Allocate Resources Window 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.

Columns

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.
Matching Skills	The skills associated with the resource that match the playbook skills selected in the Filters panel. This column is available on playbook records only.
Playbooks	The number of playbooks 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. Success plans: Resources with the lowest number of active success plans are ranked higher. Playbooks: Resources with the lowest number of active playbooks are ranked higher. Note: The success plans with completed or archived status and the playbooks with completed or canceled stages are not considered during resource allocation ranking calculations.
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.

Buttons

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, team, or time zone.
	Close Filters Panel	Closes the filters panel.

Filter Fields

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

Filter Fields in the Allocate Resources Window

Field	Description
CS Cloud Resource	Search for and select one or more CS Cloud resources to view in the Available Resources table.
CS Skill Sets	If selected, the resources with the matching CS skill sets are displayed in the Available Resources table. The skill sets listed are relevant to the current playbook. This filter is only available on playbook records that have skill sets associated with them.
Individual Skills	If selected, the resources that match the individual skill are displayed in the Available Resources table. The individual skills listed are relevant to the current playbook. This filter is only available on playbook records that have skills associated with them.
Match All Playbook Skills	If selected, the resources that have all of the selected playbook skills are displayed in the Available Resources table. If not selected, the resources that have at least one of the selected playbook skills are displayed in the Available Resources table. This filter is only available on playbook records that have skills associated with them.
Match or Exceed Skills Ratings	If selected, the resources whose skill ratings match or exceed the ratings of the skills that they have in common with the selected playbook skills are displayed in the Available Resources table. This filter is only available on playbook records that have skills associated with them.
Resource Pool	Search for and select one or more resource pools to view its members in the Available Resources table.
Role	Search for and select a role to view the resources associated with it in the Available Resources table.
User: Time Zone	Search for and select a time zone to view the resources associated with it in the Available Resources table.