Searching for Resources and Assigning them

You can search for resources to assign in the Assign Resource section of the Resource Request Detail page:

1. Click the Resource Requests tab.
2. Click the Resource Request Id that you want to search for resources for.
3. Scroll to the Assign Resource section.
4. Enter the information that you want to search for as described in "Assign Resource".
5. Click Refresh.
6. [Optional]If required, click + to view the availability if the resource and edit the schedule. See "Resource Details".
7. Click Assign next to the resource that you want to assign.

Searching for Resources and Assigning them Using the Search Resources Page

If your administrator has installed and configured the Search Resources page, you can use that to Assign Resources:

1. Click the Resource Requests tab.
2. Click the Resource Request Id that you want to search for resources for.
3. Click Search Resources.
4. If the resource that you want to assign is not listed, change the search criteria and click Search. You can also display search results on a map.
5. Click Assign on the resourceA contact that works on a project. that you want to assign.
6. Complete the fields on the Create Assignment popup.
7. Click Assign.

If you only want to hold a resource, use the steps to assign a resource, but click Hold and complete the fields on the Hold Resource popup.

For more information, see "Search Resources Fields".

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