Search for Resources

Use the Find Resources pane on the left side of Resource View to select the resources that you want to review or assign to projects in the Resource View grid.

When you create a search, you have the option to save it so you can use it in the future without having to specify the search parameters again. For example, you could create and save searches that return your underutilized resources, resources with a particular skill, or resources assigned to the projects that you manage.

A saved search is only available to the person who saves it. Other users cannot select it.

To select a set of resources to review or assign to projects:
  1. In the Navigation pane, go to the Resource Management section and click Resource View.
  2. If the Find Resources pane is not visible to the left of the grid, click in the upper-left corner of the page to display it.
  3. Do one of the following:
    • To use a saved search provided with DPS or to use one of your saved searched without making changes to it, select the search in Saved Searches. Continue with step 7.
    • To modify a previously saved search, select the search in Saved Searches and select the search on the drop-down list. Continue with step 4.
    • To create a new search, continue with step 4.
  4. To select resources by name, use Select Resources to select one or more individual resources. You can also enter one or more characters to search for resources with names that include those characters. When you select individual resources, you must select them one at a time, but you can select as many as you want.

    Note that Select Resources and the set of search fields under Find Resources function independently of each other. If you select specific resources in Select Resources and you also select search criteria under Find Resources, the search joins those two sets of criteria using an OR conjunction and returns resources that satisfy either set of criteria.

  5. To search for resources by type, do one of the following in Resource Type:
    • Leave the field blank to include both employees and generic resources in the search.
    • Click Employees Only to include only employees in the search.
    • Click Generic Resources Only to include only generic resources in the search.
  6. Use the other fields in the Find Resources pane to enter filter values to further restrict the list of resources that the search returns. If you enter search parameters and then decide that you want to clear all of them and start over, click x Clear All at the bottom of the pane.

    If Set details displays below a field, you can click that link to specify related attributes (one or more skill levels when searching for resources based on a skill, for example) to further refine the search results.

    DPS provides a default set of fields in the Find Resources pane. However, if you need to search based on values in other fields, you can click + Add Field at the bottom of the panel to add a field to the pane.

  7. To perform the search without saving it, click Search. To save the search so you can use it again in the future and then perform the search, click Save and do one of the following:
    • If you did not select a saved search in Saved Searches, the Save As dialog box displays. Enter a name for the search and click Save.
    • If you selected a saved search in Saved Searches, both a Save and a Save As option display. If you want to update the selected search with your changes, click Save. If you instead want to create a new saved search, click Save As, enter a search name in the Saves As dialog box, and click Save.
    Result: The resources returned by the search display in the grid.
  8. If you need to do additional searches to assemble the group of resources you want:
    1. In the Resource View grid, select the check box next to each resource in the search results for which you want to review or enter planning information.
    2. Click Pin Selected on the toolbar. Result: DPS saves the group of pinned resources so you can retrieve them later.
    3. Repeat steps 3 - 8 to perform another search and pin additional resources.
    4. When you have pinned all resources you want, click Pinned on the toolbar, and click Show in Grid in the Pinned dialog box to display the full group of pinned resources in the Resource View grid.
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