Contents of the Find Resources Pane

Use the fields and options in the Find Resources pane in Resource View to find and select the resources that you want to assign to projects or for which you want to enter or review planned hours.

The fields described below either display by default on the Find Resources pane or you can click + Add Field to add them to the pane. Note, however, that if your firm does not set up any valid values for a default field that requires a drop-down selection list, that field does not display in the pane. If valid values are set up for it later, it then automatically displays in the pane.

Most search fields have one or more of the following operator options that you select either from the operator drop-down list at the left end of the field or by clicking Special Selections on the drop-down list for the field itself:

• Equals: Search for records that have a value in the field that exactly matches one of the values in the search field.
• Not Equal: Search for records that have a value in the field that does not match any of the values in the search field.
• Starts With / Contains: If you enter one character in the search field, search for records that have a value in that field that starts with that character. If you enter more than one character in the search field, search for any records that have a value in that field that contains those characters.
• Is Empty: Search for all records for which the field is blank.
• Is Not Empty: Search for all records for which the field is not blank.
• Is Me: For employee fields, search for records that have you in that field. For example, to find employees for whom you are the supervisor, you could select the Is Me option for the Supervisor search field. (Use the Not Equal operator along with this one to do an "is not me" search.)
• Is Mine: For full organization or organization level search fields, search for records for which the organization matches the organization to which you are assigned in the Employees hub. (Use the Not Equal operator along with this one to do an "is not mine" search.)
• Is Active Company: For a full organization search field or organization 1 search field, search for records for which the organization 1 matches the current active company (the currently selected company). (Use the Not Equal operator along with this one to do an "is not the active company" search.)

Contents

Field	Description
Saved Searches	Click in this field to select and start a predefined resource search provided by Deltek or one of your previously saved resource searches. Deltek provides the following saved searches: All Resources: This search returns all active employees and generic resources. All Employees: This search returns all active employees. Employees I Supervise: This search returns all active employees for whom you are the supervisor. Generic Resources: This search returns all active generic resources. Resources in My Organization This search returns all active employees and generic resources that are assigned to the same organization as you are. The search looks for matches of your full organization ID. If you are not using organizations in Deltek, this search is not available.
	To rename a saved search, select that search in Saved Searches and click this icon to the right of the field. In the Rename Search dialog box, enter the new name and click Save. This icon only displays if you select a saved search.
	To delete a saved search, select that search in Saved Searches and click this icon to the right of the field, and click Delete when you are asked to confirm the deletion. This icon only displays if you select a saved search.
Select Resources	To select one or more resources by name, do any of the following: The resources available in the drop-down list for this field are filtered based on your selection in Resource Type. In addition, if you enter values in Organization Name or Labor Category, only resources that also satisfy those filter values are available for selection in this field. (Because you are not required to assign generic resources to an organization, the generic resources in the list include both those that satisfy the organization filter and those that are not assigned to an organization.)
Resource Type	If this field is blank, the search includes both employees and generic resources. To restrict the search to only generic resources or only employees, select that option in this field.
Status	To restrict the search to resources with a specific status (only those with the Active status, for example), select the status.
Utilization	If your search includes named resources (Resource Type is either blank or contains Employees Only), use this field to search for employees that are either under-utilized or over-utilized: If this field is blank, the search does not consider utilization. Select Over-utilized only to return named resources with planned hours that exceed their target utilization range. Select Under-utilized only to return named resources with planned hours that are less than their target utilization range. This search option does not apply to generic resources. They are either included or excluded based on your other search criteria.
Supervisor	To search for employees based on their supervisors, select one or more supervisors in this field. If you select Generic Resources Only in Resource Type, you cannot search based on supervisor.
Organization Name	To search for resources based on their organization, select one or more organizations in this field. For example, you could search for resources that are assigned to any of three organizations that you select in this field. If you select one or more organizations in this field, the drop-down list for the Select Resources field only contains those resources that are assigned to the selected organizations. Be aware that generic resources are not required to have an organization. If you search for generic resources based on organization, the search returns all generic resources assigned to the organizations you specify, and it also returns all generic resources that have no organization.
Labor Category	To search for resources based on their labor category, select one or more labor categories in this field. For example, you could search for resources that are assigned to any of three labor categories that you select in this field. If you select one or more labor categories in this field, the drop-down list for the Select Resources field only contains those resources that are assigned to the selected labor categories.
Skills	To search for named resources based on their skills, select one or more skills in this field. If you select Generic Resources Only in Resource Type, you cannot search based on skills. If in addition to specifying skills, you want to specify the desired or required skill level (years of experience or level of proficiency using a skill, for example), click Set details above the Skills field to display the Set Skill Levels dialog box. There, you can select one or more skill levels and skill usage descriptions (how frequently a resource uses the skill or how long he or she has used the skill) so that the search only returns resources with skills that match those level and usage requirements. You can also use the dialog box to add other skills to the search criteria. ( displayed next to Set details indicates that some skill levels have been set for the search.)
Title	To search for named resources based on their job titles, select one or more titles in this field. If you select Generic Resources Only in Resource Type, you cannot search based on job titles.
Credentials	To search for named resources based on their certification and licenses, select one or more credentials in this field. If you select Generic resources only in Resource Type, you cannot search based on credentials. If in addition to specifying a credential, you want to specify the state or province in which the credential is valid or you want to specify that the credentials cannot expire before a particular date, click Set details above the Credentials field to display the Set Credentials Details dialog box. You can also use the dialog box to add other credentials to the search criteria. ( displayed next to Set details indicates that some credential details have been set for the search.)
Citizenship	To search for named resources based on their citizenship, select one or more citizenship statuses in this field. If you select Generic resources only in Resource Type, you cannot search based on citizenship.
Location	To search for named resources based on their location, select one or more locations in this field. If you select Generic resources only in Resource Type, you cannot search based on location.
+ Add Field	Deltek provides a default set of fields in the search pane. However, if you need to filter the resource search based on values in other fields, you can add them to the dialog box. To add a field, click + Add Field at the bottom of the dialog box and select the new search field in the field that displays. In some cases, you can also delete fields from the search pane that you never expect to use. However, you cannot delete any of the default fields. To delete a field, hover over the field and click X to the right of the field name. When you add or remove fields and click Save or Search, that new set of fields becomes the default set for any new searches you create. The changes do not affect the fields that are available when you edit an existing saved search that used a different set of fields. Adding or removing fields on the search pane only affects the fields displayed for your custom searches. It does not affect other Deltek users.
x Clear All	If you enter search parameters and then decide you want to clear all of them and start over, click x Clear All at the bottom of the search pane. Deltek removes entries from all fields. It also removes any fields that are not in the default set of fields.
Search	To perform the search without saving it, click Search. If the results are not what you want, make the necessary changes to the search parameters and click Search again.