Searching for Resources
Searching for Resources from a Resource Request
You can do a full search or a quick search for resources based on a resource request.
Quick Search
To do a quick search for resources based on a resource request:
- On the Resource Requests tab, click the Resource Request ID that you want to search for resources for.
- Scroll to the Assign Resource section and using the search criteria available, select the criteria you want to use, as described in "Assign Resource (Single Staffer)".
- Click Refresh.
- Optionally, click + to view the resource's availability and edit the schedule. See "Resource Details".
Full Search
To do a full search for resources based on a resource request:
- On the Resource Requests tab, click the Resource Request ID that you want to search for resources for.
- Click Search Resources. On the Search Resources page, select the criteria you want to use, as described in "Search Resources ".
- Click Search. If the resource that you want to assign is not listed, change the search criteria.
- To view a resource in the Resource Planner, click View In Planners. PSA opens a new tab and displays the resource in the Resource Planner.
Searching for Resources Using the Search Resources Page
If your administrator has installed and configured the Search Resources page, you can use it to search for resources and review their availability, competencies and qualifications, completed past projects, and bill rate.
To search for resources:
- Click Search Resources in the PSA Links section of the Home page sidebar, or click the Search Resources tab.
- Enter the details that you want to search for as described in "Search Resources ".
- Click Search. If the resource that you want to assign is not listed, change the search criteria.
- To view a resource in the Resource Planner, click View In Planners. PSA opens a new tab and displays the resource in the Resource Planner.