Filter By dialog box

Use the Filter By dialog box to choose the resources to display in the Assign Resources by Role dialog box.

All Resources: Chooses to filter by all resources defined in the enterprise. If resource security is enabled, only current project resources and resources you have access to are displayed.

Current Project's Resources: Choose to filter only by the resources assigned in the open project.

Select Filter Options bar: Click to change the display.

Select Filter list: Choose a filter to limit the list of resources in the Assign Resources by Role dialog box. When you select a filter, the Assign Resources by Role dialog box displays the roles that meet the filter's criteria, along with all resources that can fulfill those roles.

All Roles Required: Choose to view all roles assigned to the activity.

Staffed Roles: Choose to view roles assigned to the activity that have a corresponding resource assignment.

Unstaffed Roles Required: Choose to view roles assigned to the activity that do not have a corresponding resource assignment.

Unstaffed Roles with Required Proficiency: Choose to view roles assigned to the activity that do not have a corresponding resource assignment and must be filled by a resource with the required proficiency level.

All Roles Required: Choose to view all roles assigned to the activity.

Staffed Roles: Choose to view roles assigned to the activity that have a corresponding resource assignment.

Unstaffed Roles Required: Choose to view roles assigned to the activity that do not have a corresponding resource assignment.

Unstaffed Roles with Required Proficiency: Choose to view roles assigned to the activity that do not have a corresponding resource assignment and must be filled by a resource with the required proficiency level.

Apply: Click to apply your changes without closing this dialog box.

Related Topics

Introduction to Resource Security

Current Project Resources



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Last Published Thursday, January 12, 2023