Manage Project Teams

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You can add resources to a project by reviewing the OBS. After specifying staffing requirements for a resource or role on the project, you can create optional resource requisitions.
2
Add Resources to Projects by OBS Unit
You can add resources from a selected OBS to a project, extend or update resource allocations, start and finish dates, or remove resources as a result of your OBS selections.
  • When managing project teams and when adding a resource to a project, the default staff OBS unit for the project (if defined) is used to find and add resources to the project. 
  • The project default staff OBS Unit field appears on the scheduling properties page. You can define the resource staff OBS type using the Staff OBS Unit field on the staff member properties page.
  • The defined resource and the project OBS units can vary. If you set the project default staff OBS Unit and you add a resource to the team, the team Staff OBS Unit field shows the OBS unit for the resource.
  • If the project OBS unit is not defined, the resource OBS unit is left undefined (blank).
  • When booking a requisition, the booked resource staff OBS value is set using the same rules as 
    replace
    .
The
Add/Update by OBS
button requires that you have the
Project - Edit Management
access right to the project and soft booking access rights to at least one resource.
Follow these steps:
  1. Click
    Home
    ,
    Portfolio Management
    ,
    Projects
    .
  2. Open a project and click the
    Team
    tab.
  3. Click
    Add/Update by OBS
    .
    The investment add/update by OBS page appears.
  4. In the
    OBS Unit
    field, browse available OBS units, select one, and click
    Add
    .
  5. In the
    OBS Filter Mode
    field, set the scope of the filter to include resources in descendant or ancestor OBS units or to limit the resources to the selected OBS unit only.
  6. Complete the remaining fields on the page and click
    Apply
    .
    The Add/Update by OBS Results page appears.
  7. In the
    Show
    field, select one of the following types of resource changes:
    • Updates
      : View the resources who were updated in the project as a result of your OBS selections.
    • Additions
      : View the resources who were added to the project as a result of your OBS selections.
    • Removals
      : View the resources who were removed from the project as a result of your OBS selections.
  8. Click
    Return
    .
  9. Save your changes.
Specify Staffing Requirements
Specify staffing requirements for a resource or role that is added to the project. You can then create requisitions for the staffing requirements.
Follow these steps:
  1. Click 
    Home
    Portfolio Management
    Projects
    .
  2. Open a project and click the 
    Team
     tab.
  3. Click the
    Properties
    icon for a resource or role.
  4. Complete the fields on the page:
    • Start Date
      Defines the date for the resource to start work on the project.
    • Finish Date
      Defines the date for the resource to end work on the project.
    • Default Allocation %
      Defines the percentage of time to allocate the resource to the project (you can enter 0 percent). If you change the amount in this field, the value replaces the value in the Default % Allocation field on the staff member properties page.
    • Booking Status
      Defines the booking status for the resource.
      • 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
      Defines the requisition status for a requisition that is linked to the team record. Whenever the actual requisition status changes on the requisition properties page, this request status field is updated. The requisition status provides the project manager an indicator of the state of their requisitions. When you first create a staffing requirement, the request status is "New". If more than one requisition is attached, then this field displays the status of the open (not closed) requisition. You can use this status for manually booking a resource without using a formal requisition.
    • Investment Role
      The role of resources that are requested for the investment. For example, developer, business analyst, or architect.
    • Staff OBS Unit
      Defines the staff member OBS Unit affiliation.
      Default:
      The project Staff OBS Unit value if one is defined for the project.
    • Open for Time Entry
      Specifies if the resource can enter time against a specific project.
      Default:
      Selected
    • Resume Keywords
      Defines the keywords in the resume of the resource.
    • Planned Allocation
      Represents the duration that the resource is required on the project. The field represents the total availability of the resource for the project, as the project manager requests.
    • Hard Allocation
      Represents the total hard-booked availability of the resource to the project, as the resource manager specifies. No hard allocation value exists until the resource manager hard-books the allocations.
  5. Save your changes.