Resource Search Results Dialog Box

Overview

Use this dialog box to review results of your search and assign a resource from the list of resources that match your criteria.

Screen Elements

Return to Spreadsheet link

Closes the current dialog box and returns to the Spreadsheet view.

Start/Finish/Total Requested Units field

Displays the information about the activity from the Resource Staffing dialog box.

If more than one activity is selected in the Resource Staffing dialog box, this field displays the earliest actual/early start of all activities, the latest actual/early finish of all activities, and the total remaining units of all activities.

Requested Units/Time field

The units/time at which the resource is needed to work on the selected activity.

This field does not display if the activity has a resource curve assigned or when multiple activities are selected in the Resource Staffing dialog box.

Timescale list

Determines the timescale. Select from the following intervals:

  • Month/Week
  • Year/Month
  • Year/Quarter
  • Decade/Year
  • Financial Period

The available timescale options are determined by the selected summarization option on the General page of the Application Settings pane. The calendar timescale options are only available if the By Calendar option is selected. The Financial Period option is only available if the By Financial Periods option is selected. If both options are selected, you can select from a calendar or financial period timescale.

Resource Curve field

The field displays in place of Requested Units/Time if a curve is associated with this resource assignment.

This field does not display when multiple activities are selected in the Resource Staffing dialog box.

Select options

Determines whether to assign a known resource to the corresponding activity or search for a list of possible resources.

Resource Name field

The name of the available resources that match your search criteria.

Score field

The number of units the resource will have available after being assigned to the activity.

Calculated as Available Units of the resource across the expanded activity time frame minus Total Requested Units.

Resource Staffing link

Displays the Resource Staffing dialog box without saving any changes.

Search link

Displays the Search dialog box without saving any changes.

Assign Resource link

Assigns the selected resource to the current activity.

Getting Here

From the Analysis page:

  1. Click "" Resources.
  2. On the Resources navigation bar, click "" Analysis.
  3. On the Analysis page, click the Role Usage tab.
  4. Select a role and select to display the Spreadsheet.
  5. In the Spreadsheet, click a project name.
  6. In the Resource Staffing dialog box:
    1. Click the Unstaffed and Staffed option to show all activities.
    2. Select at least one activity and click Search.
  7. In the Resource Search Criteria dialog box, enter search criteria and click the Run Search link.

From the Team Usage page:

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Team Usage.
  3. On the Team Usage page:
    1. If multiple projects are open, select a project from the Select Project list.
    2. Click the Organized By list and select Roles.
      1. Expand a project and select a role in the left pane.
      2. Select the Spreadsheet option and click a project in the right pane.
  4. In the Resources dialog box:
    1. Click the Unstaffed and Staffed option to show all activities.
    2. Select one or more activities and click Search.
    3. Define search and sort criteria and click Run Search.

From the Dashboards page:

  1. Click "" Dashboards.
  2. On the Dashboards page, select a dashboard tab.
  3. On the dashboard tab, expand the Open Requests for Resources portlet and select a project or role name, depending on your customization options.
  4. On the Resource Staffing Details page:
    1. Click the Unstaffed and Staffed option to show all activities.
    2. Select one or more activities and click Search.
  5. On the Resource Search Criteria page, define search and sort criteria and click Run Search.

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