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Searching for Resources or Projects

You can search the list of resources or projects to show only relevant records. If you have applied filters using the filters panel, only the records that match your defined filter criteria are searchable.

Warning:

If you have a field set containing fields that are encrypted (such as First Name or Last Name on a Contact record), then those fields are not searched.

Note:

When Shield Platform Encryption is enabled in your org, if the field set used for the search function uses the Resource First Name or Last Name fields, searches are conducted against the Resource Name field.

Note:

If Shield Platform Encryption is enabled in your org, you must be as specific as possible when searching for the resource name to ensure that the resources are found. See Shield Platform Encryption for more information.

To Search for Resources or Projects:

To search:

  1. Enter the text you want to search for in the Search… box.
  2. Press Enter or click the search icon.
    Only matching records appear. Matching assignments and held resource requests display together with their parent resource or project.
    Click the X to clear the search, if necessary.
  3. [Optional] Select matching records to view them in the Edit Assignments panel.
  4. [Optional] Pin a resource or project to the list.
    Tip: Tips
    • You can also search in hidden columns. For example, you can search for resources in the Global group even if the Group column is hidden.
    • Use the Search box to search for abbreviations or parts of words.
    • You can only search for held resource requests if you have made these visible by clicking Show Resource Requests.

To Pin a Resource or Project:

You can pin a single resource or project to the list so that it remains visible if you enter a different search term.

  1. Follow the previous steps to search for resources or projects.
  2. Select the resource or project that you want to pin.
  3. Optionally, hide the Edit Assignments panel.
  4. Click Pin Resources or Pin Project.
  5. Enter a different search term in the Search… box. The pinned record remains on the list.

To Unpin a Resource or Project:

Click Unpin Projects or Unpin Resources.

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