Select Organization Dialog Box

Use the Select Organizations dialog box to select multiple organizations. This dialog box is available when you search for resources based on organization in Resource View in the Resource Planning workspace and when you define user access based on organization in the Security area in the Configuration workspace.

Location: Resource View

To display the Select Organizations dialog box from Resource View, complete the following steps:

1. In the Resource Management 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. In ORGANIZATION NAME on the Find Resources panel, click .

Location: Security

To display the Select Organizations dialog box in the Security area, complete the following steps:

1. In the Configuration workspace, click to go to the Security area.
2. In the Security Roles grid, click in the RECORD ACCESS & RIGHTS field for a new or existing security role.
3. Do either of the following:
   • Select Custom in one of the RECORDS CAN VIEW or RECORDS CAN UPDATE fields.
   • Click next to a RECORDS CAN VIEW or RECORDS CAN UPDATE field that already contains Custom.

Contents

Field	Description
Find organization field	Use this field to search the organization structure for the organizations you want. Type one character in this field to display and select from a list of organizations with names that start with that character. If you displayed the dialog box from Resource View, you can also select the STARTS WITH option just below the field to search for any resources assigned to organizations with names that start with that character. Type two or more characters to display and select from a list of organizations with names that contain those characters. If you displayed the dialog box from Resource View, you can also select the CONTAINS option at the top of the drop-down list to search for any resources assigned to organizations with names that contain those characters. If you displayed the dialog box from Resource View and you selected any organizations in the ORGANIZATION NAME field before you displayed the Select Organizations dialog box, those selections display in this field also.
Organization grid	This grid displays organization IDs and names either for the full organization structure or for just the parts of the structure that contain the organizationsorganizations that meet the search criteria you entered in the search field above the grid. Expand the higher levels to display the lower levels of the structure.
Add	To select an organization, click Add next to it in the grid.
Select or Save	If you displayed the dialog box in Resource View, the button label is Select. If you displayed the dialog box in the Security area, the button label is Save. Click this button to confirm your organization selections and close the dialog box.
Cancel	Click this button to close the dialog box and discard any organizations that you selected in the dialog box. If you displayed the dialog box from Resource View, any organizations you selected in the ORGANIZATION NAME field before you displayed the Select Organizations dialog box are still selected after you click Cancel.