Resource Staffing of Project page

Overview

Use this page to view roles that require staffing. Only requests for roles on a selected role team are displayed.

Screen Elements

Search link

Displays configurable options to search for resources.

At least one assignment must be selected.

Assign Resource link

Displays a dialog box to search for and select a resource to assign.

Display options

Determines whether to display only unstaffed activities, or staffed and unstaffed activities.

Selected / Unselected option

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

Activity Name field

The staffed or unstaffed activities for the selected project.

Resource Name field

The name of the resource assigned to the activity.

Resource Type field

The type of resource/role assignment.

Valid values are:

Labor: Indicates that the selected resource performs labor, which is measured in units of time.

Nonlabor: Indicates that the selected resource does not perform labor, but its work is measured in units of time.

Start field

The start date for the assignment on the activity. For a not started assignment, this is the activity's Planned Start date. For a started assignment, this is the Actual Start date.

Finish field

The finish date for the assignment. For not started activities, this is the Planned Finish date. For in progress activities, this is the Remaining Finish date. For completed activities, this is the Actual Finish date.

Remaining Units field

The units remaining to complete the assignment.

Calculated as Remaining Duration multiplied by Remaining Units per Time.

Remaining Units/Time field

The units per time required for the resource assignment to complete the activity.

Search Criteria field

Indicates whether the assignment has any associated search criteria with a Yes or No link.

When search criteria have been specified, this field shows a Yes link that provides access to the stored resource request search criteria used to search for a qualified resource.

When you assign a resource using the Request Resources feature with your custom resource search criteria, the search criteria you specify is saved. A Yes link appears in the Search Criteria column beside the assignment, indicating search criteria is specified. This saved search criteria can be useful later if you ever need to modify the resource assignment and want to reuse the same criteria.

A No link appears when the assignment was made directly without any search criteria; however, you can click the No link to specify search criteria for the resource or role assignment.

Getting Here

Click Dashboards.
On the Dashboards page, select a dashboard.
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.
On the Resource Search Result page, click Resource Staffing.

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