Searching Resources
You can search for resources to assign to one or more activities.
To search resources:
- Open one or more projects in the Projects section using one of the following methods:
- Click
Projects to open the last project or group of projects you were working with. - Click the
Projects menu and choose one of the most-recently used projects or group of projects. - Click the
Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
- On the Projects navigation bar, click
Team Usage. - On the Team Usage page:
- If more than one project is open, select a project from the Select Projects list.
- Click the Organized By list and select Roles.
- In the left pane, expand a project and select the role that the resource must be able to fill.
- In the right pane, select the Spreadsheet display option and select the project that contains the activities to which you want to assign resources.
- In the Resources dialog box:
- Select the Unstaffed and Staffed option to show all available activities in that project.
- Select the Select option for the activities to which you want to assign resources and click Search.
- In the Define Search Criteria section, specify search criteria.
- In the Define Sort Criteria section, specify criteria to sort the resources.
Note: You must select Sort results by availability to enable the options in this section.
- Click Save as Template if you would like to use this criteria as a template in the future.
- Click Run Search to display the resources that match these requirements.
- In the list of Resource Search Results:
- If you find a desirable resource, select the Select option for the resource and click Assign Resource.
- If you did not find a desirable resource, click Search and begin the search again.
- When you are finished, close the Resources dialog box.
Tips
- To search using a template, click Select Template in the Resources dialog box and select a template from the dialog box.
- To return to the resource staffing list, click Resource Staffing in the Resources dialog box.
- You can also search resources from the Resource Search Criteria page of the Open Requests for Resources portlet of the Dashboards page.
- In the search criteria, if you specify a primary role and no other role, only those resources who are available and are assigned that primary role will be included in the search results. To find all available resources who have the specified role assigned, even if it is not their primary role, leave the primary role text entry box blank and type the role you want to search for in the second text entry box of the role criteria section.
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