Search

Open a Request for a Resource dialog box

The Open a Request for a Resource dialog box displays by clicking Request Resources Request Resources in the Assignments dialog box.

In this dialog box, you can search for a resource to assign to an activity.

Request Resources Tasks

Search for a resource
  1. In the Open a request for a resource dialog box, select one of the following options to find a resource matching:


  2. To search by role:

  3. To search by proficiency:


  4. To search by resource code:
  5. Click OK.
Select a resource

To assign a specific individual to an activity without completing a search:

  1. Click Select a Resource Select a resource.

  2. Expand the resource tree and select the individual to assign to an activity.

  3. Click OK.
Controlling placement of the dialog box

You have full control of the placement of the Assignments dialog box in the Activities page. By dragging and dropping the dialog box or using the controls available in the title bar of the dialog box, you move, dock, or reduce the dialog box to a tab that displays, by default, under or can be moved to the right of the Gantt chart. See Customize activity views for more information.

Field Definitions

Find a resource matching:
All search criteria
Any search criteria
Provides options for searching for resources. Selecting All search criteria runs a search using all selected search criteria. Selecting Any search criteria runs a random search.
Roles
Opens the Select Role dialog box in which you can select from available organizational roles to use as criteria in searching for a resource.
Proficiency
Enables you to search for a resource based on level of expertise.
Resources
Opens the Select Resource dialog box in which you can select a resource to assign to a task.
Resource Codes
Enables you to search for a resource by resource code.
Save button
Saves your selections which display in the Assignments dialog box.
 
Cancel
Closes the dialog box without saving your changes.
Exit dialog  box - Exit
Closes the dialog box.