Perform a Project Planning Resource Search
Use the Project Planning resource search feature to enter specific information for a resource search, including an operator and a sub list for the type of search. You must perform a resource search before you can view the Resource Utilization or Employee Schedule.
To conduct a resource search, complete the following steps:
- From the Vision Navigation menu, click .
- On the Labor tab of the Project Planning form, click the Search grid option.
- Click the Named Resources tab and complete the fields on the tab.
- Click Insert to add a row.
- Specify additional criteria for searching, using the AND/OR conditional operators to establish the full search.
-
Click
Search to execute the search.
The matching resource information displays in the Results grid.
- Optional. Click a resource name to view the employee's data from the Employee Info Center.