The following parameter tables are set up to help us categorize Team Member in the Resource Pool.
Project Roles
Project Roles will be attached to Team Members to define their primary role or skill. The role will be the key categorisation for capacity and demand management.
The Project Role is defined as follows:
General Tab
| Field | Comment |
| Role Name | Name of the Role |
| Default Team Member |
Select from the list of Team Members the one that should be used by default when creating a Resource Demand for this Project Role within a project. Typically this will be the ‘GENERIC’ Team Member that is set up for this Role. Note that you will first have to set up this Team Member in the Resource Related Records (Team Members) section before you can assign it here as the default. |
| ID | Unique ID for this Role (for use by integration with external systems) |
Approvals Tab
In this tab we can define the behaviour of the system in terms of directing resource requests for resources of this role. It is possible to nominate specific resource approvers for the respective role (e.g. the Team Lead of resources with this role).
| Field | Comment |
| Approval Rule |
Set to 'Anyone' if any Resource Approver should see and approve requests for this Role. Set to 'Specific Approvers' if only specific nominated Approvers should see requests for resources of this Role. Up to two approvers can be defined via the Approver 1 and Approver 2 fields below. |
| Approver 1 | Select a system user who should be the resource approver for resources of this role. |
| Approver 2 | Select a system user as the alternative resource approver for resources of this role. |
| Resource Approval Mandatory |
If set to 'No': allows users of the Resource Demand grid to select a named Team Member themselves for this Role. If set to 'Yes': users of the Resource Demand grid cannot select a named Team Member themselves for this Role. They must go through the Resource Approval process. |
Skills
Skills can be used to add another level of detail to the Resource Demand and Approval processes. This feature is enabled in the Administration Settings and can be disabled if not required.
Skills Categories and Skills
In order to configure this feature, start by adding new Skills Categories via the Skill Categories menu (Under Resource Management). This will allow for Skills to be grouped into separate categories e.g. Business, Infrastructure, Language or Software.
Once the Skills Categories have been added, you can then add the Skills using the separate Skills menu (also under Resource Management).