Administrative Utilities → About Resources
Resources enable you to manage resource team assignments, scheduling, job functions, skills, and other attributes of employees in your organization. This information can be used for planning purposes.
To help coordinate availability and scheduling, you can assign an SBM calendar to each resource.
Use these elements to manage resources:
Ideally, each resource is associated with an SBM user account. This enables you to assign work items to these resources once work has been planned.
There may be cases where you do not need to associate a resource with an SBM user account. For example, you may create teams that mimic your organization's reporting structure. CEOs or vice presidents may not be assigned work items, but you may want to set them as team managers or track their contributions to planning processes.
You can add resources manually or import them from a spreadsheet. For details, refer to Importing and Exporting Resources.
A resource team is a collection of resources who are dedicated to the team either full time or for a percentage of time. This enables resources to be associated with multiple resource teams while ensuring that they are not over-allocated.
In addition, when you assign resources to a team, their job functions and skills are automatically associated with the resource team.
You can organize resource teams in a hierarchical structure that makes sense for your organization. For example, you may want to organize resource teams based on management reporting structure or by function.
You can define business units that exist in your organization, and then associate them to resources. Each resource is assigned to a single business unit, such as Sales, Marketing, or R&D.
You can define departments that exist under each business unit in your organization, and then associate them to resources. Each resource is assigned to a single department, such as "Inside Sales" or "Software Development".
You can add job functions to your system, and then associate them with resources. Each resource is assigned a single job function, such as software developer or software tester. You can also specify the resource's Title Group and Manager as part of the job function. When a resource is assigned to a resource team, the resource's job function is automatically associated with the team.
To help ensure that resources are allocated where they are most needed, you can add various skills to your system, and then assign them to resources as they apply. For example, a developer resource may be competent in several programming languages, such as Java, C++, and Perl. You can add each of these languages as a skill, and then assign them to the resource. When a resource is assigned to a resource team, the resource's skills are automatically associated with the team.
You can add title groups to your system, and then associate them as part of a resource's job function. Each resource can have a single title group defined as part of its job function, such as "Front Line Managers" or "Executive Staff".
You can add types to your system, and then associate them with resources. Each resource is assigned a single type, such as "Full Time", "Part Time", or "Contractor".
You can create SBM reports that return data based on resource teams.
For example, you may want to report on items owned by resource "Team A." To do this, create search criteria that contains the condition "Owner contains any Members of Team A." This returns items that are owned by any member of Team A.
The "Members of: Team Name" value is at the bottom of the Field Values list when you create your report search specification. If there are more than 250 values available, you can search for the team name to return the "Members of: Team Name" value.
When you assign resources to resource teams, you specify the percentage of time each resource is allocated to each team. The actual amount of time allotted to each resource team depends on the business calender assigned on the General tab for each resource.
For example, a Web Developer resource who works 40 hours is assigned to a calendar for full-time employees. This resource is assigned to two resource teams: IT Ops for 75 percent of the time and Marketing for 25 percent of the time. Therefore, the resource works with the IT Ops team for 30 hours and the Marketing team for 10 hours.
A Data Analyst resource may be assigned to the same two resource teams for 50 percent of the time, but is assigned to a business calendar for part-time employees who work 30 hours per week. In this case, the Data Analyst works with the IT Ops and Marketing teams for 15 hours a week.
| Resource | SBM Calendar | Marketing Team Allocation | IT OPs Team Allocation |
|---|---|---|---|
| Web Developer | Full-time (40 hours) | 75% (30 hours) | 25% (10 hours) |
| Data Analyst | Part-time (30 hours) | 50% (15 hours) | 50% (15 hours) |
Business calendars are created in SBM Application Administrator and assigned to each resource on the General tab. For details on managing SBM calendars, refer to About Calendars.
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