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

Define Team Staff Member Properties

To define and edit the properties for a team staff member, use the following procedure. For example, define a resource as open for time entry to track the time that is spent on the resource's tasks on the timesheet.

Follow these steps:

1. Open the project and click Team.
2. Click the Properties icon for the resource or role for which you want to define properties.
3. Complete the requested information. The following fields require explanation:

   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.

   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 that are requested for the project.

   Example: Developer, business analyst, or product manager

   Staff OBS Unit

   Defines the OBS Unit affiliation for the resource that is 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

   Resume Keywords

   Defines the keywords in the resume of the resource.

   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).

   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.

4. Save the changes.

More information:

Teams (projects and investments)

About Team Staff Member OBS Unit