Generic Resource Assignments Search Results Grid

After you conduct a Generic Resource search, Vision displays the results in the Generic Resource Assignments grid.

Your configuration settings determine if this grid includes color coded graphical cues that help you quickly identify billable and non-billable projects, as well as hard booked, soft booked, and blended assignments.

To replace generic resource assignments with named employees, you must select the Allow to Change Assignments in Resource Management Screens option on the Planning Tab of Roles Security. Contact your Vision Administrator for more information.

Contents

Field	Description
Info Column	This column provides tips for the Generic Assignments grid. Roll your mouse over the icons in this column to view the tips.
Plus Sign or Minus Sign	The + sign in a grid row indicates the task is a parent task that contains related child tasks. Click the + to view the child tasks. The + changes to a - when the child tasks are open. Click the - to close the child tasks.
Plan Levels	The Plan Levels display the search results in plan, project, phase, task, and labor code levels. Vision displays the plans in alphanumeric, ascending order based on the Plan Details selection on the Show tab of Generic Resource Assignments. Right-click if you want to expand all or collapse all.
Resource	This column displays the generic resource search results. If there are multiple generic resources assigned to one plan level, Vision displays the individual generic resources on subsequent rows. When you are ready to replace a generic resource with a named resource, you can either use this drop-down or use Quick Find after you click in the cell to specify the named resource. Resource drop-down Use this drop-down list to specify a named resource for the task. Options are: Employee Lookup — Select this option to search for and select a resource from the Vision Employee lookup. Generic Resource Lookup — Select this option to search for and select a generic resource from the Vision Generic Resource lookup. Employee Search — Select this option to search for and assign a named resource to the task. Soft Book — This option displays for named resources if you select the Use Soft and Hard Booking for Employee's Planned Hours option. This option displays for generic resources if you select the Use Soft and Hard Booking for Generic Resources' Planned Hours option in Resource Management Configuration. Soft booked assignments are those for which an employee or generic resource is tentatively scheduled on a plan but the assignment has not yet been approved. Hard Book — This option displays for named resources if you select the Use Soft and Hard Booking for Employee's Planned Hours option. This option displays for generic resources if you select the Use Soft and Hard Booking for Generic Resources' Planned Hours option in Planning Configuration. Hard booked assignments are those for which an employee or generic resource is scheduled and approved on a plan.
Assignment Start	Vision displays the first date found for each assignment.
Assignment End	Vision displays the last date found for each assignment.
Planned Hours	Vision displays the planned hours for each generic resource row. If there are multiple listings for the same generic resource, Vision maintains separate rows so that you can view each resource's actual planned hours and assign the appropriate employee.