Filtering Positions on Staffing Profile page

Filtering Positions in the New UI

You can quickly filter positions by position status. Clicking a specific status filters the positions in that status. Clicking Total Positions lists all the positions in the staffing profile.

You can also filter positions in the New UI of the Staffing Profile page by advanced filters:

  1. Click to open the dialog box as follows:

  2. Provide the filter criteria as described in the following table.

    Filter Name Description
    Position Name Filters the positions that contain the name you specify.
    Role Filters the positions whose roles are as specify.
    Resource Pool Filters the positions that draw resources from the resource pool or resource pools you specify.
    Include Blank Resource Pool

    If you select this checkbox, the positions that have no resource pool specified are filtered.

    Resources Filters the positions that contain the resource or resources you specify.
    Resource Type Filters the positions that contain the resource or resources pf the type you specify.
    Promise If you select this checkbox, the positions that have promise assigned are filtered.
    Unmet Demand no less than Filters the positions whose unmet demands are equal to or greater than the number of FTE you specified.
    Over allocation no less than Filters the positions whose over-allocations are equal to or greater than the number of FTE you specified.
    From _ To _

    The time range when unmet demand or over-allocation occurs.

    These two filters are enabled only when you select the Unmet Demand no less than or Over Allocation no less than checkbox. By default, the time range is the same as that of the staffing profile.

  3. Click .

    The positions that meet the filter requirements are listed. The specified filters are displayed in the pie chart section.

Note: You cannot filter positions that have unmet demands or over allocations in the New UI. If you want to do so, switch to the Legacy UI.

Filtering Positions in the Legacy UI

In the Legacy UI of the staffing profile page, positions can be filtered by one or more of the following entities:

  • Position/Resource
  • Status
  • Resource pool