Create Productivity Profiles
This article provides direction for adding a productivity profile to a new or existing role. Productivity profiles describe the time it would take for a person in a specific role to become fully productive. They can be ramp-based, meaning productivity will increase in increments over time. A default productivity profile indicates the expected productivity of a person in a specific role. This is useful in planning scenarios where a certain productivity level needs to be assumed.
- Access your Fullcast instance and switch plans if applicable.
- Click Manage Roles on the Roles tile.
- Click Add Role to create a new role, or click the More Options icon (three vertical dots) and select Edit for the appropriate role.
- Click Add New Productivity Profile.
- Select the Type of productivity profile you'd like to build.
- Enter a Name for the profile.
- Select the applicable start date field.
- If you'd like the productivity profile to be ramp-based, you can configure this by selecting the pencil icon under Action. See Figure 2.
- Figure 3 displays a pop-up where you define the expected percent productivity by month. Click the +New Month button to add months to the ramp. Fill out the percent productivity you'd expect for each month. Click Confirm when finished.
- Click Save to add the productivity profile to the role.