Conduct a Standard Search in Resource Management

Use a standard search in Resource Management to perform one-time searches that use basic criteria such as Names, Numbers, and Types.

If you use the Multicompany feature, an Active Company field displays on the Standard lookup. Use this field to select project, employees, or organizations that belong to the active company. When you select this field, you can also create global saved searches.

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 a standard 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 Standard.
  4. Use the Search By drop-down list on the Search dialog box to select the type of criteria for your search.
  5. To limit your search results, enter pertinent data in the Search Text field, such as an employee's last name, the beginning of a project number, or a wildcard expression.
  6. Click Search to display a list of all records that match your search criteria.
  7. 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.