Allocate Resources Fields

The Allocate Resources window enables you to view and select the resources you want to allocate to a record.

Fields

The following table describes the fields displayed in the Allocate Resources window.

Fields in the Allocate Resources Window
Fields	Description
Search	Search for a resource you want to allocate to the record using two or more characters that appear anywhere in the resource's name.

The following table describes the columns displayed in the Available Resources table of the Allocate Resources window.

Columns in the Available Resources table
Column	Description
Accounts	The number of accounts associated with the resource.
Rank	The resource's rank, which is determined by the following criteria, in order: Role: Resources with the role of customer success manager are ranked the highest. Accounts: Resources with the lowest number of active accounts are ranked higher. Success Plans: Resources with the lowest number of active success plans are ranked higher.
Resource Name	The name of the resource.
Role	The role of the resource.
Success Plans	The number of success plans associated with the resource.
Time Zone	The time zone ID for the resource.

The following table describes the buttons available in the Allocate Resources window.

Buttons in the Allocate Resources window
Button	Name	Description
	Open Filters Panel	Opens the filters panel, which enables you to filter the resources available to allocate to the record by resource name, role, or time zone.
	Close Filters Panel	Closes the filters panel.

Concepts

Tasks