To view the allocation matches for a services resource

The procedure to view the allocation matches for a services resource is as follows:

1. Navigate to Quick Menu > Allocations > Configuration > Resources. The Resource Details window is displayed.
2. Expand a category heading and linked resource subtype from the alphabetical list and select an associated services resource, or enter its name into the Search Resources field. By default the list is filtered to show Current resources. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
3. Click on Matches and Offers. The Matches and Offers tab is activated, revealing all allocation matches identified for the services resource in the Matches summary table 1. Certain fields are worthy of special note and are captured in the table below.
4. Click on Close.

Tip

1 By default, all matches are displayed in chronological order; to aid in identification and analysis, rows can be reordered by clicking on any of the available headings.

Note

1 The Search Resources field will match against any element of the services resource description.

See related topics...

Services resource management overview

To view the application offers for a services resource

To add an action plan to a services resource