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Search for resources to assign

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When planning future resource allocation on the Plan Resources page, you can search for resources to assign.

You can either specify new search criteria or select a template to search using previously saved criteria. After specifying search criteria or choosing a saved template, you can run the search, review the search results and assign resources.

To specify new search criteria

  1. On the Plan Resources page, select the appropriate WBS element, then click Assign By search image at the top left of the Resource Planning spreadsheet.
  2. Enter or select search and sort criteria as defined in the following tables.
Tip: After entering your search and sort criteria, click Save as Template if you want to save the search criteria as a template for future use.

Define Search Criteria

Tip: A Global Preference setting determines the number of search criteria you can specify.
Start Displays the Start date for the selected item on the Plan Resources page. Click start date to edit this date.
Finish Click Finish Date to specify an assignment Finish date.
Requested Units

Enter the number of units you want to assign.

Note: The time unit increment reflects the current setting of your global preferences, not the time unit display setting of the Plan Resources page.
Show Results Matching Choose All search criteria to limit, or Any search criteria to broaden your results.
Roles

To specify a role, click .

Tip: To search, unless you specify only one resource and no other criteria, you must specify a primary role. When a single resource is selected with no other criteria, the search criteria will include the primary role of the resource you specify. If that resource does not have a primary role, a message displays to ask you to select a primary role.
Proficiency

Choose a proficiency level from the drop-down list or accept the default value, Any.

Note: To view this field, you must have the required privilege. If you do not have access and require it, contact the Administrator.
Resources

Click Assign resource to display the resource hierarchy and choose a resource to search for.

The hierarchy that displays includes only those resources that belong to your access node, based on resource security, and current project resources.

Tips: If you chose the option to show results that match all criteria, you can specify only one resource.
You can review resource allocation details from the Select Resource page. Select a resource, then click Show Detail.
Resource Codes

To specify a resource code, click .

Tip: If you chose the option to show results that match all criteria, you can specify only one code value for each resource code you select.


Define Sort Criteria

Sort results by availability Mark to sort the results list by resource availability.
Do not show overallocated resources Mark if you do not want to include currently overallocated resources in the results.
Show only labor resources Click to filter out nonlabor or material resources, which cannot be assigned on the Plan Resources page.
  1. Click Run Search.

See review search results and assign resources below to learn how to assign resources based on the search results.

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Select an existing search template

  1. On the Plan Resources page, select the appropriate WBS element, then click Assign by Search.
  2. Click Select Template. Select the template you want to use, then click Assign.
Refer to the previous search criteria and sort criteria field definition tables for information on the data contained in the template.
  1. Click Run Search.

Continue with the following section to assign resources based on the search results.

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Review search results and assign resources

Tips:

The following fields are also displayed on the Search Results page.

Note: Availability calculations are based on summary data and so are current as of the last date the summarizer was run for a project. Assignment changes within a project after that date will not be reflected until the project is again summarized from the Projects > Tools page. For more detail about summarized resource data, see Resource Data and Summarization.
Note: This value is always represented as hours, regardless of the increment specified for Requested Units when searching. Requested units, and the search results spreadsheet values, reflect the time unit setting of your global preferences.

Score is calculated as:

Available Units of the resource across the expanded assignment time frame – Total Requested Units

Expanded assignment time frame is determined by an Admin preference in the Project Management module that specifies the interval for summarizing and storing resource spreads at the Resource/Role Assignment level. For example, if the Resource/Role Assignment summarize interval is set to week, the search is expanded to start from the Sunday just prior to the search start date and end the Saturday immediately following the search end date.

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