Assigning Resources in Resource Request Staffer

To assign resources to resource requests in Resource Request Staffer:

1. Go to the Resource Request Staffer tab.
2. [Optional] From the Match Results tab, click to open the Filters panel where you can apply criteria to filter the resource requests displayed in the grid. Any resource requests that do not match all the filter criteria are removed from the grid and deselected. For more information, see Filters Panel.

3. Select the resource requests with the matched resources that you want to assign. You can select a maximum of 2,000 resource requests.

   Tip:

   Click Show Selected in the grid's toolbar to display only the selected resource requests. To display all the resource requests that match the filter criteria again, click Show All.

   You can group resource requests and select the group's checkbox to select all of the resource requests within the group. This will override any manually reordered resource requests.

4. Click Assign Selected. Assigned resource requests are removed from the Match Results tab. An assignment is created for each assigned resource request.

Note:

You cannot assign a resource to a resource request that is not linked to a project.

This process runs in the background. You can continue working on the Resource Request Staffer or another page. You are notified when the process is complete.