Set Credentials Details Dialog Box

When you search for named resources based on credentials, use the Set Credentials Details dialog box to specify the states in which the credentials must be valid and to specify that the credentials must not have an expiration date before a certain date.

Location

To display the Set Credentials Details 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. If you want to enter credential details for a saved search, select that search in SAVED SEARCHES on the panel.
4. Click Set details below the CREDENTIALS field on the panel.

Contents

Field	Description
CREDENTIAL	If you selected one or more credentials on the Find Resource panel before you opened the dialog box, those credentials display in this column. If you did not select credentials on the Find Resource panel, click + Add Credential, click in the CREDENTIAL field, and select a credential. If the list of credentials is long, you can also type one or more characters in the field and pause to display a selection list that includes only credentials that contain those characters.
STATE/PROVINCE	To specify a state or province in which a credential must be valid, click in this field and select a state or province. You must select the states or provinces one at a time, but you can select as many as you want. If the list is long, you can type one or more characters in the field and pause to display a selection list that includes only states or provinces that contain those characters.
+ Add Credential	Click + Add Credential to create a blank grid row so you can add a credential to the search.
Expires After	If you want the search to return only resources with credentials that will not expire before a certain date (the expected end date of the project, for example), click in Expires After and select the date. The search applies this expiration date requirement to all employee credentials that have an expiration date. It does not apply this requirement to employee credentials that have no expiration date.
Set and Cancel	Click Set to add the credential details to the search. Click Cancel to close the dialog box without updating the search.