Conduct an Advanced Search in Resource Management

When you use an advanced search in Resource Management, you can enter multiple criteria to search for resources or plans. You can save the criteria of an Advanced Search to use for future searches, or access a previously saved personal or global search.

Prerequisite: Click the Clear button before you start a new search so that information from the previous search is not included in the new search.

To perform an advanced search, complete the following steps:

1. From the Vision Navigation menu, click Planning >  Resource Management > Resource Utilization or Generic Assignments.
2. Click Search to display the Employee lookup for Resource Utilization or the Plan lookup for Generic Assignments.
3. From the Display Type drop-down list, select Advanced.
4. From the Search Type drop-down list on the Advanced Search dialog box, select the search type such as Employee Name or Client Name.
5. Use the Operator option to specify a comparative operator.
6. Double-click the Search List field to display a dialog box that corresponds to your Search Type selection.
7. On the Search List dialog box, highlight the records that you want to display and then click Select.
8. Click the Cond field and then select one of the logical operators, AND or OR.
9. Use the Move Up and Move Down buttons to specify the order of your search criteria.
10. Use the Insert, Copy, and Delete buttons to modify your search criteria.
11. Optional. Select Active Only to display only those records whose status is currently Active.
12. Optional. Select Pending Accounting Review to display records with that status.
13. Click Search to return a list of all records that match your search criteria.
14. Optional. Click the Organize button and use the Organize dialog box to save the criteria for future searches.
15. Click Select All to display all records or highlight only those records that you want to display by pressing the CTRL key and clicking Select.