Positions
Positions and placements solve different planning problems.
- Position: role metadata and budget intent
- Placement: who is actually placed in which org unit
Use both, but do not substitute one for the other.
What a position captures
Position records include:
- title
- role type
- budgeted team (optional — links to a team org unit for planning purposes)
- planned FTE
- employment type (perm/contractor)
- target annual salary or daily rate
- currency
- effective dates
This is planning metadata used for role structure, matrix grouping, and budget analysis.
Important constraints
- Budgeted team is optional. Positions can exist without a team assignment — useful for early role planning before team structure is finalised.
- Choosing a budgeted team on a position does not place a person or agent on that team. Operational placement still lives in
org_unit_actorand must be managed through placement flows.
Creating positions efficiently
From position create/edit, you can:
- search existing teams
- create a new team inline when needed
- classify by role type for matrix row behavior
This supports fast role design while preserving scenario context.
Scenario and read-only behavior
Position CRUD is scenario-aware:
- baseline position edits affect live
- scenario edits stay inside scenario
- archived/snapshot contexts are read-only
Best-practice flow
- Define positions for important seats.
- Set role type and budget fields.
- Optionally assign a budgeted team.
- Place actors via placements.
- Validate matrix/charts and scenario delta outputs.
Common mistakes
- treating positions as occupancy records
- relying on budgeted team to infer home department or team
- skipping currency setup before entering salary or rate data