Will new resources will automatically be added to projects as necessary?
Nope, OOB you don't have such functionality. You can create a process to allocate roles to the project, or create the project from a predefined template with roles allocated on the template
I have typically seen two types of staffing methods that organizations employ.
1. Direct staffing involves staffing team members directly to an investment. This method can be as simple as adding a team member directly to a project. This method can also involve a multi-step staffing process, whereby the project manager initially staffs with roles and other staffing requirements, then sets the request status to open, then a resource manager fills the request either by hard-booking (committing) the resource, or by replacing the requested role with a specific resource.
The above methods works well when project managers tend to control their own resources. They have booking rights to the resources they need, and they can directly staff their projects.
2. Requisitions provide all of the functionality associated with direct staffing along with routing and notification, review approval process etc.
Requisitions are more suited towards matrix organizations where Project Managers do not have direct control on the resources.
Thanks and Best Regards,
Description and Usage
Used to charge labour costs to the project.
Used to charge non-labour costs to the project.
Used to charge hardware and purchased software costs to the project.
Any thoughts on this
Those do not look like new resources, but default ones.
You could try to accomplish adding those to new projects (if that is what you want) by putting them in the project team of a template project and creating project from the template or copy a task to which those resources are assigned from a template project to a new or existing project.
Interesting set of resources. Almost looks like a set that can be used to import costs from other systems, where the other systems don't have the Resource IDs from Clarity.
As others have mentioned, one can put resources on a template project, then when creating a new project one has the option of adding the resources to the new project as resources or converting them to roles.
If these resources have conditions for being added, one might consider a workflow process to call a job, that would then add the resource(s) based on conditions. You'd need the assistance of an SQL and/or GEL script skilled resource to develop the job, unless you have these skills yourself.
If you need these resources for planning purposes, then you'll want them added at the creation of the project or shortly after. However, if all you are doing is collecting costs from other systems and importing them into Clarity, you could consider having the import job create the resources as needed. This is what one of our jobs does - on import, if the resource isn't on the project, it selects the necessary resource (based on expense type in import file) and adds the resource to the project.
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