Staffing Workspace: Role Replacements
Article ID: 247575
Updated On:
Products
Clarity PPM On Premise
Clarity PPM SaaS
Issue/Introduction
Broadcom has announced that Staffing Plan workspace is being deprecated and replaced by the Staffing workspace.
How should a role be replaced by a resource in the Staffing workspace?
Resolution
- The Staffing Plan workspace uses the Requests portlet
- The Staffing workspace > Staff Grid offers an easy way to replace a role with a resource
- Filter by the Resource/Investment combination to perform the replacement on
- Edit the Resource column and search for the replacement resource
- Select the Resource that will replace the role
Once done, you will get the below toaster message: Replacement Successful
Note : The 'replacement' can also be accomplished in the Allocation Timeline using drag-n-drop or using the flyout
Additional Information
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