Assign by Search Dialog Box of the Planning Page

Overview

Use the Assign by Search dialog box of the Planning page to search for and assign a resource using new search criteria or from a pre-existing template. You can also create a new search template. If this dialog box is used to assign a resource, a "Yes" will appear in the Search Criteria field on the Planning page; click Yes to display this search criteria used to find the assigned resource.

Screen Elements

Run Search link

Displays a list of available resource who meet the specified criteria.

Select Template link

Displays a list of preexisting search criteria from which you can select to search by.

Save as Template link

Saves the current search criteria as a template to use again.

Start field

The date you need the resource or role to begin working on the selected project.

Finish field

The date the resource or role is expected to finish working on the selected project.

Requested Units field

The number of resource/role units to assign to the project.

The time unit increment reflects the current settings of your global preferences, not the time unit display setting of the Planning page.

Show Results Matching field

Determines what criteria is used in your search.

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.

Roles field

The name of the roles to use in the 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 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 names of specific resources to use in the search.

The displayed hierarchy includes only those resources that belong to your access node, based on resource security, and current project resources. If you chose the option to show results that match all criteria, you can specify only one resource.

Resource Codes field

The specific codes to use in the search. 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.

Sort results by availability option

Determines whether to sort the results by resource availability.

Do not show overallocated resources option

Determines whether to show overallocated resources.

Show only labor resources option

Determines whether to show only labor resources. This option filters out nonlabor and material resources, which cannot be assigned on the Planning page.

Getting Here

  1. Click "" Resources.
  2. On the Resources navigation bar, click "" Planning.
  3. On the Planning page, select a project name then click "" Assign Resource Using Search.

Related Topics

About Resource Planning

Assigning Resources or Roles to Projects or WBS Elements


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