Locating Resources

Access the Work With Resource Assignments form.

Work With Resource Assignments form

Review the work tasks for the scheduled date range.

To locate resources:

  1. On the Work With Resource Assignments form, verify the Resource Type field in the Resource Search region.

  2. Click the Find button in the Resource Search region.

    The list box following the search area displays the available resources in a folder, labeled by resource type. If a resource is set to inactive on the resource master, it does not appear.

  3. To view the availability of the resource for the scheduled period, click the name of the resource.

  4. Select the Assignments or Availability tab to review the resource capacity, load, and availability.

    The resource assignment tree in the lower-right area of the form displays assignments or availability for the resource for every day or week of the scheduled period. The availability information is based on the calendar information that is associated with the resource.