Lesson 1: Creating a resource query

In this lesson, you will learn how to create and save a resource query. As a resource manager, you must delegate assignments within a project to team members. You can search for a team member to identify requirement matches that are based on attributes, for example, name, skill, or competency.

To create a resource query:

  1. Open the resource query editor and click Create Query.
  2. Select User from the list.
  3. In the Name field, type the query name as Java developer with three years experience.
  4. Let us customize the result layout. When you will run the resource query, the results will be displayed below the query editor. However, we will learn how to run a resource query later.
    1. Click the Result Layout tab. You can add or remove columns to display results for attributes as required.
    2. In the Sort Order viewlet, click Add Sort Columns. <example here> In the Select Attributes window, select attributes from the predefined list. By sorting columns, you can prioritize the order of attributes and view the result.
  5. Click Save.
You have successfully created a resource query. However, you haven't added any conditions and attributes in the query. In the next lesson, we will learn how to add search conditions and attributes in a query.

Lesson checkpoint

In this lesson, you created a resource query and learned the following:

  • What is resource query and how to create a resource query.
  • Customized the result layout of the resource query.
  • Save a resource query.