Here is a description of the fields on the Resource Request Search Extension.
Key: R – Read-only
| Field | Description | |
|---|---|---|
| Resource Request Name | R | Unique name of the resource request. |
| Status | R | Status of the Resource Request |
| Requested Hours | R | Number of hours that have been requested. |
| Requested Bill Rate | R | Bill rate that has been requested. |
You can use these fields in conjunction with the Search button to search for resources:
| Field | Description | |
|---|---|---|
| Resource Request Name | R | Unique name of the resource request. |
| Start Date | Date on which you want the assignment to start. | |
| End Date | Date on which you want the assignment to end. | |
| Name | Name of the resource to search for. | |
| Roles | Role to search for. To narrow the search results to the selected role, select the checkbox. | |
| Competencies | Competencies to narrow the search results by. To add competencies, click Add More, Select the checkboxes of the competencies you want and click Add. | |
| Qualifications | Qualifications to narrow the search results by. To add qualifications, click Add More, Select the checkboxes of the qualifications you want and click Add. | |
| Worked w/ Customer | Indicates whether to filter resources based on whether they have worked with the customer. | |
| Availability | Indicates whether to narrow the search results based on whether resources have assignments. | |
| Internal | Indicates whether to narrow the search results based on whether resources are internal or external. | |
| Distance | Indicates whether to narrow the search results based on the resource's location. |
| Field | Description | |
|---|---|---|
| Scheduling Strategy | Scheduling strategy for the resource. See "About Scheduling Strategies". | |
| Start/End Date | R | The start and end dates for the assignment based on the start and end date in the Search Resources section and the selected scheduling strategy. |
| Button/Link/Control | Description |
|---|---|
| Map It | If your administrator granted access to third party web sites while installing the Resource Search extension, displays the location of the resource request on a map. |
| New Map It | If your administrator granted access to third party web sites while installing the Resource Search extension, displays the location of the resources and the location of the resource request on a map. |
| Add More | Displays a popup where you can select competencies or qualifications to narrow the search results on. |
| Search | Searches for resources based on the criteria selected in the Search Resources section. |
| Sort Drop-Down List | Allows you to sort the search results based on:
|
| Assign | Displays the Create Assignment popup where you can select the schedule details for the resource before creating the assignment. |
| Refresh | Refreshes the search results. |