T1.2A: Enter or Update Role Requests

Description

Responsible Individual will enter or update role requests for the project.

 

Outcomes

The Functional Manager can then add resources to the forecast as needed. Responsible Individual can then create forecast for O/E and Staffing Cost Plan.

 

Detailed Steps

 

Step 1: Log in to Clarity.

 

Step 2: Open Project.

  1. Click on Project icon.

  2. Click to open project from the list.

 

Step 3: Add Resource.

  1. Click Assignments tab.

  2. Change View to Non-Menu-Job Number Planning.

  3. Click the Add Row.

 

  1. Select Person from Resource drop-down list.

  2. Select Task from drop-down list.

  3. Input Forecast.

Change your Fiscal Period for easier navigation.

 

 

  1. Select a Start date from date picker.

  2. Select a Finish date from date picker

 

Step 4: Staffing Allocations.

  1. Click Staff tab.

  2. Change View to Staff Org Profile Planning.

  3. Select the Resource Line to update.

If there's multiple. You can click the select all or ctrl and select other resource lines.

 

  1. Select a Studio from drop-down list.

  2. Select Cost Center from drop-down list.

  3. Enter a Note (Optional).

  4. Click Allocate From Estimates.