Searching for Resources on the Search Resources Page

If your administrator has installed and configured the Search Resources page, you can use it to search for resources and review their availability, competencies and qualifications, past projects completed, and bill rate.

To search for resources:

1. Click Search Resources in the PSA Links section of the Home page sidebar, or click the Search Resources tab.
2. Enter the details that you want to search for as described in "Search Resources Fields".
3. Click Search.
4. If the resource that you want to assign is not listed, change the search criteria—see "Search Resources Fields".

Tip

If you view the Search Resources page from a resource request detail record, you can use it to assign a resource, as well as view the distance between the resource and the Work Address on the resource request. See "Searching for Resources and Assigning them".

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