Assign by Search Dialog Box of the Planning Page

Overview

Use the Assign by Search dialog box of the Planning page to search for and assign a resource using new search criteria or from a existing template. You can also create a new search template. If you use this dialog box to assign a resource, on the Planning page the Search Criteria field for each row you assigned will show Yes . On the Planning page, you can click the Yes link in the Search Criteria field for an assignment to see the search criteria used to find the resource for that assignment.

Screen Elements

Start field

The date the resource or role is expected to begin working on the selected project.

Finish field

The date the resource or role is expected to finish working on the selected project.

Requested Units field

The number of resource or role units to assign to the project.

Match options

Determine what criteria are used in your search.

All applied: List resources which meet all the search criteria you specify.

Any applied: List resources which match any of the search criteria you specify.

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.

Unless you specify only one resource and no other criteria, you must specify a primary role. When you select a single resource with no other criteria, the search criteria will include the primary role of the resource you specify. If a resource you select does not have a primary role, P6 will prompt you to select one of the resource's roles to use for the assignment.

Proficiency field

The skill level of the resource. If you do not have appropriate privilege, you cannot access this field.

Resources field

The names of the resources to use in a search.

The displayed hierarchy includes only those resources to which you have access based on resource security and project resources. If you select the option to show results that match all criteria, you can specify only one resource.

Resource Codes field

The names of the resource codes used to search for a resource to staff the activity.

If you select the all applied option, you can specify only one code value for each resource code you select.

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.

Show only labor resources option

Determines whether to show only labor resources. Select this option to filter out nonlabor and material resources from the search results. You cannot assign nonlabor or material resources on the Planning page.

Save Template button

Saves the current search criteria as a template to use again.

Copy from Template button

Opens the Select Template Search dialog box.

Run Search button

Displays a list of available resources that meet the specified criteria.

Getting Here

Click Resources.
On the Resources navigation bar, click Planning.
On the Planning page, select a project.
Select Assign..., and then select Resource Requests.

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