Open a Request for a Resource Dialog Box

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

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.

Getting Here

  1. Click "" Resources.
  2. On the Resources navigation bar, click "" Assignments.
  3. On the Assignments page:
    1. Click a resource.
    2. Click the Yes or No link in the Search Criteria column.

      Note: If the Search Criteria column is not visible, click "" Customize Columns. In the Customize Columns dialog box, expand General and double-click Search Criteria to move the column to the Selected Columns list. Click OK.

Or:

  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:
    1. Click a resource.
    2. Click the Yes or No link in the Search Criteria column, or click "" Request Resources (Ctrl+Alt+Q) in the toolbar.

Related Topics

Working with Resource Assignments in the Gantt Chart

Viewing Assignment Unit and Cost Spreads

About Resource Assignments


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