Searching for resources

Using the Resource Query Editor viewlet, you can find resources that match a requirement by creating a query based on attributes. After you find resources that match a requirement, you can assign and allocate them to projects or project tasks.
Prerequisites
  • To perform this task, you must have the required security permission. For more information about security permissions, see User security settings.
To search for a resource:
  1. In the Resource Query Editor, click Create Query.
  2. Select User from the list.
  3. Create a resource query by using the AND or OR condition.
  4. To create a resource query by using the AND condition:
    1. Click add icon.
    2. Select an attribute. Click Add attribute condition.
    3. Type or select the search string.
    4. Select the scope of search from the list. For example, if the search attribute is Skill and search string is Java, select Java from the list.
    5. Click Run. The New Query viewlet displays the results for all the attributes selected.
    6. In the Name field, type a name and click Save.
  5. To create a resource query using the OR condition
    1. Click add icon.
    2. Select an attribute. Click Add attribute condition.
    3. Type or select the search string.
    4. Select the scope of search from the list.
    5. Click Run. The New Query viewlet displays the results.
    6. In the Name field, type a name and click Save.
  6. To enter details for the query:
    1. Click the Details tab. Information from the username transfers to the details section for the creator.
    2. To enter information that is related to the query, click Edit Description.
    3. To share the query with a team area, click Add Team Area, and select the team from Select Team Area window. The selected team can only view the shared query.
    4. To share the query with a user, click Add User and perform any of the following steps:
    • In the Select Users window, type the name or a partial string and select the user.
    • Click Show All, and select the user from the list of matching users.
  7. To customize the Result Layout:
    1. Click the Result Layout tab. In the Result Columns viewlet, you can add or remove columns to display results for attributes as required.
    2. In the Sort Order viewlet, click Add Sort Columns. 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.
  8. Click Save.
For example, if you have a requirement for a developer with three years of experience in Java, select the following attributes:
Related concepts
Searching for resources and profiles
Related reference
Resource Query Editor viewlet

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