O1.3: Add/Update Role Request

 

Description

Responsible Individuals who are responsible for the delivery and execution of the project choose the roles that will be needed to complete tasks and milestones in advance of the turnover date.

 

You cannot plan named resources at this point unless you are a functional manager.

 

You can drag values vertically but not horizontally.

 

Pay attention to the time scale you are looking at as you navigate between Clarity pages.

 

If the person is on an oversight task,  fill in the “Oversight %.”

 

Outcomes

 

Detailed Steps

 

Step 1: Log in to Clarity.

 

Step 2: Add/Update Role Request.

  1. Click on Project icon.

  2. Click to open project from the list.

 

  1. Select Staff tab.
  2. Select correct View
  3. If adding a resource click Add Row.
  4. Select Resource from drop-down list.

  5. Select  Role from drop-down list.

  6. Enter Allocations to match the project needs. (use scroll bar at bottom to so all allocation columns)

specify the cost center and studio associated with your role request.

 

Using the start, end date, and default allocation will allow you to plan across large time frames more efficiently.