The Open a Request for a Resource dialog box displays by clicking 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
- In the Open a request for a resource dialog box, select one of the following options to find a resource matching:
- All search criteria - finds a resource based on all selections of search criteria that you select from or enter in the fields of the dialog box
- Any search criteria - finds a resource based on a random criteria search
- To search by role:
- Click Select a Role
.
- In the Select Role dialog box, expand the role tree and select the role on which to search.
- To search by proficiency:
- From the Proficiency menu, select the proficiency level on which to search.
- To search by resource code:
- Click Select a Resource Code
.
- Expand the resource tree and select the resource code on which to search.
- Click OK.
Select a resource
To assign a specific individual to an activity without completing a search:
- Click Select a Resource
.
- Expand the resource tree and select the individual to assign to an activity.
- 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.
- Saves your selections which display in the Assignments dialog box.
- Closes the dialog box without saving your changes.
- Exit
- Closes the dialog box.