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.

Tip:

• 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.

Warning:

Encrypted fields such as First Name or Last Name on a Contact record contained in a field set 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:

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

To search for resources or projects:

1. Enter the text you want to search for in the Search box.
2. Press Enter or click the search button.
   Only matching records appear. Matching assignments and held resource requests display together with their parent resource or project.
   
3. [Optional] Click to clear the search.
4. [Optional] Select matching records to view them in the Edit Assignments panel.
5. [Optional] Pin a resource or project to the list. For more information, see Pinning and Unpinning Resources or Projects.