On this page
Overview
Add Personnel to the Bench
Define Role Requirements
Assign Personnel
Best Practices
Overview
The Key Personnel feature allows you to define proposal staffing requirements and assign qualified personnel from your Personnel Bench. These assignments inform your Proposal Outline and Pink Team Draft, ensuring proposal content accurately reflects staffing plans, required qualifications, and solicitation requirements.
This workflow consists of three steps:
Add personnel to the Bench
Define role requirements for the proposal
Assign personnel to each role
Step 1: Add Personnel to the Bench
Navigate to Personnel → Bench, then click Add Personnel.
Enter the following information:
Name
Title
Email and phone (optional)
Department (optional)
Skills
Certifications
Education
Resume
Skills and certifications are user-defined and reusable across personnel profiles and proposals.
Once saved, personnel become available for assignment in proposals.
Step 2: Define Role Requirements
Open your proposal and navigate to Key Personnel, then click Add Role.
Enter the following information:
Role title
Required FTE count
Role description
Required qualifications
Required skills and certifications
These requirements should align directly with the solicitation’s Key Personnel requirements.
Click Save to create the role.
Step 3: Assign Personnel to Roles
After creating a role, click Assign to select personnel from the Bench.
Assign personnel and specify:
FTE allocation
Assignment status (for example: Candidate, Proposed)
Resume association
This assignment links personnel qualifications to proposal staffing requirements.
How This Information Is Used
Key Personnel assignments support:
Proposal Outline development
Pink Team Draft generation
Staffing section creation
Qualification alignment with solicitation requirements
This ensures your proposal reflects accurate and compliant staffing information.
Best Practices
Add personnel to the Bench before defining proposal roles
Ensure resumes and certifications are current
Align roles with solicitation-defined Key Personnel requirements
Confirm assignments before generating the Pink Team Draft