The Open Requests for Resources portlet enables you to see which roles require staffing at any time in your projects. You can organize and filter the portlet data to focus on the roles and projects that interest you. You can then access resource staffing features that enable you to search for and assign the best resources to staff a role.
Note: To view and staff resources for a project, you must have the required project privilege.
Several settings affect the data this portlet displays for your projects.
- The role team you select in the portlet preferences determines which unstaffed roles are listed.
- The dashboard's Filter by selection determines which projects with unstaffed roles are listed.
For example, if the dashboard is filtered by a portfolio, the portlet
lists all unstaffed roles for projects that belong to that portfolio.
Tip: In Dashboard Preferences, for any dashboard you create, you can further filter the portlet project data
by project
code or, you can override the
dashboard's Filter
by option to show all projects you are associated with.
To select a role team and choose organize and filter options, click Customize in the portlet or at the top of the dashboard.
To access Resource Staffing features that enable you to search for and assign the most appropriate resources to each unstaffed activity, click the role name. To learn more, see Resource Staffing Overview.
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Field Definitions
- Name
- Lists the names of the unstaffed roles for the current role team, organized and filtered according to your portlet preferences. Each role name is a link that displays the activities for the role and enables you to access the resource staffing features.
- Unstaffed Units
- For each role, displays the total units that require resource assignments. Units for all roles are totaled at the level you organize by.
- Staffed Units
- For each role, displays the total units currently assigned to individual resources.