You can specify search criteria to select a suitable resource to assign to a project or WBS element. When you assign a resource using a search, the Search Criteria column on the Planning page provides a link to the search criteria used to assign the resource.
To search for a resource to assign:
- Click Resources.
- On the Resources navigation bar, click Planning.
- Select a project or WBS element.
- Click Assign...
and select Assign Resource Using Search. - In the Assign by Search dialog box:
- In the Start and Finish fields, select the start and finish of the time frame you want to search for resource availability.
- In the Requested Units field, enter the number of units you require the resource to work.
- On the grid, select the roles and proficiency levels for each role that you require the resource to be able to fulfill.
If you select multiple search criteria, select whether to Match all applied or any applied criteria.
You can also specify a resource and a resource code.
Note: You can save your search criteria to a template if you might need to use them again. To assign other resources using the same criteria, you can copy the search criteria from the template.
- Click Run Search.
- In the Assign by Search results:
- Select the resource to assign.
- Select Assign.