Resource Search Results Dialog Box

Overview

Use this dialog box to review results of your search and assign a resource from the list of resources that match your criteria.

Screen Elements

Resource Staffing link

Displays the Resource Staffing dialog box without saving any changes.

Assign Resource link

Assigns the selected resource to the current activity.

Search link

Displays the Search dialog box without saving any changes.

Start field

The start date of the activity.

If more than one activity is selected in the Resource Staffing dialog box, this field displays the earliest actual/early start of all the activities.

Finish field

The finish date of the activity.

If more than one activity is selected in the Resource Staffing dialog box, this field displays the latest actual/early finish of all the activities.

Total Requested Units field

The number of work units the resource is being asked to perform on the activity.

If more than one activity is selected in the Resource Staffing dialog box, this field displays the total remaining units of all the activities.

Requested Units/Time field

The units/time of work that the resource is being asked to perform on the activity.

This field does not display if the activity has a resource curve assigned or when multiple activities are selected in the Resource Staffing dialog box.

Selected / Unselected option

Enables you to select or clear the selection of an item in a list.

Resource Name field

The available resources that match the search criteria.

Score field

The number of units the resource will have available after being assigned to the activity.

Calculated as Available units of the resource across the expanded activity time frame minus Total Requested Units.

If a resource is assigned to projects which have not been published recently, the score cannot be calculated.

Under/Overallocated area

The underallocated or overallocated units for the resource by month.

This data is calculated by summing the Actual Units and Remaining Early Units and then subtracting the Limit. Positive values show that the resource is overallocated. Negative values show that the resource is underallocated.

Getting Here

Click Dashboards.
On the Dashboards page, select a dashboard tab.
On the dashboard tab, expand the Open Requests for Resources portlet and select a project or role name, depending on your customization options.
On the Resource Staffing Details page:
1. Click the Unstaffed and Staffed option to show all activities.
2. Select one or more activities and click Search.
On the Resource Search Criteria page, define search and sort criteria and click Run Search.

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