Staffing Roles with Resources

Once you have found a suitable resource for your project and the resource has agreed to participate in the project, you can staff the role with the resource.

To allow you more flexibility in the assignment, you can staff roles with resources at various places in the application.

Prerequisites

You are on one of the following tabs of the Details subview of the Resources view:

Staffing, in the Role Staffing group box
Staffing, in the Candidates group box
In the Search Result in the Resource Search

Procedure

Staffing a role with a resource on the 'Staffing' tab

In the role overview in the screen area on the left, select the role that you want to staff with a resource.
Enter the name or number of the business partner in the Resource field. If the name or number is unique, the role is staffed straight away. If this is not the case, the resource search opens and the system displays the possible resources in the search result.
Select the relevant row in the search result.
Choose Staff.
Save your entries.

Note Note

If a row is selected in the table, the system replaces the existing resource with the resource you entered.

End of the note.

Staffing a role with a resource on the 'Candidates' tab

In the role overview in the screen area on the left, select the role that you want to staff with a resource.
Select the candidate you require.
Choose Staff.
Save your entries.

Note Note

If a row is selected in the table, the system replaces the existing resource with the resource you entered.

End of the note.

Assigning a resource from the search result of the resource search

In the search result list, select the required resource.
Choose Staff Role.
Save your entries.

Result

The role is staffed with the resource. In the Details subview of the Resources view, the resources are displayed in the role overview in the screen area on the left, in parentheses after the role that they are staffing.