Adding Positions

Adding Positions in the New UI

To add a position in the New UI of staffing profile page, you can:

  • Add a new position, or
  • Add a position by copying an existing position from the current staffing profile

Add a new position

  1. Click the Add Position icon .

    A table entry is added on the top of the table.

  2. Specify the fields described as follows:

    Field
    (* Required)
    Description
    Position

    The name of the position.

    If you specify a role for the position in the Role field, the Position field is pre-populated with the role name, otherwise, the Position field is empty.

    Role * The role needed to fill the position. Click the Role icon to specify a role.
    Resource Pool The resource pool from which to assign the role. Click the auto-complete list to specify a resource pool.

    Note: You can inline edit staffing profile position user data when they are visible and editable and when you have the access to edit positions. The user data fields of the following component types support inline editing:

    • Text
    • Date
    • Drop-down list
    • Auto-complete list

    If a required user data field does not support inline editing, you may have to edit it in the position dialog box.

  3. Create the forecast demand of the position.

    For details of creating position's forecast demand, see Configuring Gantt Chart on Staffing Profile Page.

  4. In the right-corner of the position list, click and the position is added.
  5. (Optionally) To add other information of the position, you need to open the position dialog box by clicking the position name. See step 2 through step 4 for the detailed instructions.

Add a position by cloning

  1. Select the checkbox before the position you want to copy.
  2. Above the allocation table, click .

    The cloned position is added to the top of the allocation table.

  3. Select the cloned position to edit its Position, Role, and Resource Pool fields or its planned assignments.

    To adjust the position's forecast demand, see Configuring Gantt Chart on Staffing Profile Page.

  4. Click to save all the changes.

Adding Positions in the Legacy UI

  1. Click Add A Position.

  2. Specify a Role Required and Position Label for the staffing profile line (required). Provide data for any optional fields such as the assignments needed for each time period.

    Field

    Description

    Role Required

    The role needed to fill the position.

    Position Label

    The name of the position.

    Resource Type

    The kind of resource needed.

    Resource Pool

    The resource pool from which to assign the role. Click Search to find a resource pool.

    Note: When you click Search on the right of the Resource Pool field in the Add Position dialog box to search resource pools, the search result will list all the resource pools that fit the search criteria, regardless of whether you have the view access grant to all of them.

    Specific Resources Requested

    The name of a specific resource to fill the position. The resource request will include the name of the specified resource. However, the resource pool manager may choose to allocate other resources.

    When you choose a specific resource requested, the cost category and resource type are now updated to match the requested resource.

    Response Needed By

    The date when the position should be filled.

    Assignments Needed

    The amount of FTEs or hours needed to fill the position. To save time, you can highlight a cell by clicking it and then using Shift + click to fill a range of other cells in the same row with the value it contains.

    Comments

    Any notes you want to include about the position.

  3. Optionally, you can assign skills to the position. To assign skills to a position, follow these steps:

    1. Click the Skill tab, and then click Add a Skill.

      A skill line pops up for you to select the Skill field, and specify the Aptitude field.

      The Aptitude field specifies the minimum skill proficiency that the resource must meet.

    2. Select the skill in the auto-complete list, and then specify the aptitude in the drop-down list.

      After you select the skill, the category of the skill will be displayed in the Category field if it is specified.

      You can click the icon to remove a previously-added skill.

      Figure 4-5 Skills tab of a position profile

  4. Optionally, under the Advanced tab, set the cost category and expense type for the position.

    The cost category is used to categorize costs of unmet demand. When the project associated with the staffing profile is set to calculate the forecasted labor costs from the staffing profile, the Cost Category field is required.

    The expense type is used to categorize capital and operating expenses. Only when SOP 98-1 tracking is enabled on the parent entity of the staffing profile, you can edit the expense type.

    Note: You can configure the parameter DEFAULT_EXPENSE_TYPE_FOR_POSITIONS in the server.conf file or Administration Console to decide the default value of the expense type. For more information about this parameter, see the Installation and Administration Guide.

    For information about financial summary settings and SOP 98-1 tracking, see the Financial Management User’s Guide .

  5. Click Add.

    The Staffing Profile page reloads with the staffing profile line added.

  6. Repeat as necessary.

    You can add more than one line to the staffing profile at a time without returning to the Staffing Profile page by clicking Add Another once you have filled in the values for one line.