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.