Staffer Fields

Here is a description of the fields, buttons and icons on the stafferA graphical tool that allows you to visually match resources to resource requests and then add resources to the requests..

Fields

Field Description
Start Date Filters the resource requests based on the start date.
Search drop-down list and field Filters the resource requests and resources based on criteria you specify. You can use the Advanced option to search in specific fields.
Schedule Pattern Allows you to change the schedule pattern for the resource requestA means of asking for resources for a project or an opportunity.. You can select one of the following options: 
  • Select Calculate End Date, Level Schedule: Calculates the end date taking into account holidays and other assignments that the resourceA contact that works on a project. has.
  • Select Calculate End Date, Ignore Availablity: Calculates the End Date ignoring any holidays or other assignments that the resource has.
  • Adjust Hours Per Day: Calculates the hours per day based on the project end date and the Scheduled Hours. The Scheduled Hours are distributed evenly between the start and end dates.
  • Custom: Calculates the end date based on hours you enter in the Day fields. For instance, if you want the resource to work on the assignmentConnection between a resource and a project. for four days a week you can enter hours in the day fields to calculate the end date based on a four day week. After selecting this option, a popup window appears where you can enter this information.

Buttons

Button/Icon Description
Hold Holds the selected resource. When you hold a resource, a schedule is created, the resource is in the held state and no assignment is created.
Schedule Schedules the selected resource.
Worksheet/Plan Swaps the view in the Worksheet section between the worksheet and the plan.

Icons

Icon Description
Zooms the time period shown on the worksheet to match the time period covered by the resource request.
Zooms in the timeline.
Zooms out the timeline.
Removes the resource from the resource request.
Expands the section to fill the staffer page.
Collapses the section to it's initial position on the staffer page.

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