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Alina Shchahlova

Alina Shchahlova

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Table of Contents

What does the Resource Plan perspective contain?

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Column

Description

Role

Displays role, specified for the corresponding position

Team Member

For started (actual) positions linked to Personal Profiles:

  • Displays the First and Last name of a team member, photo and title. By click on this column user can navigate to Personal Employee Profile

For not-yet-started (planned) positions with candidates:

  • Displays the First and Last name of a candidate, photo and title. By click on this column user can navigate to the position card (View position state)

For not-yet-started (planned) positions without candidates:

  • Displays text: "No Candidate". By click on this column user can navigate to the position card (View position state)

Required Skills

Displays required skills specified for the corresponding position

Location

For started (actual) positions linked to Personal Profiles:

  • Displays office location of a team member, whose profile is linked to the position

For not-yet-started (planned) positions with candidates:

  • Displays office location of a candidate, proposed to the position

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  • View Profile - opens team member's Personal Employee Profile;

  • Workloads & Dates - the same logic as described here Position Management for actual positions;

  • Update Performance - (warning) You can update monthly performance here. The same logic as described here: Monthly view;

  • Set profile's project Risk of Leaving - the same logic as described here: Risk of Leaving;

  • Set profile's Critical Role on Unit - the same logic as described here: Critical Role on Unit;

  • Set profile's Motivation - the same logic as described here: Motivation;

  • Set profile's Likes/Dislikes - the same logic as described here: Likes/Dislikes;

  • Create an Action Item - the same logic as described here: Action Items;

  • Propose Successor for the selected Role Holder - the same logic as described here: Succession Module;

  • Copy Link to a particular profile in TEAMS just by clicking on the Quick Menu option.

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