Filter the Allocation Section

The Resource Review page provides a centralized view of Resource allocation (effort) and availability across work items, as well as any unstaffed demand that currently exists.

The Allocation section (top section) displays PowerSteering Resources, as well as their current time assigned to work items ("Effort") and available time ("Availability"). "Effort" refers to the amount of Resource time that is assigned or allocated to PowerSteering work. It is the result of assigning Resources to work using Project Central. "Availability" refers to the amount of available time a Resource still has during the time period. This time can be allocated to PowerSteering work.

The Resources and work items displayed on the Resource Review page are a result of the filters that have been placed on the allocation section of the selected Resource Review Layout. The filters have a significant effect on each Resource's effort and availability, including whether you are viewing a Resource's true effort/availability or only effort/availability toward work items in the selected Portfolio.

Note: The Allocation section can display 500 Resources 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 500 Resources, you will be prompted with the warning and further filtering will stop.

Tip: If you would like to save your filters to view the Resource Review page through them in the future, consider saving them as a Resource Review Layout.

Tip: For information on filtering the Demand section, see Filter the Demand Section.

Note: The 2025R1.0 version of PowerSteering introduced the first phase of a new Resource Review user interface. The new user interface features a cleaner and more refined design that is much easier to use. PowerSteering users are encouraged to familiarize themselves with the new interface as much as possible because the legacy page will eventually be deprecated in a future release.

However, the current iteration of the new interface does not allow users to filter the Resource Review page. This will need to be done using the legacy Resource Review page until a future upgrade.

To filter the Allocation section:

Before You Start: All PowerSteering users can access the Resource Review page. However, users can only view the data through Resource Review Layouts they have saved themselves or that have been shared with all users. Additionally, users can only view work items and users that they have permission to view. For instance, users without the "View" Project Task permission on a work item will not be able to view the work item on the Resource Review page:

1. Select Review → Resource Review → your preferred Resource Review Layout from the Navigation Menu.

   

2. Select the Filters tab:

   

3. Select Allocation section:

   

4. Edit the filters:

   

   Select any of the filters below to learn more:

   Resource pool

   Use the drop-down menu to determine which Resource Pools will be displayed. Alternatively, select the blank space to ignore the filter.

   

   • Any value: Resources that belong to any Resource Pool will be included.

   • No value: Resources that do not belong to a Resource Pool will be included.

   • Select values: Select which Resource Pools will be included:

     

   Role

   These drop-down menus can be used to filter the Resources by their Role.

   The first drop-down menu determines whether the selected Role should be on the Resource's Profile or on the work they are assigned to:

   

   • On profile: Resources with the selected Role(s) on their profile will be included.

     Note: All of the Resource's work will be included in the Resource Review. This will give the Resource's full effort and availability for the selected period. If you do not want to display all of the Resource's work, consider selecting "On profile only" instead.

   • On profile only : Resources with the selected Role(s) on their profile will be displayed. Only work that they are assigned to under the specified Role(s) will appear.

   • On work: Resources with the selected Role(s) on the work they are assigned to will be included.

     Note: All of the Resource's work will be included, not just the Resource's work on the work item(s) in which they have the designated Role(s). This will give the Resource's full effort and availability for the selected period. If you do not want to display all of the Resource's work, consider selecting "On work only" instead.

   • On work only: Resources assigned to work under the selected Role(s) will be displayed. Only work that they are assigned to under the specified Role(s) will appear.

   • Either role or work: Resources with the selected Role(s) on either their profile or the work they are assigned to will be included.

     Note: All of the Resource's work will be included, not just the Resource's work on the work item(s) in which they have the designated Role(s). This will give the Resource's full effort and availability for the selected period.

   The second drop-down menu determines the actual Roles that will be included:

   

   • Any value: Any Resources with a Role will be included (on the Resource's profile or work, based on the selection in the first drop-down menu).

   • Select values: Resources with the selected Role(s) will be included (if the Role is on the Resource's profile or work, based on the selection in the first drop-down menu):

     

   Users & Groups

   Select the drop-down menu to only include selected users or groups:

   

   Allocated to work on portfolio

   When a Portfolio is selected from this drop-down menu, all of the work and Resources associated with items in that selected Portfolio will be included.

   Note: If the "Include projects from outside the portfolio" checkbox (below) is selected and a Resource has work assigned to them that is not part of the selected Portfolio, but is within the selected time frame, it will also be displayed to give the full picture of that Resource's effort and availability for the period. The display will also include dependent descendant works.

   Include projects from outside the portfolio

   When this is selected, non-Portfolio work items will be displayed for Resources if they have allocations toward them within the time period. If this is not selected, however, non-Portfolio work items will be completely filtered out of the Resource Review. Only Resource allocations toward work items in the selected Portfolio will be displayed.

   Allocated to project

   When work is selected from the window that appears, all of the work and Resources associated with it will be included.

   Note: If a Resource has work assigned to them that is not part of the selected work, but is within the selected time frame, it will also be displayed to give the full picture of that Resource's effort and availability for the period. The display will also include dependent descendant works.

5. (Optional) Select Advanced Filters to add some additional filters to Resources and work:

   

   Select any of the Advanced Filters below to learn more:

   Resource filters

   Use the drop-down menus to further limit the displayed Resources:

   

   Work filters

   Use the drop-down menus to limit the work displayed:

   

   Note: These filters will not affect the Resources displayed, only which work items are displayed for each Resource.

6. Select the Apply Options button:

   

After selecting Apply Options, the filters will be applied to the Resource Review.

Note: The filters will not be saved to the Resource Review layout unless you save the layout as well.