Staffing Workspace: Role Replacements

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

1. The Staffing Plan workspace uses the Requests portlet
2. The Staffing workspace > Staff Grid offers an easy way to replace a role with a resource
3. Filter by the Resource/Investment combination to perform the replacement on
4. 
5. Edit the Resource column and search for the replacement resource
   
6. 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