Search Resources Fields

Here is a description of the fields on the Search Resources page.

Note

Some of these fields may not be visible or editable at all times, or in all package combinations.

Resource Request Details

Note

Available when accessing search from the Resource Request detail page.

Key: R – Read-only

Search Resources

You can use the sections and fields listed below in conjunction with the Search button to search for resources.

Address Details

Note

Available when accessing search from the PSA Links section of the Home page sidebar or the Search Resources tab.

Search Resources

Field		Description
Resource Request ID	R	Displays the unique ID of the resource requestA means of asking for resources for a project or an opportunity.. Note Only displayed when accessing search from the Resource Request detail page.
Start Date		Date on which you want the assignmentConnection between a resource and a project. to start.
End Date		Date on which you want the assignment to end.
Name		Name of the resourceA contact that works on a project. to search for. Note Available when accessing search from the Resource Request detail page.
Resource Request		Lookup to the resource request for which resources are required. Note Available when accessing search from the PSA Links section of the Home page sidebar or the Search Resources tab.

Roles

The fields displayed are determined by the fields that your administrator has chosen. See "SearchResourcesFilterFields".

To select multiple roles, hold down the CTRL key and click the relevant roles.

Competencies

The fields displayed are determined by the fields that your administrator has chosen. See "SearchResourcesFilterFields".

Competencies enable you to narrow the search results. To add competencies, click Add More, Select the checkboxes of the competencies you want and click Add. You can also choose the skill level.

Note

When searching using more than one resource, you can choose whether the resources must have all the competencies you select or one of them using the AND/OR drop-down list. The default value of the AND/OR drop-down list depends on the value set in the New Staffing UI Personal custom setting. See "Search Resources Settings".

Qualifications

The fields displayed are determined by the fields that your administrator has chosen. See "SearchResourcesFilterFields".

Qualifications enable you to narrow the search results. To add qualifications, click Add More, select the checkboxes of the qualifications you want and click Add.

Note

When searching using more than one qualification, you can choose whether the resources must have all the qualifications you select or one of them using the AND/OR drop-down list. The default value of the AND/OR drop-down list depends on the value set in the New Staffing UI Personal custom setting. See "Search Resources Settings".

Attributes

Buttons, Links and Controls

Button/Link/Control	Description
Add More	Displays a popup where you can select competencies or qualifications to narrow the search results on.
Assign	Displays the Assign Resource popup where you can select the schedule details for the resource before creating the assignmentConnection between a resource and a project..
C & Qs	Displays the Competencies and Qualifications popup where you can view the competencies and qualifications that the resource has.
Close	Closes the resource search extension and displays the resource request that the resource request search extension was launched from.
Hold	Displays the Hold Resource popup where you can hold the selected resource. When you hold a resource, a schedule is created, the resource is in the held state and no assignment is created.
Past Jobs	Displays the Past Jobs popup where you can view a list of previous assignments for the resource.
Refresh	Refreshes the search results.
Search	Searches for resources based on the criteria selected in the Search Resources section.
Show on Map	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. Note To display the location of a resource request on the map, you must also complete the work address fields on that resource request.
Show Results on Map	If your administrator granted access to third party web sites while installing the Resource Search extension, displays the location of the resources on a map. Note Resources only appear on the map when they are listed in the search results and the mailing address fields are completed on the resource's contact record. Additionally, resources might not be displayed on the map if the Number of Pushpins field in the New Staffing UI Personal custom setting is set to a value lower than the number of results listed.
Sort Drop-Down List	Allows you to sort the search results based on: Cost Distance Availability Whether the resource is Internal or External

Assign Resource Popup

Buttons

Hold Resource Popup

Buttons

Scheduling Strategy

The scheduling strategy to use. You can choose from several options depending on the options that your administrator has set:

Scheduling Strategy	Description
Calculate End Date, Level Schedule	Calculates the end date taking into account holidays and other assignments that the resource has.
Calculate End Date, Ignore Availability	Calculates the End Date ignoring assignments that the resource has.
Adjust Hours Per Day	Calculates the hours per day based on the project end date and the Scheduled Hours. The Scheduled Hours are distributed evenly between the start and end dates.
Percent Allocation	Calculates the hours per day based on the percentage allocation in the Date Range lines. You can add several date range lines and specify a different percentage allocation on each date range. When you create an assignment or update the scheduling strategy on an assignment using this strategy schedule exceptions are created based on the date ranges and percent allocation that you enter. Note In the Percent Allocation scheduling strategy, you cannot use date ranges that overlap.
Zero Hour Schedule	Allows you to create assignments with zero hours for each day. For instance, you can create resource requests with zero hours and then staff, assign or hold the resource requests. Note If you attempt to create an assignment with zero hours using a different strategy, an error message appears.

Percent Allocation

The Percent Allocation section appears when you choose the Percent Allocation scheduling strategy. In this section you can add date ranges and specify a percentage allocation for the resource in each date range. This calculates the hours for each day. When you create an assignment or update the scheduling strategy on an assignment using this strategy schedule exceptions are created based on the date ranges and percent allocation that you enter.

Note

To display the Percent Allocation section, you must click Update Schedule after selecting the Percent Allocation scheduling strategy.

After completing or changing the Percent Allocation field you must click Update.

R – Read-only; * – Mandatory field.

Field		Description
Daily Hours fields	R	Hours for each day of the date range based on the Percentage Allocation.
End Date	*	Date on which the date range is to end.
Ignore Holidays		Indicates whether holidays on the resources work calendar are to be excluded from the total hours.
Percent Allocation		Percentage allocation of the resource to use to calculate their scheduled hours for the date range.  Note After completing or changing this field you must click Update.
Start Date	*	Date on which the date range is to start.
Total Hours	R	The total hours for the assignment between the dates specified in the Start Date and End Date fields of the date range.

Percentage Allocation Buttons

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