Overview
Use the Resources Search dialog box to search for resources who meet specific requirements.
Screen Elements
Resource Staffing link
Displays the Resource Staffing dialog box without saving any changes. This link is available only in the Resource Search Criteria dialog box.
Select Template link
Displays a list of preexisting search criteria from which you can select to search by. This link is available only in the Resource Search Criteria dialog box.
Save as Template link
Saves the current search criteria as a template to use again. This link is available only in the Resource Search Criteria dialog box.
Start field
The start date of the activity.
If more than one activity is selected in the Resource Staffing dialog box, this field displays the earliest actual/early start of all the activities. This link is available only in the Resource Search Criteria dialog box.
Finish field
The finish date of the activity.
If more than one activity is selected in the Resource Staffing dialog box, this field displays the latest actual/early finish of all the activities. This link is available only in the Resource Search Criteria dialog box.
Total Requested Units field
The number of work units the resource is being asked to perform on the activity.
If more than one activity is selected in the Resource Staffing dialog box, this field displays the total remaining units of all the activities. This link is available only in the Resource Search Criteria 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 options or list
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 random search criteria.
Role Status field
The name of the primary job title or skill for the resource.
Roles field
The name of the roles to use in a search.
Proficiency list
The skill level of the resource: Master, Expert, Skilled, Proficient, or Inexperienced.
Resources fields
The names of the resources used to search for a resource to staff the activity.
Resource Codes fields
The names of the resource codes used to search for a resource to staff the activity.
If you select the All search criteria option, you can specify only one code value for each resource code you select.
Define Sort Criteria area
The configurable fields used to define the sort criteria. This link is available only in the Resource Search Criteria dialog box.
Sort results by availability option
Determines whether to sort the results by resource availability. This link is available only in the Resource Search Criteria dialog box.
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. This link is available only in the Resource Search Criteria dialog box.
Do not show overallocated resources option
Determines whether to show overallocated resources. This link is available only in the Resource Search Criteria dialog box.
Run Search button
Displays a list of available resources who meet the specified criteria. This link is available only in the Resource Search Criteria dialog box.
Getting Here
From the Dashboards page:
- Click Dashboards.
- On the Dashboards page, select a dashboard tab.
- On the dashboard tab, expand the Open Requests for Resources portlet and select project or a role, depending on your customize options.
- On the Resource Staffing page:
- Click the Unstaffed and Staffed option to show all activities.
- Select one or more activities and click Search.
From the Assignments page:
- Click Projects or Resources.
- On the Projects navigation bar, click Activities, EPS, or Assignments.
- On the Resources navigation bar, click Assignments.
- Click the link in the Search Criteria column.
From the Activities page:
- Click Projects.
- On the Projects navigation bar, click Activities.
- Click the Assignments detail tab.
- Click the link in the Search Criteria column.