New User Experience: Staff a Project Team

As a project manager or a resource manager you allocate resources and roles to your projects to see their total availability. You can search for resources and roles on the project team and can populate the grid with their current allocation. The ppmnew lets you staff a project team and manage resource demand.  
ccppmod1561
As a project manager or a resource manager you allocate resources and roles to your projects to see their total availability. You can search for resources and roles on the project team and can populate the grid with their current allocation. The 
New User Experience
 lets you staff a project team and manage resource demand.  
 Derrick.png 
Example
: Derrick is a resource manager and must ensure that the right people with the right skills are allocated to a project. He must understand and plan incoming staffing requests. Derrick uses the staffing capabilities in the 
New User Experience
 to handle forecast changes in headcount, keep an eye out for resource pools, and ensure that there are no staffing conflicts.
 
3
 
2
 
 
HID_newux_project_staff
Prerequisites
Prerequisites: Access Rights
The following business logic determines how the application adds resources and roles as staff members:
  • The combination of project and booking access rights of the project manager.
  • The default Booking Status setting for the Team sub object in Classic 
    Clarity PPM
     
In the default configuration, Booking Status is set to Soft so that users with soft booking rights can add staff members. System administrators can change the default setting to Hard to  allow only users with hard booking rights to add staff members.
Access Rights
Default Booking Status is Soft
Default Booking Status is Hard
  •  
    Project - edit
     
  •  
    Resource - hard booking
     
  • Staff member is added
  • Booking Status is set to Soft
  • Staff member is added
  • Booking Status is set to Hard
  •  
    Project - edit
     
  •  
    Resource - soft booking
     
  • Staff member is added
  • Booking Status is set to Soft
  • Cannot add staff member
  •  
    Project - view
     
  •  
    Resource - hard booking
     
  • Staff member is added
  • Booking Status is set to Soft
  • Staff member is added
  • Booking Status is set to Hard
  •  
    Project - view
     
  •  
    Resource - soft booking
     
  • Cannot add staff member
  • Cannot add staff member
Prerequisites: Business Rules
Observe the following business rules when staffing projects in the 
New User Experience
:
  • You can add labor roles 
    only 
    using the Staffing capability or the project Staff tab.
  • You can perform role replacements using the Staffing capability or the project Staff tab.
  • If you have a project template where roles are assigned to the team, and you create a project from this template in the 
    New User Experience
    , only the labor roles appear in the project Staff grid. Any non-labor resources and roles are visible only in the Classic PPM project team page.
  • If you have a project template where roles are assigned to the tasks, and you create a project from this template in the 
    New User Experience
    , the roles are still assigned to the tasks in the new project. You can replace the roles with named resources using the Staffing functionality.  
  • Verify that the following attributes on the Team object have a default value that is defined in Classic PPM.  If a default value is not defined for these attributes, users are unable to edit the team records from a project in the 
    New User Experience
    :
    • Booking Status
    • Request Status
  • The Request Status attribute is not visible in the 
    New User Experience
     because Requisitions are not supported.
Prerequisites: Set the Unit of Measure
Configure the Unit of Measure setting to display the project STAFF grid data in 
FTE
 or 
Hours
.
 
Follow these steps:
 
  1. Click the drop-down menu next to your avatar and username at top right.
  2. Select 
    SETTINGS
    .
  3. Click 
    GENERAL
    .
  4. In the 
    Unit of Measure 
    field, select 
    FTE
     or 
    Hours
    .
  5. Click
     X Close.
    ETC, Allocation, and other field values on the Staff grid now appear in your choice of units.
 image2019-6-2_11-21-27.png 
 The default decimal display options for FTE values can result in the appearance of grid cells that show a zero (0). You might not be able to see its true value of 0.4. Conversely, 0.8 might appear as 1. When using FTE as your unit of measure, we recommend that you set your number decimal display in view options to 0.00 or 0.0.
Staff a Project
As a project manager or resource coordinator, you can identify and add people, roles, teams, and even non-labor resources by name or ID. By default, all staff members are allocated at 100 percent. Based on your soft or hard booking rights, you can search and add active labor resources, roles, or pre-configured teams as staff members.
You can staff a resource only once. You can staff a role multiple times to the same project. When you add multiple instances of the same role, it appears with a number such as DBA (2), DBA (3), and so on. 
 
Follow these steps:
 
  1. In the main menu, click 
    Projects 
    or
     Project Tiles
    .
  2. Open a project and click
     Staff
    .
  3. Apply one or more filters to constrain the volume of staff members in a large list.
  4. Click blue_plus_icon.png 
    Add Row
    .
    This button appears only for users who have the proper booking rights (ResourceHardBook or edit rights on the project and ResourceSoftBook).
  5. Search for a resource, role, or team by name or ID. For resources, you can also search by primary role such as architect, business analyst, and so on. The following fields are auto-populated with any default values from the resource or role record and project tasks:
    •  
      Project Role
      Defines the role of the staff member that is requested for the project.
    •  
      Booking Status
      Defines whether the staff member is tentatively scheduled (soft) or committed (hard) to work on the project.
    •  
      Open for Time Entry
      Indicates if the staff member can enter time on their timesheets for the project. Clear the check box and a staff member cannot log time for a specific project.
    •  
      Start
      Defines the start date of the project. The project start date appears only when the allocation start date is undefined for the staff member.
    •  
      Finish
      Defines the finish date of the project. The project finish date appears only when the allocation finish date is undefined for the staff member.
    •  
      Allocation
      Defines the total availability (planned or committed) of the staff member to the project in FTE units.
    •  
      Actuals
      Defines the actuals posted by the staff member against the project in FTE units.
    •  
      ETC
      Defines the total assignment of the staff member to the project tasks in FTE units.
    •  
      Default Allocation
      Defines the default allocation as 100%. You can edit the default allocation percentage.
  6. Continue adding resources or roles to staff your project.
    image2019-6-2_16-37-1.png 
Add One or More Roles to Project Staff
You can add multiple instances of the same role to a project. You can then modify the names of the roles to distinguish them such as Junior DBA, Senior DBA, and Principal DBA. The new role names that you assign on the project Staff tab also appear in the pages under the Staffing main menu.
Each renamed role instance also appears in the task details panel under Staff. When adding staff for a task, you can assign each role instance once on that task. Irrespective of whether the Assignment Pool option is set to Team Only or Resource Pool in Classic PPM, you can see the staffed role name instances.
 On the 
STAFF
 and 
ASSIGNMENTS
 pages, you can add a resource only one time. After you add the resource, they no longer appear in the drop-down list. Because roles can be added multiple times, use the column panel to add the 
Requirement Name
 field to distinguish between the different instances of the same role. In the example below, you might change the value in the Requirement Name column from DBA (3) to DBA Junior and from DBA (2) to DBA Senior.
 image2019-5-30_13-13-42.png 
 If the Assignment Pool option is set to Resource Pool, you only see the staffed roles for a specific role type. For example, you only see Junior DBA, Senior DBA, and Principal DBA. You do not see the plain DBA role as an option for adding it as another instance to the project. To add a fourth instance of the DBA role as a staff member, use the Staffing page in the main menu instead.
Manage Project Staff Members
When you first create a project from a template, it includes certain roles for tasks that are copied from the project template. The roles are placeholders for staff members who have the skills that are required to complete the project tasks.
As you add members to the project staff and assign them to tasks, you can remove the corresponding roles.
  • For example, you can add and assign a staff member with DBA skills to a task that requires that skill. 
  • Thereafter, you can remove the DBA role from the task as you now have a staff member that fulfills that role. 
  • The task remains and reflects the newly assigned staff members, minus the roles that you removed.
 For more information about how roles work, and when you can view them in the 
New User Experience
, see the Roles section in New User Experience: Compare with Classic Clarity PPM.
 
Follow these steps:
 
  1. In the main menu, click 
    Projects 
    or
     Project Tiles
    .
  2. Open a project.
    By default, the 
    CONVERSATIONS
     page appears with its 
    STAFF
     details pane.
  3. In the 
    STAFF
     pane, add staff members by searching or selecting resources, roles, or predefined teams from the drop-down list.
  4. To view more options, click the staff member.
    1. To contact the staff member by e-mail, click the mail icon.
    2. To remove a staff member, click the remove icon with the (−) minus sign.
 When adding staff members to a project, you see all active resources from the resource pool. Users with project edit rights can see the option for adding staff members. However, soft or hard booking rights for labor resources are required to successfully add staff members. For more information, see 
Security for Project Managers
 in New User Experience: Compare with Classic Clarity PPM.
The following image shows options for working with staff members:
 image2019-6-2_16-51-47.png 
Edit Default Allocations
By default, you cannot allocate a resource more than 100%. The application displays over-allocations in red. If you reallocate a resource who is already 100% allocated, the allocation is reset to 0%. After a staff member is hard-booked to a project, you can change the default allocation as follows:
  • Reduce the allocation if the staff member is allocated to the project for a longer time than required
  • Extend the allocation to request additional booking for a staff member
 New! Release 15.6.1 and higher supports mixed bookings and editing hard allocations directly inside the Project Staff grid.
Auto-Spread Allocations
You can enter one total allocation value and the application spreads it over the remaining periods based on availability.
Follow these steps:
  1. On the project 
    STAFF
     page, click 
    View Options
    .
  2. Select 
    Allocations
     for your per-period metrics. Select your start and end period dates.
  3. In the row for a named resource, enter a total number of hours or FTE units.
    The application spreads your allocation value across the remaining periods. See the animated demonstration below to view an example:
View Weekly, Monthly, Quarterly, or Yearly Resource Allocations
You can adjust your view of the Project Staff grid to show fiscal or calendar per-period metrics (also known as 
time-scaled values
, or TSVs).
 
Follow these steps:
 
  1. Open a project.
  2. Click 
    STAFF
    .
  3. Staff the project.
  4. Click 
    View Options
    .
    1. Set the 
      PER-PERIOD METRICS
       field to a time-scaled series of time sliced data for allocations. For example, select 
      Allocations
      Hard Allocations
      , or 
      Allocation Cost Curve
      .
    2. In the 
      PERIODS
       field, select a unit of time (for example, 
      weeks
       or 
      quarters
      ).
    3. Define the 
      START PERIOD
       and 
      END PERIOD
      . The application adjusts the time periods based on the value that you selected for periods.
    4. Click 
      X Close
       to close the View Options panel.
      The Staff grid applies your settings and shows staffing allocations that are spread across the time periods.
      image2019-5-7_19-16-40.png 
  5. Apply one or more filters for more precise analysis.
    1. Click 
      Filter
      .
    2. Click 
      ADD FILTER
       and select 
      Allocation
      .
    3. Set the allocation filter range. For example, to focus on resource, role, or team allocations over 600 total hours for all planning periods, enter 600 in the filter low end and make no entry in the high end of the range.
      Your filter criteria are applied to the grid.
  6. You can edit directly in the grid. For example, edit per-period amounts or total amounts to see them spread across staff allocation periods.
  7. View aggregated data for your project resources, roles, and teams. Adjust the data to support your resource capacity planning needs.
Per-Period Metrics Derived from Entity Fiscal Periods
All per-period metrics use the fiscal period definitions from the system default entity in Classic PPM. You can set and adjust the start and end periods for the columnar display of time-scaled values inside the grid.  For example, you can display data for twelve 
monthly
 periods. When you switch to 
quarters
, the application adjusts the grid to show four quarters. When switching time periods, the application shifts to the closest matching start or end time period to maintain consistency.
The following image shows weekly allocations for 16 weeks and filters out any rows with allocation totals less than 600 hours:
 image2019-5-7_18-20-51.png 
 Aggregated TSV data is not available when you are in 
Group By
 mode in a grid.
Allocation Values
The following image demonstrates how project staff allocation totals can vary in different columns:
 20190612-STAFF-PAGE-ALLOC-FTE-HOURS-DIFF-KE.jpg 
The Allocation column on the left is sometimes known as a scalar field value. The value on the right (Totals | Allocations) derives its value from your per-period metrics, which are in turn, based on time-scaled value (TSV) fields and fiscal periods in Classic PPM.
You might see two different values; however, the behavior is valid. The differences are more noticeable with FTE units. The scalar allocation value uses the exact date boundaries of the start and finish dates for the row. The per-period metric total allocations value uses the start date of the start period and the last date of the end period that you have selected in your current view. The calculation is derived a different way. You could observe a larger TSV range than the date range for the row in the grid. This behavior explains why the totals, especially for FTE values, can sometimes vary.
 image 
  • Allocation (expressed in FTE or hours) = allocation worktime ÷ total worktime
  • Allocation is defined as the amount of time (in seconds) that a resource is allocated on an investment as a proportion of total possible work time, not calendar time. 
  • A typical workday is often 8:00 a.m. to 5:00 p.m. less an hour for lunch. Eight (8) hours * 3600 = 28,800 seconds per day.
  • In a typical week, a resource might be allocated for five (5) days. Their allocation is 28,000 × 5 = 144,000 seconds.
  • Total possible worktime between two dates in a typical week might be 5 days × 8 hours per day × 3600 = 144,000 seconds.
  • In this example, resource allocation over the 5-day work week is allocation worktime (144,000) ÷ total worktime (144,000) = 1 FTE.
Clarity PPM calculates a total allocation value for a given resource that represents how many seconds they are allocated to the project relative to the total possible worktime for the duration of that allocation segment. The application also factors in your per-period metrics to calculate a dynamic total for your currently selected time periods. You see a column labeled 
Totals
 | 
Allocations
 and multiple columns labeled with your choice of time period followed by 
Allocations
 under each period label.Unlike the 
Total Allocation
 scalar value calculations, the allocated worktime in the per-period columns represents the sum of the allocations, not across the project, but only for the duration of the periods in your current view.When calculating the dynamic totals for the allocations, the application determines how long a resource is allocated for the duration of the periods and divides that number by the total worktime available during the same dynamic period. The numbers can represent various planning periods including a paradigm where you select time periods that extend beyond the date range of the original allocation. This explanation accounts for what some users perceive as variations in the data. 
Example
: The following example shows two resources with different allocations. The resource manager is attempting to plan six (6) months from today. The application normalizes the data and calculates allocations as expected across the selected periods.
 image 
The following image shows how the user selects the six (6) monthly time periods in 
View Options
:
 image 
Update Cell Values in the Totals Column and Per-Period Columns
The 
STAFF
 and 
ASSIGNMENTS
 grids support the following subtle features and options:
  • You can configure the grid (click 
    Column Panel
    ) to show allocation values in a 
    Totals
     column, in per-period metric columns, or in both. 
  • When you show both, you can enter separate values in each per-period column and see them counted toward the value in the 
    Totals
     column.
  • Conversely, you can enter one value in 
    Totals
     and watch the application dynamically spread the allocation across the remaining periods in the current view.
 image2019-6-13_11-21-56.png 
You can also copy and paste values spanning multiple cells; however, exercise caution as you might get unexpected results.
  • When copying and pasting in a grid, verify the cell dimensions and columns you want to copy and paste are the same.
  • We recommend that you avoid copying and pasting values from inside both the 
    Totals
     column and per-period metric columns in the same operation. Use one or the other. In other words, do not attempt to update values for the 
    Totals
     column and for per-period columns in a single paste operation.
Join Conversations with Project Staff
To keep up with staffing conversations, filter by the 
Conversations
 field set to 
Yes
. You can also sort rows or group them by the 
Conversations
 Boolean (yes or no) attribute.
 image2019-6-2_17-10-13.png 
Remove a Staff Member
You require the following project rights along with resource or role hard or soft booking rights to remove staff members from the grid. 
  •  
    Project - Edit (Instance or OBS)
     
  •  
    Project - Edit Management (Instance or OBS)
     
  •  
    Project - Edit Management - All (Global)
     
You can always remove any roles from the project staff. You can remove resources from the project staff if they satisfy the following conditions:
  • No posted actuals are associated with the resource.
  • No requisitions in booked status are associated with the resource.
If a resource has an associated requisition that is in 
booked
 status, you must first 
unbook
 and then delete the requisition in Classic PPM. After that, you can remove the resource from the project staff. See 
Manage Requisitions
.
 
Follow these steps:
 
  1. Open a project and click
     Staff
    .
  2. Click any cell in the row for the staff member that you want to remove. 
  3. Right-click the cell and select 
    Delete Row 
    from the grid context menu.
Removing a staff member from a project does not delete the resource or role from the system.
Configure Resource and Staff Attributes
The default attributes that you can view on the Staff grid are based on the Team object in Classic PPM. You can configure the grid columns and DETAILS panel to view additional resource and staff attributes. Depending on your project edit rights and staff booking rights, you can edit some of the staff attribute values.
 
Follow these steps:
 
  1. Open a project and click
     STAFF
    .
  2. Click a cell in the grid. 
  3. Depending on the data type, edit the field value as follows:
    • Click inside a cell and edit inline
    • Double-click to select a value from a menu
    • Select or clear a check box
  4. Click the 
    Column Panel
     to show or hide more fields. 
     
    New! In Release 15.6.1
    : You can now view or edit the 
    Staff OBS Unit
     for a resource. Add the 
    Staff OBS Unit
     column to the Staff grid to view or edit the OBS unit for the resource. Hover over a cell value to view the complete OBS path.
     image2019-6-2_16-6-17.png 
  5. You can also select any row and click 
    DETAILS
     to open the 
    DETAILS
     panel as shown below:
  •  image2019-6-2_15-20-11.png 
 
Project Edit and Hard Booking Rights
 
Depending on the staff member booking status, you can edit the following attributes with project edit access and resource or role hard booking rights.
Project Access
Resource/Role - Hard Book
Staff Booking Status is Soft
Resource/Role - Hard Book
Staff Booking Status is Hard
 
Project - Edit
 (Instance or OBS)
This access right includes the 
Project - Edit Financial
 access right which allows edits to the Capitalization % field.
Edit the following attributes:
  • Staff (resource or role name)
  • Project Role (paired with Resource - View access on roles)
  • Booking Status
  • Open for Time Entry
  • Start/Finish (change allocation dates within the project date range or extend the allocation beyond the project date range)
  • Default Allocation
  • Capitalization %
  • Custom staff fields
  • Requested Manager (for roles)
 Edit the following attributes:
  • Staff (resource or role name)
  • Project Role (paired with Resource - View access on roles)
  • Booking Status
  • Open for Time Entry
  • Start/Finish (change allocation dates within the project date range or extend the allocation beyond the project date range)
  • Default Allocation
  • Capitalization %
  • Custom staff fields
  • Requested Manager (for roles)  
  •  
    Project - Edit Management
     (Instance or OBS)
  •  
    Project - Edit Management - All
     (Global)
These access rights do not include the 
Project – Edit Financial
 access right.
  • Staff (resource or role name)
  • Project Role (paired with Resource - View access on roles)
  • Booking Status
  • Open for Time Entry
  • Start/Finish (change allocation dates within the project date range or extend the allocation beyond the project date range)
  • Default allocation
  • Requested Manager (for roles)
  • Custom staff fields
  • Staff (resource or role name)
  • Project Role (paired with Resource - View access on roles)
  • Booking Status
  • Open for Time Entry
  • Start/Finish (change allocation dates within the project date range or extend the allocation beyond the project date range)
  • Default allocation
  • Requested Manager (for roles)
  • Custom staff fields
 
Project View and Hard Booking Rights
 
Depending on the staff member booking status, you can edit the following attributes with project view access and resource or role hard booking rights.
Project Access
Resource/Role - Hard Book
Staff Booking Status is Soft
Resource/Role - Hard Book
Staff Booking Status is Hard
  •  
    Project - View 
    (Instance or OBS)
  •  
    Project - View Management
     (Instance or OBS)
  •  
    Project - View Management - All
     (Global)
When paired with Resource HARD BOOKING, the user can edit most of the STAFF fields.
Edit the following attributes:
  • Staff (resource or role name)
  • Project Role (paired with Resource - View access on roles)
  • Booking Status
  • Open for Time Entry
  • Start/Finish (change allocation dates within the project date range or extend the allocation beyond the project date range)
  • Default Allocation
  • Requested Manager (for roles)
  • Custom staff fields
Edit the following attributes:
  • Staff (resource or role name)
  • Project Role (paired with Resource - View access on Roles)
  • Booking Status
  • Open for Time Entry
  • Start/Finish (change allocation dates within the project date range or extend the allocation beyond the project date range)
  • Default Allocation
  • Requested Manager (for roles)
  • Custom staff fields
 
Project Edit and Soft Booking Rights
 
Depending on the staff member booking status, you can edit the following attributes with project edit access and resource or role soft booking rights.
Project Access
Resource/Role - Soft Book
Staff Booking Status is Soft
Resource/Role - Soft Book
Staff Booking Status is Hard
Project - Edit (Instance or OBS)
This access right includes the Project - Edit Financial access right which allows the editing the Capitalization % field.
Edit the following attributes:
  • Staff (only role name)
  • Project Role (paired with Resource - View access on roles)
  • Open for Time Entry
  • Start/Finish (change allocation dates within the project date range or extend the allocation beyond the project date range)
  • Default allocation
  • Capitalization %
  • Requested Manager (for roles)
  • Custom staff fields
Edit the following attributes:
  • Staff (only role name)
  • Project Role (paired with Resource - View access on roles)
  • Open for Time Entry
  • Default allocation
  • Capitalization %
  • Requested Manager (for roles)
  • Custom staff fields
  • Project - Edit Management (Instance or OBS)
  • Project - Edit Management - All (Global)
These access rights do not include the Project – Edit Financial access right.
  • Staff (only role name)
  • Project Role (paired with Resource - View access on roles)
  • Open for Time Entry
  • Start/Finish (change allocation dates within the project date range or extend the allocation beyond the project date range)
  • Default allocation
  • Requested Manager (for roles)
  • Custom staff fields
  • Staff (only role name)
  • Project Role (paired with Resource - View access on roles)
  • Open for Time Entry
  • Requested Manager (for roles)
  • Custom staff fields
  • Project - View
  • Project - View Management
View only
View only
 
Project Edit and No Booking Rights
 
Depending on the staff member booking status, you can edit the following attributes with project edit access and 
no
 resource or role booking rights.
Project Access
No Booking Rights
Project - Edit (Instance or OBS)
This access includes Project - Edit Financial which provides an ability to edit Capitalization %.
Edit the following attributes:
  • Staff (role name only)
  • Project Role field (paired with Resource - View access on roles)
  • Open for Time Entry
  • Capitalization %
  • Requested Manager (for roles)
  • Custom Staff fields
  • Project - Edit Management (Instance or OBS)
  • Project - Edit Management - All (Global)
These access rights do not include the Project – Edit Financial access right.
  • Staff (role name only)
  • Project Role field (paired with Resource - View access on roles)
  • Open for Time Entry
  • Requested Manager (for roles)
  • Custom Staff fields
  • Project - View
  • Project - View Management
View only
Replace Staff Members
 This feature is deprecated and unavailable in 15.6.1. Replacement features are available in Classic PPM.
You can replace the following staff members:
  • Replace a role with a different role, a team, or a resource.
  • Replace a resource with a different resource, team, or a role.
  • Replace a team with a different team, a resource, or a role.
 
Follow these steps:
 
  1. Open a project and click
     Staff
    .
  2. In the 
    Staff
     field, right-click the resource, role, or team that you want to replace.
  3. Select 
    Replace
     from the grid context menu.
  4. Complete one of the following tasks:
    • Search for a resource by name, ID, or primary role or select from the drop-down list.
    • Search for a role or select one from the drop-down list.
    • Search for a team or select one from the drop-down list
Replacing a Role with Another Staff Member
 This feature is deprecated and unavailable in 15.6.1. Replacement features are available in Classic PPM.
With project edit access and booking rights for the resource and role, you can replace a role with any other staff member (that is, resource, role, or team).
The original role is either partially or completely replaced based on the following factors:
  • The combination of booking rights on the existing role and the booking rights on the target role, resource, or team. The role remains on the project if its booking status is hard. The user with hard booking rights to the role can remove the role.
  • The project management setting 
    Reassign Tasks when replacing Role
    . The setting is available in Classic PPM, under Administration. See Define Default Project Settings.
When replacing a role, you can only select a target resource or team that is not already on the project.
Replacing a Resource with Another Staff Member
 This feature is deprecated and unavailable in 15.6.1. Replacement features are available in Classic PPM.
You can replace a resource with any other staff member (that is, resource, role, or team). You can only select a target resource or team that is not already on the project. You can add the same role multiple times to a project. Hence, you can select a target role that is already on the project to replace an existing resource.
You require edit access to the project and soft booking rights for the resources and roles. If the existing resource allocation is hard, then you require hard booking rights to replace the existing resource.
A staff member replaces an existing resource based on the following rules:
  • If you are replacing an existing resource with actuals posted on the project, the following behavior applies:
    • The target staff member is allocated based on the default allocation percentage.
    • The target staff member is assigned to the tasks with the remaining ETCs.
    • The existing resource remains on the project and assigned to tasks where actuals are posted.
    • The existing resource allocation amount is reset to zero.
    • All existing staff member task assignment ETC amounts are reset to zero. 
  • If you are replacing an existing resource with task assignments, the following behavior applies:
    • The target staff member is added with the remaining allocation and all relevant task assignments.
    • The start date of the staff member allocations is set after the existing Resource ActThru date. The allocation rate of the existing allocation for the remainder of the project is used.
    • For any task where the existing resource has booked actuals, the target staff member is assigned to the task with the remaining ETC.
  • If you are replacing an existing resource without posted actuals, the following behavior applies:
    • The target staff member replaces the existing resource for all allocations and task assignments. 
    • The existing resource is removed.
Replacing a Team with Another Staff Member
 This feature is deprecated and unavailable in 15.6.1. Replacement features are available in Classic PPM.
You can replace a team with any other staff member (that is, team, resource, or role). You can only select a target resource or team that is not already on the project. You can add the same role multiple times to a project. Hence, you can select a target role that is already on the project to replace an existing team.
You require edit access to the project and soft booking rights for the resources and roles. If the existing resource allocation is hard, then you require hard booking rights to replace the existing resource.
A staff member replaces an existing team based on the following rules:
  • If you are replacing an existing team with actuals posted on the project, the following behavior applies:
    • The target staff member is allocated based on the default allocation percentage.
    • The target staff member is assigned to the tasks with the remaining ETCs.
    • The existing team remains on the project and assigned to tasks where actuals are posted.
    • The existing team allocation amount is reset to zero.
    • All existing task assignment ETCs are reset to zero.
  • If you are replacing an existing team with task assignments, the following behavior applies:
    • The target staff member is added with the remaining allocation and all relevant task assignments.
    • The start date of the staff member allocations is set after the existing Resource ActThru date. The allocation rate of the existing allocation for the remainder of the project is used.
    • For any task where the existing team has booked actuals, the target staff member is assigned to the task with the remaining ETC.
  • If you are replacing an existing team without posted actuals, the following behavior applies:
    • The target staff member replaces the existing team for all allocations and task assignments. 
    • The existing team is removed.
Add the Staff OBS Column to the Staff Grid
As a resource manager you can now manage (create, update, and dissociate) Staff OBS Unit for a Resource in the 
New User Experience
. On the 
Staff
 tab in a project, use the column picker to add the Staff OBS column to the Staff grid. The column displays Staff OBS in the Staff Grid and the respective unit of the resource. 
 
More Information
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