In a folio's Staff screen, you can define and manage the composition of the staff members that work on a project.

Click Staff in the Folio's main navigation bar to access the Staff Summary view, then click Staff Members to see the individuals who are assigned to the project, capture their wages and availability percentage over the course of its execution, and define yet-to-be-filled positions. The Staff screen serves as the staff members' dashboard to help in planning work assignments, to see who might currently be overloaded, and to retrieve all sorts of critical resource management information about capacities, efforts, work assignments, overheads, etc.

On the Staff Members screen, you can perform many staff member operations, such as using Tempo Teams, importing staff members, adding a staff member, or attaching files to a member. Click on each staff member's name to see the details for each staff member including the progress bar.

The Staff Member Load bar and the Overhead columns are collapsed on loading the page. Click on the staff member name to display them again or on the Show/Hide Staff Member Load button to toggle between show/hide. The show/hide button remembers the user preference within the current folio.

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The Folio Staff Summary provides you with an overview of the current state of this portfolio's staff. The staff activity status and remaining capacity are based on each member's specified availability. 

All sections are collapsed on the Dashboard: 

• Click the arrowhead by each title to expand the required sections. Click again to collapse.

• Set your default preference (expanded or collapsed) for each section. Click the pin on the right-hand side of the title, to set it as default.

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It also displays a Capacity chart that compares the total budgeted effort with either:

1.  The sum of the remaining estimates

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2. Or the sum of planned effort (Tempo planned time)

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It then puts them in contrast with the staff's remaining capacity as defined by staff members' availability.

The Summary also provides a section that allows you to enter notes.

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To do so: 

1. Click the Add a note link.

2. Enter the note.

3. Select the Level (Information, warning, success, important).

4. Click the Add Note button.

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Your note will be added to the Summary:

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The main part of the screen is the Staff browser where all staff members are listed and grouped by their titles or roles. It offers two different views which you can toggle using the toggle button located at the top left of the staff browser: Browser View and Timeline View. The staff browser also allows you to perform a number of operations on the staff members of and gives access to the Worklogs Inspector, a powerful tool to explore work logged by the members and populate the staff.

The Browser View is displayed when the left part of the toggle button is pressed. 

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It shows each staff member's current wage and availability percentage. Click on the staff member's name to show the progress bar of their workload level. It also displays the overall current average cost rate of the staff members, and the average cost rate of each group of members with a given role.

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The current average cost rate is shown for the overall staff members and for each role, at the right of each group. These average cost rates are weighted averages of the current cost rates of active members (as determined by their current availability ratio defined in their Availability table), where the weight is the availability percentage. The active members are the members who have a valid cost rate at the present date. Unassigned positions are not taken into account when calculating average cost rates.

Here is an example average cost rate calculation:

Staff members are Jira users who actively work and record hours on the Folio's issues ( Folio Scope ). Each staff member row in the staff browser shows the following information:

A colored vertical bar is displayed at the left of each staff member row indicating the status of the staff member. The status bar can help identify potential problems.

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The color of the bar gives an indication of the folio position's status. The following table explains the signification of each color.

Open	Active member that has no particular problem detected.
Open	Member has no current availability and thus is not yet active or has no availability defined inside the Folio's timeframe.
Open	Member is overloaded.
Open	Unfulfilled position; a folio position that has not yet been assigned a Jira user.
Open	Position is associated with a non-Jira user.

Image representing the staff member, as defined in the associated Jira user's profile.

Full name of the member. Clicking the name brings up the standard Jira user profile.

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Date on which the staff member became active. It is determined by the effective date of the first availability defined for this Folio.

Cost rate of the member to date.

The overhead of a member to date.

A colored bar widget that shows the allocated hours and the available hours left. If the assigned hours exceed the remaining availability, then a proportional part of the bar is shown in red, indicating that the member is overloaded. Hover the bar to get the precise resource load in hours.

The Timeline View is displayed when you click the right side of the toggle button.

It shows each staff member's past worked hours and future remaining availability over the Folio's timeframe as an interactive timeline chart. Each bar displayed for a staff member on the timeline reflects an availability period that you defined for that member (see Availability for more details on availability periods and percentages). The future remaining availability of a staff member for each availability period is derived from the availability percentage for that period, and the working days and hours as defined by the Work Schedule of the Folio.