Resource Search Departments/Locations
These only appear if selected through your login profile. If so, they can be set to All for all teams/departments or locations. You can also choose to se...
Mon, 15 Mar, 2021 at 4:17 PM
Resource Search Resources
The status can be Active or Inactive to look for those with a specific status. However, processing will be limited for inactive resources. Change to Sel...
Mon, 15 Mar, 2021 at 4:17 PM
Resource Search Results
Once you complete the input, select the Results tab again or click the Search button to see a list of resources that match the search criteria:   The sear...
Mon, 15 Mar, 2021 at 4:17 PM
Resource Search Roles
Select roles that the resource needs to have. Also determine if resources are to be listed if: •      they have any role or •      their primary role i...
Mon, 15 Mar, 2021 at 4:17 PM
Resource Search Skills
Indicate if a resource can have any skill or needs to have all selected skills or only one as a minimum. If particular skills are needed, select required...
Mon, 15 Mar, 2021 at 4:17 PM
Resourcing
NOTE: Access is only available if permitted through the Views tab for your login group. Throughout these descriptions, the terms...
Mon, 15 Mar, 2021 at 4:17 PM
Saved Searches
  All displayed data is based on a search and you can create one-off searches or can save up to twenty searches for personal use. These searches include al...
Mon, 15 Mar, 2021 at 4:18 PM
Supply Input Actions
  When adding and editing supply, actions are available: •      Show sets the number of periods to be shown (1-24) and the length of each period (Weeks or...
Mon, 15 Mar, 2021 at 4:19 PM
Supply Mode Operation
Based on specified criteria, resources in the selected team are supplied to the project, depending on their current availability, once the resource plan is ...
Mon, 15 Mar, 2021 at 4:19 PM
Team Bulk Supply
Before clicking the Supply Team button, either select the whole team by checking the box in the column headings or select individual resources to include th...
Mon, 15 Mar, 2021 at 4:19 PM