B1.12b: Create TBD and Link to Role Request

Description

Functional Manager will link TBD role on Role Request.

 

Detailed Steps

 

Step 1: Log in to Clarity.

 

Step 2: Add TBD To 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 add TBD to role request.

  5. Identify the TBD for Role Request.

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

 

Step 3: Add Forecast.

  1. Select Resource Request icon.

  2. Select Action: Resource Request Creation View.
  3. Click Add Row.
  4. Enter Name of TBD Resource Request

 

  1. Click Name link to add details.

 

Step 4: Enter Request Details.

  1. Enter Justification.

  2. Enter Notes.
  3. Select if applicable Additional Access from drop-down list.

 

Step 5: Add TBD Details.

  1. Select Effective Date from date picker.

  2. Select IA Request from drop-down list.
  3. Select Current Employee Type from drop-down list.

  1. Select Current Cost Center from drop-down list.

  2. Select Current Job Title from drop-down list.

  3. Enter Current Abbreviated Job Title.

  4. Select Current Organization from drop-down list.

  5. Select Current Studio from drop-down list.

  6. Select Current Sub Studio from drop-down list.

  7. Select Current Level from drop-down list.

  8. Select Current Resource Manager from drop-down list.

 

Step 6: Enter Project Justification.

  1. Select Project from drop-down list.

  2. Select Funding from drop-down list.
  3. Select Team Role from drop-down list.

 

Step 7: Select TBD Actions and Sync.

  1. Select Staffing icon.

  2. Click Allocations by Resource tab.

  3. Select Resource Request Linking View.
  4. Expand Name.
  5. Select Link from drop-down list list.

Add TBD Action and TBD Sync Columns if not part of the Resource Request Linking view.

 

 

  1. Select Yes from TBD Sync drop-down list list.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

B1.12b: Create TBD and Link to Role Request

 Description

Design Services Producer will add a TBD role on the project.

 

Detailed Steps

 

Step 1: Log in to Clarity.

 

Step 2: Add TBD To Role Request.

  1. Click Staffing Icon.

  2. Click Allocations by Investment tab.

  3. Select My Roles & Resources view.

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

  5. Identify the TBD for Role Request.

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

 

Step 3: Add Forecast.

  1. Select Resource Request icon.

  2. Select Action: Resource Request Creation View.
  3. Click Add Row.
  4. Enter Name of TBD Resource Request

 

  1. Click Name link to add details.

 

Step 4: Enter Request Details.

  1. Enter Justification.

  2. Enter Notes.
  3. Select if applicable Additional Access from drop-down list.

 

Step 5: Add TBD Details.

  1. Select Effective Date from date picker.

  2. Select IA Request from drop-down list.
  3. Select Current Employee Type from drop-down list.

  1. Select Current Cost Center from drop-down list.

  2. Select Current Job Title from drop-down list.

  3. Enter Current Abbreviated Job Title.

  4. Select Current Organization from drop-down list.

  5. Select Current Studio from drop-down list.

  6. Select Current Sub Studio from drop-down list.

  7. Select Current Level from drop-down list.

  8. Select Current Resource Manager from drop-down list.

 

Step 6: Enter Project Justification.

  1. Select Project from drop-down list.

  2. Select Funding from drop-down list.
  3. Select Team Role from drop-down list.

 

Step 7: Select TBD Actions and Sync.

  1. Select Staffing icon.

  2. Click Allocations by Resource tab.

  3. Select Resource Request Linking View.
  4. Expand Name.
  5. Select Link from drop-down list list.

Add TBD Action and TBD Sync Columns if not part of the Resource Request Linking view.

 

 

  1. Select Yes from TBD Sync drop-down list list.