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Define Resource Request page

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Use this page to specify criteria that can be used to search for qualified resources to staff a specific activity. Resource staffing features enable a resource manager to view and/or modify your saved requirements when assigning resources to unstaffed activities.

Find a Resource Matching
To limit results to resources who match all criteria, choose All search criteria or, to include all resources who match any one of the criteria you specify, choose Any search criteria.
Roles
To specify a role, click .
Tip: To search, unless you specify only one resource and no other criteria, you must specify a primary role. When a single resource is selected with no other criteria, the search criteria will include the primary role of the resource you specify. If that resource does not have a primary role, a message displays to ask you to select a primary role.
Proficiency
Choose a proficiency level from the drop-down list or accept the default value, Any.
Resources
Click to display the resource hierarchy and select a resource. The list of available resources includes only the resources you have access to, based on resource security, and current project resources.
Tips: If you chose the option to show results that match all criteria, you can specify only one resource.
You can review resource allocation details from the Select Resource page. Select a resource, then click Show Detail. This displays the Resource Usage view, which enables you to review resource assignments based on summarized data.
Resource Codes
To specify a resource code, click .
Tip: If you chose the option to show results that match all criteria, you can specify only one code value for each resource code you select.