Open a Request for a Resource Dialog Box of the Assignments Detail Window of the Activities Page

Overview

Use this dialog box to search for a resource to assign to an activity.

Screen Elements

Find a resource matching options

Determines what criteria is used in your search:

  • All search criteria: Finds a resource based on all selections of search criteria that you select or enter in the fields of the dialog box.
  • Any search criteria: Finds a resource based on a random criteria search.

Roles field

Determines the organizational roles to use as criteria in searching for a resource.

Proficiency field

The resource's proficiency at performing this role.

The values are 1 - Master, 2 - Expert, 3 - Skilled, 4 - Proficient, and 5 - Inexperienced. If you do not have the proper privilege, you cannot access this field.

Resources field

The resource assigned to a task.

Resource Codes field

The search query for a resource by resource code.

Primary Role field

The name of the primary job title or skill for the resource.

Getting Here

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Activities.
  3. On the Activities page, select an activity and click the Assignments detail window.
  4. In the Assignments detail window, click "" Request Resources (Ctrl+Alt+Q).

Related Topics

About Resources

About Roles

About Resource Codes

Requesting Resources for Activities


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