Legacy UI

Only when you set the ENABLE_STAFFING_PROFILE_LEGACY_VIEW parameter to true, the Legacy UI of staffing profile page is available for use.

Figure 4-4. Legacy UI of staffing profile page

The following table describes the configuration options and components of the Legacy UI of a staffing profile:

Table 4-5. Staffing profile configuration options and components

Item Name

Description

Staffing Profile Header Information

This staffing profile is for __

Displays what the staffing profile is associated with (Asset, Org Unit, Proposal,Freestanding, or Project) and its name.

Done Return to the page from which you come to the Staffing Profile page.
New UI Switch to the New UI.
More > Change Header Change the information displayed in the header of the staffing profile. See step 3 for a description of the fields.

More > Configure Access

Allow you to configure access to the staffing profile. See Using Configure Access Page.

More > Configure Notifications

Select the type of notification a staffing profile manager receives. See Modifying Staffing Profile Notifications.

More > Delete Staffing Profile Remove this staffing profile. You must have the Delete Staffing Profile access grant to delete a staffing profile. You must have the Delete Staffing Profile with Actuals access grant to delete a staffing profile that contains actuals. See Staffing Profile Security for more information about staffing profile access grants.
More > Staffing Profile Audit Trail

View the audit trail of the staffing profile. Staffing Profile Audit Trail tracks the changes when you:

  • Create the staffing profile.
  • Change the status of the staffing profile.
  • Edit forecast demand in the position dialog of the Staffing Profile page, or on the Forecast Planning page.
  • Delete positions in the position dialog of the Staffing Profile page, or on the Forecast Planning page.
  • Add positions on the Staffing Profile or Forecast Planning page.
  • Import positions on the Staffing Profile page.
More > Export Staffing Profile

Export the staffing profile page data (including data attributes) to a Microsoft Excel file.

Tip: Tip: Exporting data to a Microsoft Excel file (not an HTML page) enables you to process your data by using more Excel functions, such as format and calculation.
Statistics

Status

The status of the staffing profile.

Description

A description of the staffing profile.

Created On

The date the staffing profile was created.

Created By

The user who created the staffing profile.

Work Load Category

The category of work being tracked by the staffing profile.

Region

The geographic region in which the staffing profile is used; determines holiday schedule.

Profile Start

The starting date for the staffing profile.

Profile Finish

The ending date for the staffing profile.

Default Resource Pool

When adding a line to the staffing profile, the Resource Pool field will be automatically defaulted with this value.

Allocation Detail

Enter Allocation In

Allows you to choose the time period breakdown for the staffing profile.

Possible values: Weeks, Months, Quarters, Years

Note: If you view the data on the right side of the table without dragging the scroll bar, the first column displays data of three periods (weeks, months, quarters, years) earlier than current period.

For example, if the current date is March 13, 2014, and you select Weeks in this field, the first column displays data of the week starting with February 23.

To view more data, drag the horizontal scroll bar at the bottom of the table, and the data in other weeks are loaded and displayed.

FTE/Hours/Person Days

Allows you to choose between specifying allocations in Full Time Equivalents (FTE), hours, or person days.

Allows you to choose to display 5, 10, 25, 50, or 100 positions per page, or to display all positions on the current page.
Allows you to go to the first page.
Allows you to go to the previous page.
Page <Number 1> of <Number 2>

<Number 1> represents the current page number. <Number 2> represents the total page number.

Allows you to provide a valid page number in <Number 1> to go to that specific page.

Allows you to go to the next page.
Allows you to go to the last page.

Add a Position

Opens a window allowing you to add a line to the staffing profile. See Adding Positions in the Legacy UI.

Send Resource Requests

Requests for resources appear in the resource request queue of the resource pool. Resource managers can then make assignments to the staffing profile. See Sending Resource Requests from a Staffing Profile.

Import Positions

Copies the positions from the staffing profile selected using the auto-complete. See the Position field below for a description of positions. See Importing Positions into a Staffing Profile.

Compare to Work Plan

Opens the Compare to Work Plan for Project page, which compares staffing profile allocations to work plan assignments. This is only available for staffing profiles that are attached to projects. See Comparing a Project's Assignments to its Staffing Profile.

Expand All Expands detailed assignments of all the positions on the current page.
Collapse All Collapses detailed assignments of all the positions on the current page.

Position

The position defines the needed role, skills, and additional resource attributes, along with the forecasted resource FTEs and any named assignments made.

You can filter positions by position filters (position/resource, status, and resource pool). For detailed information, see Filtering Positions on Staffing Profile page.

Status

The status of the position's assignment.

Resource Pool

The resource pool the position draws from. This is determined by the last action taken on the position.

Start Date The starting date of the position.
Finish Date The ending date of the position.

[period totals]

The total hours for each position being projected in the staffing profile.

If FTE unit is used, the field appears as Average FTE. If Person Days unit is used, the field appears as Total Days. If Hours unit is used, the field appears as Total Hours.

Forecast Total (number_of_positions)1

The total value of the forecast for all the positions in the staffing profile.

Clicking this displays Assignments Total and Unmet Demand Total. Forecast Total is the sum of Assignments Total and Unmet Demand Total.

Assignments Total 1 The total value of the assignments for all the positions in the staffing profile.
Unmet Demand Total 1 The total value of the unmet demands (or over-allocations) for all the positions in the staffing profile.

Check all

Select this checkbox to select all unmet demand. Unselect this checkbox to unselect all unmet demand.

Assign

Assign one or more resources to the selected unmet demand. See Making Assignments for more information.

Resource Finder

Use the Resource Finder to search for a resource. See Making Assignments for more information.

Reject

Reject a request for the selected unmet demand. See Rejecting and Forwarding Demand for more information.

Forward

Forward a request to another resource pool. See Rejecting and Forwarding Demand for more information.

Promise

Allocate a promised resource. See Assigning Promised Allocations and Promised Allocations for more information.

Refresh2

Clicking Refresh at the bottom of the Staffing Profile page updates the data in the staffing profile table. The data in the header section remain unchanged.

Notes

Add Notes

Allows you to add any notes on the staffing profile itself.

  1. The total values are calculated based on the following criteria:

    • They are totals for all the positions in the staffing profile, instead of totals for positions just on the current page.
    • The values are recalculated when you filter the positions by other criteria.
    • Forecast Total is recalculated when there is any forecast change to positions.

  2. The refresh feature also works when you:

    • Add a new position or edit an existing position.

      In this case, only the position you added or edited is updated.

    • Assign resources to a position.

      In this case, only the relevant attributes of the position are updated.