Contents of the Select Resource Dialog Box

Use the fields and options to configure the Select Resource dialog box.

Selection Criteria

Field	Description
Apply	Click to filter the resource hierarchy.
Clear	Click to clear the filter.
Skill Filter	This field contains a list of skills that you can use to filter the hierarchy of available resources that is displayed: < All Skills >: When selected, all resources are displayed in the Resources list, and are available for selection on the activity. Specific Skills: The remaining entries in the list are the skills that have been defined for resources in your company. When you select a skill in the list, the list of available resources is updated to display only those resources possessing the selected skill. You can select multiple skills by holding down the Ctrl or Shift keys while making a selection, in which case, the Resources list displays only those resources who possess all the selected skills. When a skill is specified on the Resources tab of the Activity Details dialog box, that skill is selected by default on this dialog box to display only those resources who possess the selected skills. Once you have selected a skill, click Apply to filter the resource hierarchy.
Resource Category Filter	This field contains a list of resource classes that you can use to filter the hierarchy of available resources that is displayed: All Resource Categories: If you select this value, Open Plan does not limit the display of available resources to those with a specific resource category. All resource categories are displayed. This is the default selection. Labor: If you select this value, Open Plan displays only labor resources in the hierarchy of available resources. Material: If you select this value, Open Plan displays only material resources in the hierarchy of available resources. Other Direct Costs: If you select this value, Open Plan displays only other direct cost resources in the hierarchy of available resources. Subcontract: If you select this value, Open Plan displays only subcontract resources in the hierarchy of available resources. Skills: If you select this value, Open Plan displays those skills defined for the resource file in the Skills dialog box. Once you have selected a resource class, click Apply to filter the resource hierarchy.
Hide Unreferenced Resources	Selecting this option and clicking Apply allows you to hide resources that are not used in your project. This feature is useful if you always use the same group of resources for the project.
Display Only Available Resources	When you select this option and click Apply, Open Plan provides the following information about available resources that meet the selection filters: Resources that are 100% available for the specified date range are listed with no additional information. Resources that are available but who have less than 100% availability are listed with the minimum and maximum availability during the required period. If no resources are available to meet the resource requirements of the activity, Open Plan displays the earliest date on which each resource meeting the selection filters is available. When determining a resource's availability, Open Plan considers not only the current project, but also any other projects with equal or higher priority that share the same resource pool and for which Open Plan saves summary resource information. In general, resource availabilities that are reserved for another project are not displayed when this option is selected. However, when an activity is part of an external subproject, Open Plan displays resources that have been reserved for the following elements of the hierarchical project: The subproject to which the activity belongs Any higher-level external subprojects The master project Open Plan also displays the Early Start and Early Finish dates of the activity. This information is useful in the event that no suitable resource is available during the specified date range. For example, assume that the early dates for the activity are as follows: Early Start: 02Feb02 Early Finish: 15Feb02 Assume, too, that a resource with the required skills is not available until February 23. Under these circumstances, you might want to change either the skills required for the activity or the logic of the project so that the early start date for the activity coincides with the dates when the resource is available. When performing multiple assignments, this option is disabled.
Code	If one or more code files have been assigned to the resource file, you can filter the display of available resources using a selected code. When you select a code file in this field, the Code Filter field is populated with the codes that you can use to filter the view. Clicking the ellipsis button displays the Select Code dialog box that allows you to filter the displayed codes in the Code Filter list. (This is useful if you are dealing with a very large, hierarchical code file.)
Code Filter	When you select a code file from the Code field, the Code Filter list displays the codes available in the code file. Selecting a code from the list and clicking Apply filters the display of resources by that code.

Buttons

The table below provides information about the buttons in this dialog box.

Button	Description
OK	Click this button to mark the selected resource(s) for inclusion.
Cancel	Click this button (before clicking OK) to close  the dialog box without selecting any resources.
Find	Click this button to display the Find dialog box that you can use to find a resource with a specified ID or description.
Find Next	Once you have located a resource using the Find button, click the Find Next button to locate the next resource that meets the same search criteria.
Expand All	Click this button to fully expand the resource hierarchy. You can selectively expand portions of the hierarchy by clicking the appropriate icon.
Select All	Click this button to select all resources in the hierarchy.
Clear All	Click this button to clear the selection for all resources in the hierarchy.
Help	Click this button to display this Help topic.