Filter the Demand 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 Demand section (bottom section) lists the current unstaffed demand for Resources on PowerSteering work items.

In PowerSteering, "demand" refers to unstaffed positions on work items. It occurs when a Role has been assigned to a work item, but no Resource.


In this example from Project Central, the "QA Engineer" Role has been selected for the "Delivery" work item. However, no Resource has been added to the "Assignments" column. This results in unstaffed demand for the Role of "QA Engineer" on the work item.

The Roles and work items displayed on the Demand section of the Resource Review page are a result of the Demand section filters.

Note: The Demand section can display 5000 work items 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 work items, you will be prompted with the warning and further filtering will stop.

Tip: If you would like to save your filters, consider saving the Resource Review Layout.

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

    Note: The layouts above the gray line are layouts that have been shared with you. The layouts below the line are your own private layouts.

    Note: Speak to a PowerSteering administrator if you are unsure about which layout to use.

  2. Select the Filters tab:

  3. Select Unstaffed demand section.

  4. Edit any of the available filters.

    Select any of the filters below to learn more:

    Use the drop-down menu to determine which Roles will be included.

    Note: Selecting the blank space will exclude all Roles, which will filter out all unstaffed demand from the Resource Review page and cause the Demand section to disappear.

    • Any value: Unstaffed demand for all Roles will be included.

    • Select values...: Select which Roles will be included. Only unstaffed demand from the selected Roles will be included in the Demand section.

    Use the drop-down menu to filter the unstaffed demand by Resource Pools. Only unstaffed demand that has been assigned to the selected Resource Pools will be included.

    Example: The unstaffed demand section has been filtered to only include the "Tech Center" Resource Pool.

    This means that unstaffed demand will only be included on the Resource Review page if the "Tech Center" Resource Pool has been selected for it in Project Central.

    Note: Select the blank space to ignore Resource Pools while filtering unstaffed demand.

    • Any value: Only unstaffed demand with a selected Resource Pool will be included. If no Resource Pool has been selected for the Role, the unstaffed demand will be filtered out.

    • No value: Only unstaffed demand without a selected Resource Pool will be included. If a Resource Pool has been selected for the Role, the unstaffed demand will be filtered out.

    • Select values...: Select which Resource Pools will be included. Only unstaffed demand that has been associated with one of the selected Resource Pools will be included.

    Use the drop-down menu to filter the unstaffed demand by work Statuses. Only unstaffed demand that has been assigned to work items with the selected Status will be included.

    Note: This filter applies to the work item that the unstaffed demand is directly assigned to, not its displayed parent work.

    Note: Select the blank space to ignore work Statuses while filtering unstaffed demand.

    Use the drop-down menu to filter the unstaffed demand by Portfolios. Only unstaffed demand that belongs to work items of the selected Portfolio will be included.

    Note: This filter applies to both the work item that the unstaffed demand is directly assigned to and its displayed parent work.

    Use this field to filter unstaffed demand by the work items it is assigned to. Only unstaffed demand that belongs to the selected work items will be included.

    Note: This filter applies to both the work item that the unstaffed demand is directly assigned to and its displayed parent work.

  5. Use the "Resource qualifications (tags)" drop-down menus to filter the unstaffed demand by any Resource Qualification Tag values.

    Note: Resource Qualification Tag values can be associated with unstaffed demand on Project Central.

    In the example above, "Skills" is a Resource Qualification Tag that has been added as a column to a Project Central Layout. Both "Java" and "PMI" are the values that have been selected for the Tag.

    Note: Resource Qualification Tags must be configured through Resource Planning in order to appear as filters.

    The following options are available for each Resource Qualification Tag.

    Note: Select the blank space to ignore the Resource Qualification Tag while filtering unstaffed demand.

    • Any value: Only unstaffed demand with any value(s) selected for the Resource Qualification Tag will be included.

    • No value: Only unstaffed demand with no values selected for the Resource Qualification Tag will be included.

    • Select values...: Select which Resource Qualification Tag values will be used to filter the unstaffed demand. Only unstaffed demand with all of the selected values will be included.

      Tip: Make sure to only select one value for Resource Qualification Tags that do not allow multiple values. Unstaffed demand must contain all selected values to be included, so selecting more than one value for these Tags will filter out all unstaffed demand.
      For example, imagine a "Proficiency" Resource Qualification Tag that only allows users to select one value: "Entry", "Junior", or "Senior". Pam decides to filter the unstaffed demand by "Entry" and "Junior" because she wants to see all of the non-Senior unstaffed demand.

      Unfortunately, this does not yield the results that Pam is looking for because the filter will only seek out unstaffed demand that contains both values. It will not find any results because only one value can be selected for the "Proficiency" Tag in Project Central.

      Therefore, all unstaffed demand will be filtered out.

  6. Select the Apply options button.

After selecting Apply options, the filters will be applied to the Demand section of the Resource Review page.

Tip: If you would like the filters to be applied to the Demand section whenever a user selects the Resource Review Layout, you will need to save the Resource Review Layout.