Resource managers who have the required privilege for a project can assign resources to activities to fulfill staffing requests.
Tip: You can view staffing requests in the Open Requests for Resources portlet; the portlet is available for display in dashboards. See Customize a dashboard for instructions on setting options to display the portlet.
- From the Resources action menu in the global navigation bar, choose View Role Usage.
- Select Role Hierarchy in the Organize By field (if necessary), select a role, then choose the Spreadsheet display option.
The spreadsheet displays all projects that that have staffed and unstaffed activities to which the selected role is currently assigned.
- In the spreadsheet, click the name of a project that has unstaffed units to display the project's unstaffed activities.
The Resource Staffing page opens, displaying the role's unstaffed activities for that project. If desired, you can choose to view the staffed activities for the role as well.
- For each unstaffed activity you want to staff with the same resource, click the Select checkbox.
When staffing a resource, you can select a resource to assign or you can perform a resource search.
- To select a resource from the resource hierarchy, click Assign Resource.
- If you do not want to review resource allocation before assigning a resource, select a resource, then click Assign.
- To review resource allocation before assigning a resource, select the resource and click Show Detail. This displays the selected resource's assignments based on summarized data. If you want to assign the selected resource to the activity, click Assign. If you want to review allocation for a different resource, select another resource.
Tip: The list of resources you can select from is determined by your resource security privileges and individual resource's current project association. For more information, see Resource security.
To search for a resource based on specific requirements, click Search. For more information about searching for resources, see Resource Staffing overview.