Save Selected Dialog Box

Use the Save Selected dialog box to save a group of resources as either a new saved search or as additions to an existing saved search so you can easily display them in the Resource View in the future.

Location

To display the Save Selected dialog box, complete the following steps:

  1. In the Resource Planning workspace, click to go to the Resource View.
  2. If the Find Resources panel is not visible on the left side of the workspace, click in the upper-left corner of the workspace to display it.
  3. Use the options on the Find Resources panel to search for some or all of the group of resources you want to save as a saved search.
  4. In the Resource View grid, select the check box next to each resource in the search results that you want to include in the saved search.
  5. Click Save Selected on the grid toolbar.

Contents

Field Description
Create new saved search Select this option to create a new saved search that displays the resources you selected in the Resource View grid.
SEARCH NAME If you select Create new saved search, enter a name for the saved search in this field.
Add to existing saved search Select this option to add the resources you selected in the Resource View grid to an existing saved search.
SAVED SEARCHES If you select Add to existing saved search, click in this field, and select the saved search to which you want to add the selected resources.
Save and Run Click this button to save the new or updated search and display the search results in the Resource View grid.
Cancel Click this button to close the dialog box without creating or updating the search.