Resource Search Criteria Dialog Box

Overview

Use the Resources Search dialog box to search for resources who meet specific requirements.

Screen Elements

Return to Spreadsheet link

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

This link does not appear if you arrive at this page from the Open Requests for Resources portlet from the Dashboard page.

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.

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.

Define Search Criteria area

The configurable fields to define the search criteria. Defining search criteria enables you to more accurately identify the type of resource required to staff the role.

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.

Primary Role field

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

Roles field

The name of the role(s) to use as search criteria. A Primary Role must be identified.

Proficiency field

The skill level of the resource: Master, Expert, Skilled, Proficient, or Inexperienced.

Resource field

The name for the resource. Click the name of a resource to view their usage in a spreadsheet or histogram format.

Resource Code field

The name of the resource code.

Define Sort Criteria area

The configurable fields used to define the sort criteria.

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.

Compute availability for date range options

Determines whether to search availability based on the activity start and finish or by a custom date that you enter.

If multiple activities are selected in the Resource Staffing dialog box the Activity Start to Finish option uses the earliest early start date and the latest early finish date of all assignments.

Resource Staffing link

Displays the Resource Staffing dialog box without saving any changes.

Run Search link

Displays a list of available resource who meet the specified criteria. See Resource Search Results Dialog Box.

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.

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.

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 more than one project is 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.
    3. 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.

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 project or a role, depending on your customize 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.

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