Staffing 
Use
You use this Web application as an overview and entry screen for project and role staffing and resource allocation across multiple roles, projects, and resources. All project and roles that have resources of a certain resource pool assigned are displayed. On expanding a project, the roles listed for the project are displayed.
The resource or staffing manager has the option to either maintain allocation per resource in the individual periods of the fast entry dashboard or to maintain this data across a certain data range using the Advanced Distribution functionality.
You navigate to this view, by choosing Resource Management. Then click Staffing in the navigation panel.
Prerequisites
The resource manager or staffing manager role is assigned to your user.
Features
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1. You must specify the parameters for the display of Demand and Allocation by Project and Role as follows:
Field |
Explanation |
Start Date |
Specify the date from which the role/demand allocation should be displayed. |
End Date |
Specify the date up to which the role/demand allocation should be displayed. |
Allocation Unit |
Select the time unit from the drop down list, in which the allocation for each role shall be made. |
Period Breakdown |
Select the period from the drop down list, in which to display the allocation units in the table below. |
2. Click Apply to display roles segregated as per the above parameters.
The table displays the following:
Field |
Explanation |
Projects |
Lists the projects for the staffing manager. Click the name to navigate to the project in cProjects. Every project has a popup icon beside its name. Click the icon to display the popup. The popup gives the allocation and breakdown units for the project, for which project-role-resource combination will give editable fields. Click the triangular icon before the project to expand it. This will list the roles for that project. Every role has a popup icon besides its name. Click the icon to display the popup. This popup gives the information whether the role is distributed or not. Click the triangular icon before the role to expand it. This will list the following: ... · Demand · Remaining Demand · Total Allocation per Assigned Role. · Resources If you unassign a hardbooked role, a confirmation dialogue box opens. If you click Yes, the system unassigns the resource from the role. You can unassign or hardbook a softbooked resource. If you choose Unassign or Hardbook, a confirmation dialogue box opens. If you click Yes the resource will be unassigned/hardbooked for the role. You can confirm or unassign a candidate role. If you choose Confirm and Unassign, a confirmation box opens up. If you click Yes the resource will be booked as resource/unassigned for the role. |
Periods |
Displays the periods for which the allocation can be made. The duration of the periods is as per the period breakdown specified above. A maximum of 8 periods is shown as default. Use Show Periods to display all periods. |
Total for Timeline |
Displays the total of the allocation made for the project, role and resource. |
Filter Projects |
Click Filter Projects and filter the list accordingly. |
Undo Filter |
Click Undo Filter to display all roles. |
Show Periods |
Click here to see all periods for the duration specified. Click again to toggle back to a maximum of eight periods. |
Advanced Distribution for Selected Resource(s) |
Click to edit the resource allocation across multiple periods. |
Summary Line |
The summary line shows the traffic lights or figures overall for all the projects displayed. You can expand the summary line to show Demand, Remaining Demand and Total Allocation. |
Assign As Candidate/Resource |
Every role has an icon to the right of its name. If you click the icon, a dialog box opens with the following options: ● Add Resource In the dialog box, you see the role details with the list of unassigned resources displayed. You can select one or more resources and add them to Selected Resources table. Once added, you can modify the start/end dates and booking type. If you click Assign, the resources are added to the role as resource. ● Add Candidate In the dialog box, you see the role details with the list of unassigned resources displayed. You can select one or more resources and add them to Selected Resources table. If you click Assign, the resources are added to the role as candidate. |
Save your changes.