Advanced Search

Use the Advanced Search subtask to search for and add multiple resources using additional search criteria available within Costpoint Planning.

Resource Type

Employee

Select this check box to search for employee resources.

Vendor Employee

Select this check box to search for vendor employee resources.

Resource Search Criteria

Use fields in this section to select search criteria for finding team resources.

In the Resource Search Criteria section, you can search for resources using the following criteria:  

• Supervisor

• Home Organization

• General Labor Category

• Skill

• Credential

To successfully add resources using the Advanced Search, you must have already selected the assignment date range.

Supervisor

In this field, type the name of a the supervisor or click  to select the supervisor name using Lookup. Click Add Supervisor to add the results to the Selected Supervisors field.

To find the resource, the name of the supervisor must exactly match the name of the supervisor set for the employee. If you select only one supervisor, the resource search is performed using the "contains" operator. If you select more than one value, the "or" operator is used.

Organization

In this field, type the organization ID or click  to select it using Lookup. Click Add Organization to add the results to the Selected Organization field.

The organization does not have to exactly match the employee's organization. It will match any organization that is equal or below the organization ID you select. If you select multiple organizations, the resource search is performed using the "or" operator.

This search criteria does not apply to Vendor Employees.

General Labor Category

In this field, type the first number or two of the labor category or click  to select it using Lookup.  Click Add Labor Category to add the results to the Selected Labor Categories field.

To find the resource, the labor category has to match the labor category that is set for the employee. If you select only one labor category, the resource search is performed using the "contains" operator. If you select more than one value, the "or" operator is used.

Skill

In this field, type the skill name or click  to select it using Lookup. Click Add Skill to add the result to the Selected Skills field. 

The name of the skill does not have to exactly match the skills assigned to the employee. For example, if you select "C++" as the skill ID, the results will include resources assigned a sill of "Basic C++," because "C++" is contained within the ID.

The skills that display may vary depending on whether the Employee and/or Vendor employee was selected as the Resource Type.

Credential

In this field, type the credential name or click  to select it using Lookup. Click Add Credential to add the results to the Selected Credentials field. 

The name of the credential does not have to exactly match the credential assigned to the employee. For example, if you select "BA" as the credential, the results would include resources with a credential of "BAS."

Reset

Click Reset to clear the current search criteria.

Find Resources

Click Find Resources to search for resources using the selected search criteria.

Resources

The employee resources that matched your search criteria display in the Resources table. Select the row of resource you want to add or select the check box at the top of the first row to select all the resources. The Resource table displays basic information about each resource.

Clear

Click Clear to empty the table of the current result set.

Add Resources

Click Add Resources to add the resources that you selected to the Selected Resources table on the primary screen.