Custom Investments: Staff an Investment

ccppmop1591
HID_cust_staff
As a project manager or a resource manager, you can use the Staff grid to allocate resources and roles to your custom investment items to see their total availability. When you consider staffing a new custom investment, the four key factors you need to consider are:
  • Availability: The amount of time a resource is available for work.
  • Allocation: The percentage of time a resource is assigned to an investment.
  • Assignments: The various tasks a resource is assigned to within an investment.
  • Actuals: The hours entered by a resource in a timesheet against a specific task or set of tasks.
Some key points you need to remember while using the STAFF module are:
  • Saved views in the STAFF module, including detail configuration, are shared across different objects.
  • Clarity
    retains user settings for FTE or Hours regardless of the view.
  • The Start and End period for a saved view in the STAFF module is retained across objects.
  • Saved views created in the STAFF module of the Project object in older releases of
    Clarity
    will be available in custom investment STAFF module after upgrading to 15.7.1.
image2019-4-26_15-41-9.png
Example: Derek is a resource manager and is staffing the newly created investment item. Let’s review a list of activities Derek can perform to staff the investment item successfully.
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Overview of the Staff Grid
You can use the Staff Grid to identify and add people, roles, teams, and even non-labor resources by name or ID. The Staff Grid has the following fields in the default view:
  • Role
    : Defines the role of the staff member that is requested for the investment item.
  • Booking Status
    : Defines whether the staff member is tentatively scheduled (soft) or committed (hard) to work on the investment item.
  • Open for Time Entry
    : Indicates if the staff member can enter time on their timesheets for the investment item. If you clear the checkbox a staff member cannot log time for a specific investment item.
  • Start
    : Defines the start date for the allocation for the staff member.
  • Finish
    : Defines the finish date for the allocation for the staff member.
  • Allocation
    : Defines the total availability (planned or committed) of the staff member to the investment item.
  • Actuals
    : Defines the actuals posted by the staff member against the investment item.
  • ETC
    : Defines the total assignment of the staff member to the investment item tasks.
  • Default Allocation
    : Defines the default allocation as 100%. You can edit the default allocation percentage.
You can use the column panel to search and add relevant fields to the grid. For example, Derek can use the column panel to add the Totals column to the grid.
Whenever you edit a task to add/remove resources or change the ETC, the changes are reflected in the Staff grid.
Set Units of Measure
Example: Derek wants to view the
Clarity
to display hours instead of full-time equivalent (FTE). Let’s review how he can do that.
Units.jpg
You can configure
Clarity
to display hours or days instead of full-time equivalent (FTE).  FTE is a method for normalizing data for full and part-time resources and is calculated based on the standard calendar. You can learn more about FTE by reading this knowledge base article.
Follow these steps
:
  1. Click the drop-down menu next to your avatar and username at the top right.
  2. Select
    SETTINGS
    .
  3. Click
    GENERAL
    .
  4. In the Unit of Measure field, select
    FTE
    ,
    Days
    or
    Hours
    .
  5. Click
    X
    Close.
View Weekly, Monthly, Quarterly, or Yearly Resource Allocations
You can adjust your view of the Staff grid to show fiscal or calendar per-period metrics (also known as time-scaled values, or TSVs). 
Follow these steps
:
  1. Open the investment item.
  2. Click
    STAFF
    .
  3. Click
    View Options
    .
  4. Set the PER-PERIOD METRICS field to a time-scaled series of time-sliced data for allocations. You can select from the following fields:
    • Actuals: Displays the Per-Period - Actual Units aggregated from assignments for the team member.
    • ETC: Displays the Per-Period - Estimate Units aggregated from assignments for the team member.
    • Total Usage: Displays the per-period TSV Total Usage, which is calculated by combining the ETC and Actuals (ETC+Actuals)
    • Remaining Allocation: Displays the per-period TSV Remaining Allocation Units, which is calculated by subtracting Total Usage from Allocation for this investment (Allocation - Total Usage)
    • Remaining Availablity: Displays the per-period TSV Remaining Availability, which is calculated by subtracting the resources aggerated allocations across investments from the resource availability. A negative value indicates that the resource is over-allocated.
    • Allocation: Displays the per-period TSV for Planned or Soft allocation
    • Hard Allocation: Displays the per-period TSV for Hard allocation
  5. In the PERIODS field, select a unit of time (weeks, months, quarters, years).
    Units.jpg
  6. Define the START PERIOD and END PERIOD. The application adjusts the time periods based on the value that you selected for periods.
  7. 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.
image2019-4-26_15-41-9.png
Example
: Derek can use the View Options button to configure the Staff grid to show allocations for all the months ranging from the investment item start to the investment item end period. This will allow him to understand and plan the allocation of his resources every month. The current view will enable him to understand that an architect is needed for 100 hours on the investment item but since the role is 100% allocated to the investment item, he has 216 hours of availability. Derek realizes that he needs the architect to be allocated at 45% availability to the investment item. He can confirm this with the project manager and then request or search for resources appropriately.
You can create multiple views to plan for different staffing scenarios in your organization.
  • Plan a view for the Allocation scenario by adding Allocation, Remaining Allocation, and Remaining Availability attributes to the grid. If you use Mixed Bookings, include Hard Allocation
  • Plan a view to display the total usage of resources by adding Actuals, ETC, and Total Usage to the grid.
  • Use the ‘Totals’ field in combination with their corresponding per-period metrics to ensure data is displayed properly. Remember that if the ‘Totals’ fields is selected without including their corresponding per-period metrics, the grid will not display expected values.
Working with Hard and Soft Allocations (Mixed Booking Not Enabled in
Classic PPM
)
You can use the Booking Status column in the Staff grid to decide if a resource is tentatively scheduled to work on the investment item (Soft) or committed to the investment item (hard). 
Example: Derek wants to have a chat with the project manager assigned to the investment and confirm the roles for his investment item. He can change the Booking Status of the relevant roles to Hard to confirm their commitment to the investment item. 
When your booking status is Soft, you can adjust the allocations for a resource per time-period selected in the View Bookings.  When you change the booking status of a resource to Hard, the ETC is copied to the Hard Allocation column. Any change made to the allocation column will be reflected in the Hard Allocations column. You cannot edit the Hard Allocations column directly since Mixed Bookings is not allowed.
Add One or More Roles to the Staff Grid
Example: Derek had a chat with the project manager for the investment item and they decide that they need two senior developers, one associate developer, and one principal developer for the investment item. Derek needs to ensure this requirement is captured in the Staff grid. Let’s see how he does that. 
You can start by adding the Requirement Name field to the Staff Grid. You can then add multiple instances of the same role to an investment item. You can then modify the names of the roles to distinguish them such as Associate Developer, Senior Developer, and Principal Developer in the Requirement Name field. The new role names that you assign on the Staff tab also appear in the pages under the Staffing main menu. 
image2019-4-26_15-41-9.png
Follow these steps
:
  1. In the main menu, click
    Investments
    .
  2. Click the relevant investment item and click
    Staff
  3. Apply one or more filters to constrain the volume of staff members in a large list.
  4. Use the column panel to identify and add the Requirements Name attribute to the grid.
  5. Click
    Add Row
    . This button appears only for users who have the proper booking rights.
  6. 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.
  7. After you add a role, update the Requirement Name column to reflect your requirement accurately.
Identify and Add Resources
Project managers and Resource Managers typically use the Staffing page to identify resources for various investment items. A sample workflow followed by them is given below:
  1. They use the Investments to Resources view to review the roles that are associated with an investment item. They can also use the Requests section of the Staffing page to review requests by role.
    Units.jpg
  2. They use the Resources to Investments view to review the current resource allocation and identify potential resources.
    Units.jpg
  3. They can then allocate resource by any of the following methods:
    1. Replace a role with a resource directly from the Investments-to-Resources view by expanding an investment, selecting a role, and using the Detail panel.
    2. Replace a role with a resource directly from Requests by selecting a request and using the Detail panel.
    3. Replace a role with a resource directly in the project by using the Staff grid.  You can also use the Conversations page within a project to add a resource to a project.
To learn more about using the Staffing page, review
Clarity
: Request Resources and Roles to Staff Investments.
Replace Staff Members In an Investment Item
You can also use the Staff Grid to replaces roles and resources in investment items. 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 an investment item and click
    Staff
    .
  2. In the Resource field, double-click the resource, role, or team that you want to replace.
  3. 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
Replace a Role with Another Staff Member
Example: Derek wants to replace the project management role in this investment item with a project management resource.  With the investment 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 investment item if its booking status is hard. The user with hard booking rights to the role can remove the role.
  • The 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 investment.
Replace a Resource with Another Staff Member
Example
: Derek wants to replace Jason a developer on his investment item with Sean since Jason has been transferred to another investment.  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 investment item. You can add the same role multiple times to an investment item. Hence, you can select a target role that is already on the investment item to replace an existing resource. You require edit access to the investment item 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 investment item, 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 investment item 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 investment item 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.
The same rules apply when you replace a team with a staff member.
Add Staff Members to an Investment Item
You can add resources, roles, or teams to a project from the Staff module using one of the two options:
  • Using the Add Row button to add the resource, role, or team.
  • Using the Add Staff button to add resources, roles, and teams to an investment in Clarity.
Use the Add Row button
You can use the Add Row button to add the resource, role, or team to an investment item. You can use this option if you want to add individual resources to the project.
Follow these steps:
  1. Open an investment item and click
    Staff
    .
  2. In the
    Staff
    field, double-click the resource, role, or team that you want to replace.
  3. 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
Use the Add Staff button
You can use the new Add Staff button to add resources, roles, and teams to an investment item in Clarity. After you click the Add Staff button, you can choose if you want to add resources, roles, or teams. If you choose resources, Clarity will load a list of all the resources available to you in a generic multi-select grid. You can use the search and filter options to quickly identify the relevant resources and add them to the investment item.
Follow these steps:
  1. Open an investment item and click
    Staff
    .
  2. Click Add Staff and select one of the following options:
    • Resources
    • Roles
    • Teams
  3. Based on your selection, Resources, Roles, or Teams are displayed in the Clarity common grid.
  4. Use the filter and search option to identify resources, roles, or teams that need to be added to the investment item.
  5. Click
    Add
    to add the resources, roles, or teams to the investment item.
Remove Staff Members from an Investment Item
You can use the Staff grid to remove a resource from an investment item. You require the following rights along with resource or role hard or soft booking rights to remove staff members from the grid.
  • <Custom Investment> - Edit All (Global)
  • <Custom Investment> - Edit (Instance or OBS)
You can always remove any roles from the investment item staff grid. You can remove resources from the 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 staff.
Follow these steps:
  1. Open an investment item 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.
  4. Removing a staff member from an investment item does not delete the resource or role from the system. 
Analyze, Edit, Filter, and Export Staffing Information
The Staff grid uses the dynamic new grid, which provides you a host of capabilities. In addition to its familiar spreadsheet-inspired arrangement of rows, columns, and cells, you can:
  • Add a row item. Right-click in a grid to use the context menu to add or delete rows
  • Copy and paste cell values
  • Pin, resize, reorder, and reset columns to personalize each grid
  • Sort by a column in ascending order, and toggle the sort order with a single click in descending order
To learn more about the capabilities of the common grid, review Getting Started with
Clarity
.
Analyze and Edit Information by Using the Group By Feature
You can use the Group By option to arrange the data in the grid into relevant groups based on your choice. You can then expand various groups, analyze data, and edit data.
Example
: Derek can group the resources on the grid by role to review the different roles allocated to the investment item. He can also select the total allocation cells associated with the different roles to view the average and sum in the Grid Status Bar in the bottom right corner of the screen.
image2019-4-26_15-41-9.png
The Group By feature has been significantly enhanced in
Clarity
15.7. To learn more about the updated functionality, review Getting Started with
Clarity
.
Edit Information by Using the Details Panel
You can click any cell in the grid to open the DETAILS panel. The DETAILS Panel is available as a two-column layout enabling you to easily and quickly edit data. 
Example
: Derek can select a role and use the Conversations page in the DETAILS panel to chat about the availability of resources with the Resource Manager. Derek can also use the DETAILS page to add more attributes to the DETAILS panel.
Units.jpg
You can drag the DETAILS panel to take 75% of the screen. You can have more than one field per row in the DETAILS column and can resize fields horizontally. To learn more, review Getting Started with
Clarity
.
You can use the Filter option to quickly locate data in the Staff grid. You can also use the Export to CSV option to export data. To learn more, review Getting Started with
Clarity
.
Visualize Information by Using Charts
You can use the out-of-the-box charting experience in the common grids in
Clarity
. The charting experience is very similar to the capabilities you find in spreadsheet applications like Microsoft Excel or Google Sheets but is directly embedded within
Clarity
. Some key points to remember while using charts in the
Clarity
common grid are:
  • The string, number, percent, money, and TSV datatypes are supported. If you select cells that include other data types,
    Clarity
    does not consider them while creating a chart.
  • The ability to aggregate and group only distinct cell values in the chart is not available in this beta release.
  • Every chart consists of categories and series. All the string datatypes included in your selection are considered as categories while the number, percent, money, and TSV datatypes are considered as series.
  • When you create a chart, the category will be highlighted in green, while the columns included as series will be highlighted in blue. Columns that are not considered in the chart will not be highlighted.
  • You can only select cells that are on your current page if you have multiple pages in the common grid. The grid displays 100 rows on one page.
To learn more, review Getting Started with
Clarity
.
Leverage Mixed Bookings in the Staff Grid
Consider a scenario where you want to implement agile planning where project and resource managers collaborate to make allocation and staffing decisions in
Classic PPM
. In such scenarios, resources are not booked for multi-year investment items because the management team does not want to commit resources for the entire duration of the investment item. Hence, resource and project managers are required to constantly collaborate and plan allocations for their teams. The typical booking process followed in such scenarios is given below:
  • Project Managers (PM) input soft-booked allocations for all the resources required for a given investment item and its duration.
  • Project managers capture soft allocations.
  • Resource managers collaborate with project managers to gain alignment and then convert soft allocations to hard allocations.
The collaboration between project and resource managers is a continuous activity typically occurs on a quarterly cadence which results in the following views for a given investment item.
When you allow mixed bookings in
Clarity
, a user with 'Project - Manager (Auto)' rights can modify allocation data for resources in the Team Detail page. When you update the settings to prohibit mixed bookings, a user with 'Project - Manager (Auto)' rights will not be able to modify resource allocation data. This behavior is permitted because the Allow Mixed Booking option in
Clarity
enables you to have different values for planned allocation and hard allocation on a team record. Project Managers can adjust the planned allocation based on requirements but cannot update the hard allocation field without the necessary booking rights. Resource Managers or users with relevant rights can update the hard allocation field after negotiations with the project manager. The Accept Hard Allocation and Commit Planned Allocation actions in
Clarity
, enable resource managers to synchronize the planned and hard allocation curves.
Typical Booking Process
Project Managers (PM) input soft-booked allocations for all the resources required for a given investment item and its duration. Project Managers are capturing ‘planned’ allocations. Resource managers have a ‘conversation’ with the PM to gain alignment and then convert planned (soft) allocations to committed (hard) allocations. The conversation typically occurs on a quarterly cadence which results in a mixed booking.  A team member is mixed-booked when the planned allocation and hard allocation are not equal.
Enable Mixed Booking in
Classic PPM
If you want to enable mixed booking in
Classic PPM
, you can request your administrator to enable this feature in
Classic PPM
.  Follow these steps:
  1. Open the Administration menu and under Project Management select
    Settings
    .
  2. Select the
    Allow Mixed Booking
    checkbox and click
    Save
    .
Configure the Staff Grid for Mixed Bookings
After you have enabled mixed bookings in
Classic PPM
, ensure you perform the following activities on the Staff grid to successfully use mixed bookings.
  • Use the Column Panel to add Totals (Allocations, Hard Allocations) and Hard Allocations attributes to the Staff grid.
  • Use View Options to select
    Allocations
    and
    Hard Allocations
    in the PER-PERIOD METRICS drop-down list.
Editing Allocations When Mixed Booking is Enabled
You can now enter both Allocations (soft) and Hard Allocations Totals or Per-Period Metrics. If you enter totals, the value is distributed evenly in the per-period metrics. The booking status is automatically set to Mixed when the 'Allocations' data and 'Hard Allocations' data do not match.  Let’s review some of the rules for Mixed, Hard, and Soft booking statuses when mixed booking is enabled in
Clarity
.
  • You cannot directly change the booking status to Mixed. It is automatically set when the Allocations data does not match the Hard Allocations data.
  • You can directly change the booking status from Mixed to Hard or from Mixed to Soft.
  • If current booking status is Mixed and you update Allocations or Hard Allocations the status will remain Mixed unless:
    • Allocations now match Hard Allocations
    • Hard Allocations are completely removed
  • If you manually remove all hard allocations, booking status is automatically updated to soft. 
When mixed bookings is enabled, the Staffing page is available in read-only mode. Hence, you need to perform staffing activities in individual investment items.
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.
Allocation Values
The following image demonstrates how investment staff allocation totals can vary in different columns. While this image uses the project staffing page as an example, the same logic is applicable when you use the Staffing grid in Custom Investment items.
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 use the start date of the start period and the last date of the end period selected. The calculation is derived in 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.
FTE1.png
  • Allocation (expressed in FTE or hours) = allocation worktime ÷ total work time
  • Allocation is defined as the amount of time 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 work time 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 workweek is allocation worktime (144,000) ÷ total worktime (144,000) = 1 FTE.
Clarity
calculates a total allocation value for a given resource that represents how many seconds they are allocated to the investment item relative to the total possible work time 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 work time in the per-period columns represents the sum of the allocations, not across the investment item, 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 work time 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.
FTE2.png
The following image shows how the user selects the six (6) monthly time periods in
View Options
:
FTE3.png
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.
Business Rules for Non-Labor Resources
  • If a non-labor resource has zero availability, then when the resource or role is added to an investment team, there will be zero allocations and zero ETC.
  • Expense Resources and Roles will always have zero availability. 
  • It is not possible to configure an Expense resource or role with availability. 
  • You do not use Expenses for tracking work effort or hours.
  • However, Equipment and Material and Labor Resources all can have zero or non-zero availability.  These types of resources can be scheduled within the investment for performing work or in the case of Equipment or Materials, can be scheduled for hours of usage.
Business Rules for Labor Resources
  • Labor resources must have availability greater than zero.
  • For zero demand, when adding labor resources to investment teams, set the allocation percentage to zero and task assignments will then not have any ETC amounts.
  • If you don't want a specific labor resource to show up with any capacity, you can create a non-standard calendar with all non-working days.
  • The allocation and ETC values are also impacted by the resource's availability within their associated calendar. Therefore, even if the resource has a non-zero availability setting, and when the resource is added to the team or a task, the actual amount of allocation or ETC that is computed is dependent on the resource's calendar availability and the resource's hire and termination dates.
Business Rules While Using the Staff Grid
Observe the following business rules when staffing investment items in
Clarity
:
  • You can add labor and non-labor roles
    by
    using the Staff grid in the investment item.
  • You can perform role replacements using the Staffing functionality, the Staff grid, or the Assignments grid for investment items.
  • 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 an investment item in
    Clarity
    :
    • Booking Status
    • Request Status
  • Requisitions are not supported in
    Clarity
Access Rights for Using the Staff Grid -
The following business logic determines how the application adds resources and roles as staff members:
  • The combination of investment and booking access rights of the project manager.
  • The default Booking Status setting for the Team sub object in
    Classic 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
  • <Custom Investment> - edit
  • Resource - hard booking
  • A staff member is added
  • Booking Status is set to Soft
  • A staff member is added
  • Booking Status is set to Hard
  • <Custom Investment> - edit
  • Resource - soft booking
  • A staff member is added
  • Booking Status is set to Soft
  • Cannot add a staff member
  • ,<Custom Investment> - view
  • Resource - hard booking
  • A staff member is added
  • Booking Status is set to Soft
  • A staff member is added
  • Booking Status is set to Hard
  • <Custom Investment> - view
  • Resource - soft booking
  • Cannot add a staff member
  • Cannot add a staff member
Investment Item Edit and Hard Booking Rights
Depending on the staff member booking status, you can edit the following attributes with the <Custom Investment> edit access and resource or role hard booking rights.
Investment Access
Resource/Role - Hard Book
Staff Booking Status is Soft
Resource/Role - Hard Book
Staff Booking Status is Hard
<Custom Investment> - Edit
(Instance or OBS)
Edit the following attributes:
  • Staff (resource or role name)
  • Role (paired with Resource - View access on roles)
  • Booking Status
  • Open for Time Entry
  • Start/Finish (change allocation dates within the date range or extend the allocation beyond the date range)
  • Default Allocation
  • Capitalization %
  • Custom staff fields
  • Requested Manager (for roles)
Edit the following attributes:
  • Staff (resource or role name)
  • Role (paired with Resource - View access on roles)
  • Booking Status
  • Open for Time Entry
  • Start/Finish (change allocation dates within the date range or extend the allocation beyond the date range)
  • Default Allocation
  • Capitalization %
  • Custom staff fields
  • Requested Manager (for roles) 
Investment Item View and Hard Booking Rights
Depending on the staff member booking status, you can edit the following attributes with <Custom Investment> - View access and resource or role hard booking rights.
Investment Access
Resource/Role - Hard Book
Staff Booking Status is Soft
Resource/Role - Hard Book
Staff Booking Status is Hard
  • <Custom Investment> - View
    (Instance or OBS)
When paired with Resource HARD BOOKING, the user can edit most of the STAFF fields.
Edit the following attributes:
  • Staff (resource or role name)
  • Role (paired with Resource - View access on roles)
  • Booking Status
  • Open for Time Entry
  • Start/Finish (change allocation dates within the date range or extend the allocation beyond the date range)
  • Default Allocation
  • Requested Manager (for roles)
  • Custom staff fields
Edit the following attributes:
  • Staff (resource or role name)
  • Role (paired with Resource - View access on Roles)
  • Booking Status
  • Open for Time Entry
  • Start/Finish (change allocation dates within the date range or extend the allocation beyond the date range)
  • Default Allocation
  • Requested Manager (for roles)
  • Custom staff fields
Investment Item Edit and Soft Booking Rights
Depending on the staff member booking status, you can edit the following attributes with <Custom Investment> - Edit access and resource or role soft booking rights.
Investment Access
Resource/Role - Soft Book
Staff Booking Status is Soft
Resource/Role - Soft Book
Staff Booking Status is Hard
<Custom Investment> - Edit (Instance or OBS)
Edit the following attributes:
  • Staff (only role name)
  • Role (paired with Resource - View access on roles)
  • Open for Time Entry
  • Start/Finish (change allocation dates within the date range or extend the allocation beyond the date range)
  • Default allocation
  • Capitalization %
  • Requested Manager (for roles)
  • Custom staff fields
Edit the following attributes:
  • Staff (only role name)
  • Role (paired with Resource - View access on roles)
  • Open for Time Entry
  • Default allocation
  • Capitalization %
  • Requested Manager (for roles)
  • Custom staff fields
  • <Custom Investment> - View
View only
View only
Investment Item Edit and No Booking Rights
Depending on the staff member booking status, you can edit the following attributes with <Custom Investment> - Edit access and
no
resource or role booking rights.
Investment Item Access
No Booking Rights
<Custom Investment> - Edit (Instance or OBS)
Edit the following attributes:
  • Staff (role name only)
  • Role field (paired with Resource - View access on roles)
  • Open for Time Entry
  • Capitalization %
  • Requested Manager (for roles)
  • Custom Staff fields
  • <Custom Investment> - View
View only