T1.9a: Assign Names Resource or Previously Approved TBD to Role Request

Description

After assessing your team’s bandwidth, decide which of your direct reports is most suited to fulfill the project’s request skillset. If you do not have a named resource who can support the need, you can assign a TBD. 

Ensure you have active conversations with the project team to fully understand the ask.

 

Detailed Steps

 

Step 1: Log in to Clarity.

 

Step 2: Update Allocations.

  1. Click on Project icon.

  2. Click to open project from the list.

 

Step 3: Update Role.

  1. Click Staffing icon.
  2. Click Allocations by Resource tab.
  3. Change View to My Role Request.
  4. Locate the Resource that will be assigned to the Role Request.
  5. Click and hold the Resource, and drag it to the Role Request.

 

  1. Click Replace.