Searching for Resources

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 "Resource Request Fields".
  5. Click Refresh.

Searching for Resources and Assigning them Using the Resource Search Extension

If your administrator has installed and configured the Resource Search Extension, 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.
  4. If the resource that you want to assign is not listed, change the search criteria and click Search. See "Resource Request Search Extension Fields"
  5. Click Assign on the resource that you want to assign.
  6. Complete the fields on the Create Assignment popup. See "Resource Request Search Extension Fields"
  7. Click Assign.

Related Information

Resource Requests

Reference Materials

Copy Resource Requests from Project Templates Fields

Resource Request Fields

Resource Request Search Extension Fields

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