Use the Resource Staffing page to view project activities that have unstaffed and staffed assignments for a particular role and to search for and assign resources to those activities. The activity list is sorted alphabetically by name.
Tips:
-
To access the Resource Staffing page, open the project or group of projects you want to work with, then click
on the Projects toolbar to display the Team Usage page. Organize the Team Usage page by role, select the Spreadsheet option, then click a project name. The Resource Staffing page is accessible only when you organize the Team Usage page by role.
-
To view brief details for an activity, click the activity name. You can view assignments, steps, and notebooks, if you have chosen these options in your Global Preferences.
To assign resources to an activity, mark the corresponding Select checkbox, then:
- to display the hierarchy and choose a resource to assign, click Assign Resource. Select a resource, then click Assign. To review allocation details before assigning, click Show Detail.
- to search for resources who meet specific requirements, click Search. Specify new criteria required to staff the activity or, to search using previously saved criteria, click Select Template. When finished specifying search criteria, click Search to display available resources on the Results page.
Tip: You cannot search for a mix of labor and nonlabor resources.
The following sections describe the fields and interface items that display on the three Resource Staffing pages: Resource Staffing, Search Criteria, and Search Results.
Resource Staffing
- Display
- Choose to view only unstaffed activities, or staffed and unstaffed
activities, for the selected role.
Note: Staffed resource assignments that have actual units are not listed on the Resource Staffing page.
- Select
- Mark to select one or more activities so you can either assign a known resource or search for a list of possible resources.
- Activity Name
- Lists the activity associated with the role. To view more details about the activity, such as steps and notebook items, click the activity name link.
- Resource Name
- Lists resources currently assigned to the activity.
- Resource Type
- Indicates whether the resource/role assignment is labor, nonlabor, or material.
- Start
- For a not started activity, this is the planned start date. For a started activity, this is the actual start date.
- Finish
- For a not started activity, this is the planned finish date. For a started activity, this is the remaining finish date.
- Remaining Units
- The units required to complete the assignment.
- Remaining Units/Time
- The units per time at which the resource is expected to work on the activity.
- Search Criteria (display field)
- Displays Yes if someone has saved search criteria for the resource request. Displays No if there is no saved search criteria.
- Search
- Click to search for resources that meet specific criteria.
- Assign Resource
- Click to display the resource hierarchy and assign a resource.
The list of resources includes only those resources that belong to your access node, based on resource security, and current project resources.
Tip: You can review resource allocation details from the Select Resource page. Select a resource, then click Show Detail.
Search Criteria
Tip: A Global Preference setting determines the number of search criteria you can specify.
- Start/Finish/Total Requested Units
- Displays the information about the activity from the Resource
Staffing page.
Note: If more than one activity is selected on the Resource Staffing page, this page displays the earliest actual/early start of all activities, the latest actual/early finish of all activities, and the total remaining units of all activities.
- Requested Units/Time
- The units/time at which the resource is needed to work
on the selected activity.
Note: This field does not display if the activity has a resource curve assigned or when multiple activities are selected on the Resource Staffing page.
- Resource Curve
- This field displays in place of Requested Units/Time if
a curve is associated with this resource assignment.
Note: This field does not display when multiple activities are selected on the Resource Staffing tab.
Define Search Criteria
- Show Results Matching
- Choose All search criteria to limit your search; choose Any search criteria to broaden your results.
- 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.
Note: To view this field, you must have the required privilege. If you do not have access and require it, contact the Administrator.
- Resources
- Click
to display the resource hierarchy and choose a resource to search for. The displayed hierarchy includes only those resources that belong to your access node, 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.
- 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.
Define Sort Criteria
- Sort results by availability
- Mark to sort the results list by resource availability.
- Compute availability for date range
- Choose whether to search availability based on the activity
start and finish or by a custom date that you enter.
Note: If multiple activities are selected on the Resource Staffing page, the Activity Start to Finish option uses the earliest early start of all assignments and the latest early finish of all assignments.
- Do not show overallocated resources
- Mark if you do not want to include currently overallocated resources in the results.
- Save
- Click to save your search criteria.
- Resource Staffing
- Click to return to the Resource Staffing page.
- Run Search
- Click to display a list of available resources who meet the specified criteria.
- Select Template
- Select from a list of pre-existing search criteria.
- Save as Template
- Save the current search criteria as a template to use again.
Search Results
- Start/Finish/Total Requested Units and Requested Units/Time
- Displays the information about the activity from the Resource Staffing page. If more than one activity is selected, this page displays summary information.
- Search
- Displays the Search option you selected to broaden or narrow results: All or Any.
- Role
- Displays the roles you specified for the search.
- Timescale
- Choose the level of detail to display in the timescale,
such as Year/Quarter, Year/Month, Quarter/Month, or Month/Week.
Tip: To zoom in or out, click
or
.
- Select
- Click to select a resource you want to assign.
- Resource Name
- Displays the names of available resources that match
the search criteria.
The results include only available resources that belong to your access node, based on resource security, and available current project resources.
- Score
- The number of units the resource will have available
after being assigned to the activity.
Note: This value is always represented as hours, although Total Requested units and the search results spreadsheet values reflect the time unit setting of your global preferences.
Score is calculated as
Available Units of the resource across the expanded activity time frame – Total Requested Units
Expanded activity time frame is determined by an Admin preference in the Project Management module that specifies the interval for summarizing and storing resource spreads at the Resource/Role Assignment level. For example, if the Resource/Role Assignment summarize interval is set to week, the search is expanded to start from the Sunday just prior to the search start date and end the Saturday immediately following the search end date.
- Timescale values
- Shows the availability for the resource by time period.
- Resource Staffing
- Returns to the Resource Staffing page.
- Search
- Returns to the Search page.
- Assign Resource
- Assigns all selected resources to the current activity.
Tip: If no resources match the search criteria, you can click Search to modify your selection criteria.