Contents of the Custom Search Dialog Box for Resources

Complete the desired fields to create a custom search for reuse.

Field	Description
Search Name	Enter a name for the search.
Save/Hide Options	Click this link to view or hide the Save For field.
Save for	Use the drop-down list to select one or more of the following: Myself: You can use the search. This option is automatically selected for all saved searches. Special Selections: Users with the specific security roles that you select can use the search. You can always save searches for your own use, but you can also save searches for other users if your security role is set up to allow that. You can select multiple roles from the list.
Select Resources	To select one or more resources by name, do any or all of the following: Click to select a resource from the full list. Enter one character in this field and pause to display and select from a list of resources with names that start with that character. You can also select the Starts With option at the top of the drop-down list to search for any resources with names that start with that character. Enter two or more characters and pause to display and select from a list of resources with names that contain those characters. You can also select the Contains option at the top of the drop-down list to search for any resources with names that contain those characters. Note that Select Resources and the remaining search fields function independently of each other. If you select specific resources in Select Resources and you also select search other criteria, the search joins those two sets of criteria using an OR conjunction and returns resources that satisfy either set of criteria. For example, if you select a set of specific employees in Select Resources and you also select CADD Technician in Skills, the search returns both the full set of specific employees you selected, regardless of their skills, AND any employees or generic resources that have the CADD Technician skill.
Resource Type	If this field is blank, the search includes both employees and generic resources. To restrict the search, select either the Employees Only or Generic Resources Only option in this field. If you choose Generic Resources Only, some other fields in the dialog box are disabled.
Status	To restrict the search to resources with a specific status (only those with the Active status, for example), select the status.
Utilization	If your search includes named resources (Resource Type is either blank or contains Employees Only), use this field to search for employees that are either under-utilized or over-utilized: If this field is blank, the search does not consider utilization. Select Over-utilized only to return named resources with planned billable hours that exceed their target utilization range. Select Under-utilized only to return named resources with planned billable hours that are less than their target utilization range. This search option does not apply to generic resources. They are either included or excluded based on your other search criteria.
Supervisor	To search for employees based on their supervisors, select one or more supervisors in this field. If you select Generic Resources Only in Resource Type, you cannot search based on supervisor.
Organization Name	To search for resources based on their organization, select one or more organizations in this field. For example, you could search for resources that are assigned to any of three organizations that you select in this field. Be aware that generic resources are not required to have an organization. If you search for generic resources based on organization, the search returns all generic resources assigned to the organizations you specify, and it also returns all generic resources that have no organization.
Labor Category	To search for resources based on their labor category, select one or more labor categories in this field. For example, you could search for resources that are assigned to any of three labor categories that you select in this field.
Skills	To search for named resources based on their skills, select one or more skills in this field. If you select Generic Resources Only in Resource Type, you cannot search based on skills.
Title	To search for named resources based on their job titles, select one or more titles in this field. If you select Generic Resources Only in Resource Type, you cannot search based on title.
Credentials	To search for named resources based on their certification and licenses, select one or more credentials in this field. If you select Generic Resources Only in Resource Type, you cannot search based on credentials.
Citizenship	To search for named resources based on their citizenship, select one or more citizenship statuses in this field. If you select Generic resources only in Resource Type, you cannot search based on citizenship.
Location	To search for named resources based on their location, select one or more locations in this field. If you select Generic resources only in Resource Type, you cannot search based on location.
+ Add Field	Vantagepoint provides a default set of fields in the search pane. However, if you need to filter the Employees Only resource search based on values in other employee hub fields, you can add more fields to the Custom Search dialog box. The available search fields are specified in Settings > Resource Planning > Resource Settings. To add a field, click + Add Field at the bottom of the dialog box and select the new search field from the drop-down list. When you add or remove fields and click Save or Search, that new set of fields becomes the default set for any new searches you create. The changes do not affect the fields that are available when you edit an existing saved search that used a different set of fields. Adding or removing fields on the search pane only affects the fields displayed for your custom searches. It does not affect other Vantagepoint users.
x Clear All	If you enter search parameters and then decide you want to clear all of them and start over, click this option at the bottom of the search pane. Vantagepoint removes entries from all fields. It also removes any fields that are not in the default set of fields.
Save, Apply, and Cancel	To save the search so you can use it again in the future and then perform the search, click Save. To perform the search without saving it, click Apply. If the results are not what you want, display the search drop-down list, click Custom again, and make the necessary changes to the search parameters. Though you did not save the search, Vantagepoint preserves the latest settings until you leave the Resource Management workspace. To close the dialog box without saving or applying the search, click Cancel.