Selecting Resources

User Rights:

Location:

Resource Manager

Resource > Resource List > View Resource

 

The Find Resource Window allows the Resource Manager to quickly and easily find a resource using various filters. This window is used on both the View Resource and Swap Assignments pages.  The Find Resource Window will open whenever you click on the Find Resource icon.

Follow these steps to Select a Resource

  1. The Find Resource page displays a list of resources that you are authorised to manage.

  2. Use the filters on the left hand page side of the page to restrict or expand the resource list.

  3. Click on the desired resource to close the Find Resource Window and return with the selected resource.

Filters

There are four filters available to update the resource list.

Filter

Description

Resource Position

 

The position selector allows you to filter resources based on their position within the Resource Structure by checking or un-checking the boxes.

Skill

 

If the Skills Structure has been enabled, you can select the skill that you want to filter the resource list by.

Planned Allocation

 

Select the percentage range to filter the resource list by their planned allocation.

Remaining Allocation

Select the percentage range to filter the resource list by their remaining allocation.

Period

This filter does not affect which resources are displayed in the list. Rather, it recalculates all the values displayed in the list.