the entire duration. You cannot directly edit the allocation, but change allocation using the following:

   • The setting allocation options.
   • The new allocation curves defined on the resource staff member properties page.
   • The Shift Allocation option

   Allocated Actuals

   Displays the total number of hours of the resource to date on the investment.

   Incident Actuals

   Displays the time posted to incidents associated with this investment.

   Total Actuals

   Displays the aggregated total actual time posted against the investment. The value is the sum of the allocated actuals and the incident actuals.

3. To add resources and roles, click Add.

   The select resource page appears.

4. Select the resources and roles to add to your service staff.

   Note: Use a role as a placeholder when you do not know the name of the resource. Or, use role if the resource is not available for staffing on your service.

5. Use the Search Filter to find resources or roles by name or other criteria.
6. Click Add to add the resources or roles you select.
7. (Optional) To add team members to your service at the OBS level, click Add/Update by OBS.
8. (Optional) You can book overallocated resources to a service. When the available hours are less than the number of requested hours, the remaining availability confirmation page appears to indicate that the resource is overbooked.
   • If you book the resource at 100 percent (default) of their availability, the 100% Resource Allocation column lists the number of hours used.
   • The Remaining Availability column indicates the actual number of work hours the resource has available to work on the service.

   Select one of the following options:

   Overallocate

   Over-allocates the resource.

   Remaining Only

   Books the resource for the amount listed in the Remaining Availability column.

9. (Optional) To remove a resource, select its check box and click Remove.

   Note: You cannot remove a resource if they posted actuals or submitted actuals pending for the service.

10. Save your changes.