How do I filter the unstaffed demand section?
Unstaffed demand is the bottom section of the Resource Review page. This is where you can view the roles and projects in PowerSteering and their effort and availability as an overall number or by project and task. You can also use this page to assign users to work. The filter tool allows you to limit the information that is displayed in the unstaffed demand section. This can be very helpful when you only want to do resource management for a specific role, resource pool or project. This article describes how to filter the unstaffed demand section of the Resource Review.
Note: The unstaffed demand section lists needs based on actual roles. If the need on the work has no role identified, it will not appear in the unstaffed demand section regardless of what filters are used.
Note: The unstaffed demand section can display 5000 projects at one time. If the filter results exceed this number, you will be prompted to revise the filter criteria. This threshold works for each filter independently, so if at least one of the filter's results exceeds 5000 projects, you will be prompted with the warning and further filtering will stop.
1. Click Filters
- Click Filters, select Unstaffed demand section. The page will drop to reveal the filter options.
2. Select Filter Options
- Click to select your filter options for the unstaffed demand section.
Role: This option allows you to choose any value, no value (for a null look up) or selecting a specific role to display.
Resource pool: This option allows you to choose any value, no value (for a null look up) or selecting a specific resource pool to display.
Status: This option allows you to select a status of projects to display.
Portfolio: This option allows you to select a portfolio that will then display all of the work associated with items in that selected portfolio.
Projects: This option allows you to select a project or set of projects that will then display all of the work associated with items for those projects.
Resource qualification tag(s): This option allows you to select values associated with the resource qualification tags to further limit the work that appears in the unstaffed demand section.
3. Click Apply Options
- Click Apply options to save your filter selection and update the data displayed in the unstaffed demand section.
4. View Unstaffed Demand Section
- View the data that is now displayed as a result of your applied filters.