T1.9b: Submit New TBD Request

Description

If you do not have the capacity for the request and you’ve decided you cannot shift around existing resources, create a new TBD and link that to the project. 

You can request a TBD outside of a resource planning cycle. However, if the need is imminent, you must consult with your HRBP on routing the request for approvals before the next cycle starts.

 

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:

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

  5. Select  Role of TBD from drop-down list.

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

  7. Select  Booking Status Hard from drop-down list.