| Field | Description |
|---|
| Reset to Default
|
Click this option to reset the resource search options back to the Vision default. For example, if you change the provisional rate and insert another organization, and then decide you want to go back to the original settings, when you click
Reset to Default Vision resets each group to the defaults that were established when the dialog box was first loaded.
|
| Search
|
Click
Search to execute the search after you enter all criteria. While conducting the search, the button label changes to
Searching.
When finished, the search results display in the
Resources that Match Search Criteria grid. To assign a named resource, select an employee from the
Resources that Match Search Criteria grid and click
Reassign.
If no search results match the specified criteria, Vision displays a
No Matching Record is Found message.
|
| Resource Search Filters
|
The Resource Search dialog box includes the filters for your resource search. Each of these filters contains a grid or individual fields that allow you to further refine the information to include in your resource search. Refer to the following fields for details on using each resource search filter.
|
| Match All Included
|
Select this option to include both the Apply to Search options and the skills in the grid that has the Include option selected.
|
| Apply to Search
|
Select this option to include the filter within the resource search.
|
| Filter Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 Insert
|
Click this option to insert a row on the filter's grid. From the grid row, use the lookup to select a record to include within the resource search. Select the
Include option for each record that you want to include within the resource search.
|
 Delete
|
Click this option to delete the active row from the filter's grid.
|
| Add Many
|
Click this option to access the lookup and select multiple records at once. Vision automatically selects the
Include option when you add many records. Remove the check mark by any records you do not want to include within the resource search.
|
| Organization Filter
|
When you apply Organizations to the search, Vision compares the entries to the employee's assigned organization. If you do not select any rows, Vision ignores this group when conducting the search.
The defaults for this field are:
-
Name — Vision displays the default organization, which is the employee's assigned organization, when the original resource was an employee. Use the Filter grid options to insert or delete organizations.
-
Include — Select this option to include the organization in the search. Vision automatically selects this option if an organization defaulted into the
Name column.
|
| Skill Filter
|
Skills are defined in
.
When the Skill filter is applied to the search, Vision searches for employees who have one or more of the skills specified. If you do not select any rows, Vision ignores this group in the search criteria.
If you select multiple skills, Vision applies an OR relationship between the rows. For example, if you set Drafting and CADD skills for inclusion, Vision does not look for an employee that is assigned both the Drafting and CADD skill; rather, Vision searches for each employee who has a Drafting skill or a CADD skill. However, if you select the
Match All Included option, Vision applies an AND relationship between the rows and includes both the
Apply to Search options and the skills in the grid that have the
Include option selected.
The defaults for this field are:
-
Description — This option lists the original employee’s skills in the grid when this dialog box is first opened – one skill per row. Skills are defined on the
grid. Use the Filter Grid Options to insert or delete a skill. If you opened the screen on a generic resource, no skills default. If a
Description is entered for a row, the
Include option defaults to selected.
-
Level — Select the skill level. The drop-down list displays the code and description for each skill level, as defined in
. When you select a
Level, Vision searches all levels that are greater than or equal to your selection.
-
Include — Select this option to include the skill criteria in the search. If you opened the screen with any skill defaulted into the rows, those rows have the
Include option selected. If a
Description is entered for a row, the
Include option defaults to selected.
|
| Labor Category Filter
|
Labor categories are defined in
.
When this group is applied to the search, Vision searches for employees who are assigned to the labor categories specified. If no rows are set to be included, Vision ignores this group in the search criteria.
If you select multiple labor categories, Vision applies an OR relationship between the rows. For example, if you set Project Manager and Engineer labor categories for inclusion, Vision searches for each employee who is assigned to a Project Manager or Engineer labor category.
The defaults for this field are:
-
Description — This option lists the labor category belonging to the originating employee or generic resource defaults. (Note that labor code generic resources are not listed in the Resource Utilization or Generic Resource Assignments dialog boxes.) Use the Filter Grid Options to insert or delete a labor category. If a description is entered for a row, the
Include option defaults to selected.
-
Include — Select this option to include the labor category criteria in the search. If the dialog box is opened with any labor category defaulted into the rows, those rows have the
Include option selected. If a
Description is entered for a row, the Include option defaults to selected.
|
| Availability Filter
|
Use the following options in the
Availability filter to identify the data you want to include for the individual filter's search. This filter shows the planned hours for the assignment period that displayed when you activated the Resource Search dialog box.
The employee’s available hours are determined by subtracting all their planned hours for the period from the possible working hours that are assigned on the Personal tab in the Employee Info Center. The possible working hours represent the employee’s hours per day multiplied by the number of working days in the period. The Vision Holiday Calendar identifies non-working days in the week and holidays in the period, which are also considered non-working days.
If an employee’s hours/day is set to zero, then Vision assumes zero availability.
-
Apply to Search — Select this option to include the actual filter within the resource search.
-
Assignment Period — Use the pop-up calendar to select the range of dates in which you are searching for availability. If you opened the Resource Search dialog box from the Resource Utilization grid, the
Assignment Period dates default to the values entered in their respective grid columns. You can change these values as needed.
-
Resource Name — The
Planned Start and
Planned End column dates default in the Assignment Period.
-
Period — The dates default from the
Period column.
-
Hours Beyond — The dates encompassed by the planned hours found for the column are defaulted. This column reports the planned hours from the day after the end of the reporting period through the end of the last interval where planned hours are found for the row. If you opened the Resource Search dialog box from the Generic Resource Assignments grid, the
Assignment Start and
End dates automatically display in the
Assignment Period field.
-
Planned Hours — The Planned Hours default to the values entered in their respective grid columns. You can change these values as needed. If you opened the Resource Search dialog box from the Resource Utilization grid, the
Planned Hours field value defaults to the values entered in the respective grid column. You can change these values as needed.
-
Resource Name — This option displays the Planned Hours for the row's planned Start Date through the Planned End date.
-
Period — This option displays the row's total planned hours for the column's period.
-
Hours Beyond — This option displays the row's total planned hours.
|
| Provisional Cost Rate/Provisional Bill Rate
|
Use the following options with the Provisional Cost or Bill Rate filter to identify the data that you want to include for the employee. This filter locates employees whose provisional cost or bill rate is less than, equal to, or greater than the original employee's rate by the stated percent. Options are:
-
Apply to Search — Select this option to include the actual filter within the resource search.
-
Selected Rate is +/- Existing By — Enter a value, greater than zero, that defines the range of provisional rates that is acceptable for the employee search. For example, if an employee's provisional cost rate is $25.00 and 20% is entered for
Selected Rate is +/- Existing By:, Vision considers an employee with a provisional cost rate between $20 and $30 a match. You define employee provisional rates on the Accounting tab of the Employee Info Center.
This option only displays under the following circumstances:
-
If the
Select Provisional Rate for Resource Searching option is set to
Cost or
Billing in Planning Configuration.
-
If
Cost is the selected rate type, your role must have access to cost rates in Security Configuration.
|
| Advanced Search Filter
|
The
Advanced Search filter allows you to enter additional criteria that limit the data retrieved by the search. When using this filter, Vision displays the Employee lookup with resources that match your search criteria.
Select the
Apply to Search option to include the actual filter within the resource search.
|
| Saved Search
|
Use the
Saved Search feature to access a saved Global or Personal search.
|
| Find Resources For
|
This field lists the employee or generic resource currently assigned to the planned hours. It also includes a list of plans and plan levels for the hours, as well as the hours and their date range that will be reassigned when a replacement employee is selected.
|
| Resources that Match Search Criteria
|
This grid lists the resources that match the specified search criteria.
The grid columns that display are based on the filters applied within the search. For example, each skill description that is included in the Skills filter is included on the
Resources that Match Search Criteria grid. This list is originally based on the order in which the skill displays in the filter. However, you can click on a grid column heading to sort the results based on that column.
|
| Search Criteria Used
|
This field lists a summary of the search criteria marked as
Apply to Search.
|
| Reassign
|
When the search is finished, the results display in the
Resources that Match Search Criteria field. To assign a named resource, perform one of the following:
Vision displays the Generic Resource Assignments or Resource Utilization grid with the named resource assigned to the task.
|
| Cancel
|
Click this option to cancel the resource search.
|
