To display the Resource Search dialog box:
Click
whenever you see the Resource
field. For example, on the Cost Analysis form, click the Resource
tab then click in the
Resource field.
Use the Resource Search dialog box to search for a resource.
For more information on search types and options, see Search Overview.
This field is read-only and displays Standard.
After changing the information on the dialog box, you must click this button to populate the list box of results. The records that Deltek PM Compass displays in a grid depend on the search filters that you define. The columns in the grid vary, depending on the display type that you select.
From the drop-down list of this field, select one of the following options:
Resource — Select this option to filter the search results by resource ID. For examples, L (for Labor), M (for Material), and SC (for Subcontractor).
Description — Select this option to filter the search results by standard resource description assigned to a resource in the schedule tables. For examples, Labor, Material, and Subcontractor.
After selecting the field, click the Search button to populate the list box with results from the selected Search By.
This text box allows you to enter a value stored in the selected Search By field. After entering the search text, click any where in the search results grid or click the Search button to populate the list box with results from the selected Search By.
This grid displays the search results after you define your filter criteria and then click Search. The column headings of this grid vary depending on the field that you select from the Search By drop-down list.
This field displays the total number of records that are available in the result set of the search.
Click this button to delete all records in the grid. To view the records again, click Search or close the search dialog box and then reopen it.
Select a record from the grid and then click this button to display the corresponding record. You can select multiple records by pressing either the CTRL key or the SHIFT key and then clicking the selected entries. The search dialog box displays the first record that best matches the criteria, following the numerical-alphabetical order for all records.
For field searches, selecting a record and clicking Select closes the search dialog box and displays the selected record in the field.
For filter searches that present records for a screen (for example, a workflow search), selecting a record and clicking Select closes the search dialog box and populates the application form with the values of the selected record.
For Dashparts (but not the global filter for Dashboards) and Reports, the label of this button is Apply.
Click this button to select and display all available records in numerical-alphabetical order.
Click this button to exit the dialog box.
Click this button to display the corresponding help topic of the search dialog box.