Viewing Staffing Profiles

Staffing profiles can be reached most easily from the Staffing Profile List portlet.

Figure 4-6. Staffing Profile List portlet

Users with the View or Edit access to staffing profiles can add the Staffing Profile List portlet to their PPM Dashboard.

You can also reach staffing profiles by using the search box or Search Staffing Profiles page.

Using Search Box

The search box is used to locate and open staffing profiles based on staffing profile names that contain the specified text. Use the search box if you know the name of the staffing profile or want to search for one or more staffing profiles that use a particular phrase or fragment of text in its name. The search box is located in the upper-right corner.

To locate and open a staffing profile using the search box:

  1. Log on to PPM.

  2. In the search box, located on the right side of the menu bar, type @ followed by the text to search for in the staffing profile name. When you start typing the text, a submenu appears (the search is not case-sensitive).

  3. Once you have finished typing your search text, select Search for staffing profiles: <search_text>.

    If the search text matches only one staffing profile name, the Staffing Profile page for that staffing profile opens.

    If the search text matches more than one staffing profile name, the Search Staffing Profiles page opens, displaying a list of staffing profiles with matching names. Click the name of a staffing profile to open its Staffing Profile page.

Using Search Staffing Profiles Page

Use the Search Staffing Profiles page if you want to search for a staffing profile based on criteria such as staffing profile type or staffing profile status.

To locate and open a staffing profile using the Search Staffing Profiles page:

  1. Log on to PPM.

  2. From the menu bar, select Search > Staffing Profiles.

    The Search Staffing Profiles page opens.

  3. Provide search criteria in the appropriate fields.

  4. Click Search.

    The Search Staffing Profiles page reloads, displaying the results of your search.

  5. Click the name of a staffing profile to open its Staffing Profile page.