Detailed Staffing dialog box
The Detailed Staffing dialog box helps project managers assign an employee to a project and to plot out their time per week on the project phase.
How to access this dialog box
- From the Team tab, click the Details column for the team member that needs to be modified.
- From the Team tab, select the record for the team member that needs to be modified. Right-click anywhere on the row and select Staffing Detail.
Filters
The Filters section lets project managers select the parameters used to filter the information displayed in the Detailed Planning Worksheet section of the dialog box.
| Field | Description |
|---|---|
| Phase | The phase of the project for which the project manager wants to make detailed staffing assignments. By default, the phase from the selected record on the Team tab is displayed. |
| Discipline | The discipline for which the project manager wants to make detailed staffing assignments. By default, all disciplines associated with the selected phase are displayed. |
| Phase Dates | The start and end dates assigned to the selected phase. |
| Planning Period |
The start and end dates assigned to planning for the current phase. |
Detailed Planning Worksheet
Use this section of the dialog box to assign specific hours to the selected employee.
| Section | Description |
|---|---|
| Assignment | Name of the selected employee. This field cannot be edited. |
| Est. Cost | The estimated cost of the selected employee completing the number of hours designated for this project phase. This field is calculated based on the number of weekly project hours entered. |
| Total Hours | The total number of hours assigned to the selected employee. This field is calculated based on the number of weekly project hours entered. |
| Week Columns | A column is created for each week of the phase. Enter the number of hours the employee is assigned to the project in each week's column as needed. |
To change the amount of weeks assigned, click OK in the Detailed Staffing dialog box, then make your changes on the Team tab.
If changes have been made to the dates for a phase on the Schedule tab, detailed staffing assignments are retained. However, if the duration of the phase is compressed, the overflow is added to the last week of the assignment to indicate that an adjustment needs to be made to the staffing of that resource.
Once the staffing details are set for an employee, the icon appears in the Details column of the Team tab indicating that a detailed staffing assignment has been made.
Note: You can use copy and paste commands (CTRL+C, CTRL+V) to copy values in the grid.
Click the icon to export the current data grid to Excel.