B1.12a: Confirm/Update Approved TBD to Role

Description

Functional Manager will confirm or update the TBD roles on the project.

 

Detailed Steps

 

Step 1: Log in to Clarity.

 

Step 2: Confirm TBD Role Request.

  1. Click Staffing Icon.

  2. Click Allocations by Resource tab.

  3. Select My Roles & Resources view.

  4. Expand the Project that you want to confirm TBD to role request.

  5. Review the TBD for Role Request.

You can also do this task by using the Allocations by Investment click here for those steps.

 

TBD Action should be Link and TBD Sync yes.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

B1.12a: Confirm/Update Approved TBD to Role

Description

Functional Manager will confirm or update the TBD roles on the project.

 

Detailed Steps

 

Step 1: Log in to Clarity.

 

Step 2: Confirm TBD Role Request.

  1. Click Staffing Icon.

  2. Click Allocations by Resource tab.

  3. Select My Roles & Resources view.

  4. Expand the Project that you want to confirm TBD to role request.

  5. Review the TBD for Role Request.

You can also do this task by using the Allocations by Resource click here for those steps.

 

TBD Action should be Link and TBD Sync yes.