New User Experience: Request Resources and Roles to Staff Investments

As the project coordinator (Barb), use Resources to staff investments with the right resources.
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As the project coordinator (Barb), use Resources to staff investments with the right resources.
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About Staffing Requests by Investments
The Investments to Resources view lets you complete the following staffing tasks:
  • Find and staff the right people with the right skills on each investment.   
  • Know which resource managers to work with.
  • Request staff (roles or named resources) on investments and direct to resource managers for fulfillment.
Verify that you have the following access rights to perform staffing activities:
  • Edit rights for specific investments combined with soft-booking rights for specific named resources and roles
  • View rights for specific investments combined with hard-booking rights for specific named resources and roles
: With only soft booking rights on a resource, you are unable to edit an allocation that is hard or committed. However, the resource manager with hard booking rights can manage the resource allocation.
Example:
A new project, Big Room Planning has been created without any resources or roles. Barb has
<investment>
- Edit rights for the Big Room Planning project and can see it in the Investments to Resources view. Barb also has soft booking rights for specific roles in the system. Barb expands the Big Room Planning project and sees no resources or no roles on the team. Barb adds the Project Manager role on this project. Also, Barb edits the role request properties as follows:
  • Sets the requested resource manager to Derrick Joseph.
  • Specifies the hourly forecast rate for the requested role.
The Investments to Resources view is now updated to show the new role. The investment period totals and column totals are also updated based on the requested role allocation. Derrick logs in and sees the new role in the list of incoming requests on the Requests view.
Book Resources or Roles to Investments
Use the Investments to Resources view to search for active resources or roles by name and book them to investments. The following requirements apply:
  • You have view rights for the investment and hard booking rights to the resource or role.
  • You have edit rights for the investment and soft or hard booking rights to the resource or role.
  • The resource is not already allocated to the investment.
    An internal or external scheduler has not locked the investment. 
You can view an investment if you have soft or hard booking rights to the resources or roles on the investment. If you do not have either view or edit rights to the investment, you cannot edit the investment allocation data. Also, you cannot access the details and the associated conversations.
You can add a role multiple times to a single investment.
Create a Role Request on an Investment
As more work is identified, use the Investments to Resources view to submit resource requests directed to resource managers. When the resource manager navigates to the Requests view, they see the new requests. They can then replace the roles with named resources or update the properties on the requests to route them to another resource manager. See New User Experience: Resource Allocations and Staffing for details on the resource manager responsibilities.
The Investments to Resources view also includes roles that are added to projects created from templates that contain roles. The roles in the project templates are created in Classic
CA PPM
.
The following image shows the Investments to Resources view with investments at the parent level and the requested roles and resource allocations at the child level:
The image shows the Investments to Resources view with investments at the parent level and the requested roles and resource allocations at the child level
The image shows the Investments to Resources view with investments at the parent level and the requested roles and resource allocations at the child level
Follow these steps:
  1. On the Investments to Resources view, expand an investment to see the currently assigned resources and roles.
  2. Click the plus sign next to the investment name.
  3. Search for a requested role and add it to the investment. To delete a request that you accidentally added, click the cross sign.
  4. Click the requested role name (for example, project manager) to view details such as the investment manager and allocation dates.
  5. Specify the following details for the requested role:
    • Start and finish dates for the requested allocation
    • Forecast rate or the hourly rate that is used to determine the resource cost
    • Resource Manager that is assigned to fulfill the role request
  6. Use the Conversations tab to view, add, or respond to comments on the requested role. See New User Experience: Start Conversations and Post Comments for details.
Note
: As a project coordinator with booking rights for specific named resources, you can search for and directly allocate a named resource to an investment. By default, the resource is soft-booked on the investment. Click the resource name to view the resource details and change the booking status from Soft to Hard. You need hard booking rights for the resource to change the booking status. If you have soft booking rights only, then the resource manager can hard book the resource for you after accepting the request. See 
Accept an Allocation Request for a Named Resource
in New User Experience: Resource Allocations and Staffing for details.
You cannot modify an allocation after it is hard booked.
Replace a Role with a Named Resource
As a project coordinator, you can fulfill a staffing request from the Investments to Resource view, provided the following conditions are met:
  • You have investment view rights combined with hard booking rights on the roles. Or, you have investment edit rights combined with soft booking rights on the roles.
  • You have booking rights on the named resources that you can select from to replace the roles.
  • The selected named resource is not already assigned to the investment.
: If you replace a role for which you have soft booking rights and the allocation booking status is hard, the role remains under the investment on the view. The target resource is added to the investment. The allocation details from the role are copied over to the target resource. However, the source role allocation remains on the investment and looks like like it is not fulfilled.
The allocation booking status for a role can get set to hard in the following cases:
  • The allocation booking status is updated from Soft to Hard in Classic
    CA PPM
    .
  • The Booking Status Attribute on the Team object is set to Hard as a default in
    CA PPM
    Studio.
Follow these steps:
  1. On the Investments to Resources view, expand an investment to see allocated resources or roles.
  2. Click a requested role name to display the request details.
  3. Edit any details as required such as the forecast rate or the requested role. The following fields require an explanation:
    • Allocation Dates
      Defines the allocation start and finish dates for the investment. You can extend the allocation dates beyond the scheduled investment dates provided you have edit rights to the investment. If you only have view rights to the investment, then you can update the allocation dates only within the boundaries of the scheduled investment dates.
    • Forecast Rate
      Defines the forecast rate for the requested role. Updating the forecast rate on the role for an investment updates the rate for that role for that investment only.
    • Role Request
    • Defines a free-form field that you can update to describe the request. You can differentiate multiple instances of the same role requested on a single investment. For example, add DBA three times to one investment. You can update each one to be Sr. DBA, DBA, Jr., or DBA - Intern.
    • Resource Manager
      Defines the requested resource manager name. To reassign this staffing request, search for and select a different resource manager.
    • Allocate To
      Defines the named resource that is allocated to the investment to replace the requested role. You can select from a list of resources for who you have soft or hard booking rights.
  4. Click the drop-down list next to the requested role and select a named resource to replace the role. Resources that have a matching primary role are prefiltered to appear at the top of the list.
  5. Click Replace Allocation to confirm the selected resource as the role replacement.
Remove an Allocation from an Investment
With the appropriate booking rights combined with investment rights, you can remove a resource or role allocation under the following conditions:
  • No actual time has been posted on the investment.
  • An internal or external scheduler (for example, Auto-scheduler or Microsoft Project) has not locked the investment.
To remove an allocation, expand the associated investment and click the X next to the allocation item.
Edit an Investment Allocation
With the appropriate booking rights combined with investment rights, you can edit the FTE amount or hours for a resource or role allocation. Editing is unavailable if an internal or external scheduler has locked the investment.
Pin Investments for Focused Staffing
On the Investments to Resources view, you can pin investments to balance the work between two or more allocations at a time. You can continue to filter and search for other investments without affecting the pinned investments. The pinned investments remain and you can come back to them even after navigating away to other resource pages.
To pin an investment, click the push-pin icon next to an investment name on the All tab. Click the Pinned tab to view your pinned investments. To remove an investment from the Pinned tab, click the push-pin icon again.
: When you are in the Pinned view, only the filtering options that apply to the children rows are available. Filtering by Investment Manager or Investment is not available. Your filters are auto-saved and persisted across all login sessions until you change them again.
View Investment General Properties
From the Investments to Resources view, you can see the general properties of an investment such as investment manager, scheduled dates, and time entry option. Click the investment name to display the details. Only the investment manager can edit the properties in the investment details using Projects.
Edit Role Request Properties
With the appropriate booking rights combined with investment rights, you can edit certain role request properties from the Investments to Resources view. For example, enter or change the requested resource manager name so that a role request can be directed to that manager. Alternately, enter or change the allocation dates or forecast rate. With investment edit rights, you can change the allocation dates to extend beyond the scheduled investment dates
.
Follow these steps:
  1. On the Investments to Resources view, expand an investment to see a list of resources and roles allocated to the team.
  2. Click a role name to view or update the request details.
  3. Click Conversations to view, add, or respond to comments on the requested role. See New User Experience: Start Conversations and Post Comments for details.
Edit Resource Request Properties
With the appropriate booking rights combined with investment rights, you can edit certain team staff properties from the Investments to Resources view. For example, enter or change the allocation dates, forecast rate, booking status, or time entry option. With investment edit rights, you can change the allocation dates to extend beyond the scheduled investment dates
.
Follow these steps:
  1. On the Investments to Resources view, expand an investment to see a list of resources and roles allocated to the team.
  2. Click a requested resource name to view or update the details.
  3. Click Conversations to view, add, or respond to comments for the requested resource. See New User Experience: Start Conversations and Post Comments for details.
Filter the Investments to Resources View
As a default, all active investments for which you have view or edit rights appear in the view. Filter the view by resources, investments, or investment managers to make specific allocation requests. The allocation data reflects the aggregated team totals with over allocation indicators for the new set of filtered resources. We recommend that you filter the view on initial login. The changes are auto-saved and persist across all login sessions until you change them again.
: The filter fields use an implicit wildcard search for locating a value. You can type in a partial name or partial ID value to locate the desired lookup value.
  • Investment Manager
    . Select an investment manager to see all resource and role allocations on investments for the investment manager.
  • Investment
    . Select an investment to see all resources and roles allocated to the investment.
  • Resource Manager
    . Select a resource manager to see all investments with assigned resources and roles that report to the selected resource manager.
  • Resource
    . Select a resource or role to view all investments where the resource or role is allocated.
  • Investment Active Status
    . Select an activity status for investments to see all resource and role allocations for the selected investment status (for example, all allocations for all Inactive investments). By default, only active investments appear in the view. To view inactive investments, use this filter option.
  • Resource Active Status
    . Select an activity status for resources and roles to see all investment allocations for the resources and roles with the selected activity status. For example, see all allocations for all Inactive resources and roles. By default, only active resources and roles appear in the view. To view inactive resources and roles that are allocated to investments, use this filter option.