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:
- In the Resource Query Editor, click Create Query.
- Select User from the list.
- Create a resource query by using the AND or OR condition.
- To create a resource query by using the AND condition:
- Click
.
- Select an attribute. Click Add attribute condition.
- Type or select the search string.
- 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.
- Click Run. The New Query viewlet
displays the results for all the attributes selected.
- In the Name field, type a name and click Save.
- To create a resource query using the OR condition
- Click
.
- Select an attribute. Click Add attribute condition.
- Type or select the search string.
- Select the scope of search from the list.
- Click Run. The New Query viewlet
displays the results.
- In the Name field, type a name and click
Save.
- To enter details for the query:
- Click the Details tab. Information
from the username transfers to the details section for the creator.
- To enter information that is related to the query, click Edit
Description.
- 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.
- 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.
- To customize the Result Layout:
- Click the Result Layout tab. In
the Result Columns viewlet, you can add or remove columns to display results
for attributes as required.
- 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.
- Click Save.
For example, if you have a requirement for a developer with three
years of experience in Java, select the following attributes:
- developer as competency
- Java as skills
- 3 as experience