Filter the Allocation Section

The Allocation section of the Resource Review is where you can view the Resources in PowerSteering and their effort and availability as an overall number or by Project and Task. You can also use this page to assign Resources to work. The filter tool allows you to limit the information that is displayed in the Allocation section. This can be very helpful when you only want to manage Resources for a specific Role, Resource Pool, or Project.  

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.

To filter the Allocation section:

1. Select the Filters tab:

   

2. Select Allocation section:

   

3. Edit the filters:

   

   • 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 a 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 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.

   • 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.

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

   

   • 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.

5. 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.