Work with Resource Allocation Management page

This section provides details on how to access the Resource Allocation Management page, and how to filter and sort the information displayed on this page.

Access Resource Allocation Management page

You can access the Resource Allocation Management page from the menu bar or the resource pool.

Prerequisite:

To access the Resource Allocation Management page, you must be the manager of at least one resource pool.

From the menu bar:

Select Open > Resource Management > Resources > Manage Allocations.
Select a resource pool by clicking the Select a Resource Pool or Please Specify a Resource Pool link.

From the resource pool:

On the Resource Pool Overview page, click Manage Allocation.

Resource Allocation Management views

The Resource Allocation Management page of a resource pool lists all the positions and resources of the specified resource pool in a single page. It includes the Gantt view and Table view.

The first time you open the page, it is opened in the Gantt view. When you return, it is opened in your last used view.

If you have a large number of positions and resources in the specified resource pool, we recommend that you use the Gantt view to avoid Out Of Memory errors and for better performance.

Hide completed staffing profile positions

You can use the Exclude Completed Staffing Profile Positions from Resource Allocation Management Page feature toggle to control whether positions from completed staffing profiles are displayed on the page. If the feature toggle is turned on, positions from staffing profiles whose status is completed are not displayed on the Resource Allocation Management page. For details, see Use feature toggles to turn on/off features.

Quick filters

Quick Filters in Gantt View

The Gantt view of the Resource Allocation Management page includes a pie chart classifying positions by fulfilled and not fulfilled statuses.

Clicking Total Positions displays all the positions that:

Have sent resource requests to the specified resource pool and the requests are not rejected
Have resources from the resource pool assigned.

Not fulfilled positions is further classified into requested, partially assigned, and soft booked positions. Clicking a specific position status displays positions in that status.

Quick Filters in Table View

In the Table view of the Resource Allocation Management page, use the Filter For field to filter displayed positions by the filter described in the table below:

Filter Item	Description
All	Displays all positions for which resources have been requested, soft-booked, partially assigned, fulfilled, or rejected. New positions are not displayed.
Not Fulfilled	Displays all positions for which resources have been requested, soft-booked, or partially assigned. By default, this filter is selected when the Resource Allocation Management page is opened.
Requested	Displays all positions for which resources have been requested.
Soft Booked	Displays all positions for which resources are soft-booked. Soft-booked positions contain soft-booked resources from the selected resource pool (and include forwarded requests).
Partially Assigned	Displays all positions for which resources are partially assigned. Partially assigned positions have all resources committed and there is unmet demand. If one or more resources are not committed (that is, one or more resources are soft-booked), the position is considered soft-booked. Partially assigned positions do not include positions whose resource request is partially allocated from the selected resource pool and the remaining portion of the request has been forwarded.
Staffing Profile	Displays all positions of the staffing profile(s) you select from the dialog. A staffing profile with the status of Lock Down, Completed, or Cancelled is not displayed by the filter.
Resource	Displays all positions of the resource(s) you select from the dialog.

Advanced filter

Use the advanced filter to select multiple items on which to filter the Resource Allocation Management page.

Advanced Filter in Gantt View

To set the advanced filter in the Gantt view:

Click to open the dialog box as follows.

Provide the information for one or more fields on which you want to filter.

Field Name	Description
Staffing Profile	Select one or more staffing profiles. This filter displays data for staffing profile positions contained in the selected staffing profile(s). A staffing profile with the status of Lock Down, Completed, or Cancelled is not displayed by the filter.
Role	Select one or more roles. This filter displays data for staffing profile positions that contain the selected role(s).
Resources	Select one or more resources. This filter displays data for staffing profile positions that contain the selected resource(s).

Click and the staffing profile positions that meet the criteria are listed. The selected filters are displayed in the pie chart section.
Click and then Advanced if you want to use filters other than Staffing Profile, Role, and Resources to open the Search for Staffing Profile Positions dialog box. The filters you have specified before clicking Advanced are preserved.

Provide the information for the other fields on which you want to filter.

Field Name	Description
Position Status	Select one or more position statuses. This filter displays all staffing profile positions that match the selected status(es). Choices include: `New`, `Requested`, `Partially Assigned`, `Soft Booked`, `Fulfilled`, and `Rejected`. If you leave this fields empty, PPM displays all positions except new positions. To search new positions, you should select `New` in this field.
Staffing Profile Status	Select one or more staffing profile statuses. This filter displays all staffing profile positions whose staffing profile status matches the selected status(es). Choices include: Active, In Planning, Cancelled, Completed, and Lock Down. Note that Approved and Baselined are not available.
Skill	Select one or more skills. This filter displays data for staffing profile positions that contain the selected skill(s).
Staffing Profile Manager	Select one or more staffing profile managers. This filter displays data for staffing profile positions controlled by the selected staffing profile manager(s).
Position Name (contains)	Specify a text string. This filter displays data for staffing profile positions that contain the specified text in the position name.
Resource Type	Select one or more resource types. This filter displays data for staffing profile positions that contain the selected resource type(s).
Only Keep Positions with Promises	Check this option to allow displaying only positions that contain promises allocations.

Click Search.

Advanced Filter in Table View

To set the advanced filter in the Table view:

Click the Filter For drop-down list.
Select Advanced.

The Search for Staffing Profile Positions dialog displays.
Provide the information for one or more fields on which you want to filter.

For field descriptions, see the tables in Work with Resource Allocation Management page.
Click Search.

Time period filter

Showing from<date>to<date> is the time period of the data displayed. The default time period displayed is one year, starting one month prior to the current month.

To change the time period:

Click Change Time Periods in the Gantt view or Change in the Table view located next to the displayed time period (Showing from <date> to <date>).
In the Change Time Periods dialog box, specify the Start Period and End Period dates.
Click Change.

Sort by staffing profile and staffing profile position

This is only applicable to the Table view of the Resource Allocation Management page.

By default, the list of staffing profiles and positions are sorted in alphabetical order by staffing profile. You can also sort by staffing profile position by clicking the Position header. The Sort icon () appears next to the header of the item on which the sort is taking place.

You can sort the staffing profiles or staffing profile positions in reverse alphabetical order by clicking on the appropriate header.