Searching for profiles

Use the Resource Query Editor viewlet to find profiles that best match a project's requirement. By creating a search query based on various attributes, project managers can search and assign profiles to projects. Profiles are matched against resource records to identify resources. When suitable resources are identified for the profiles, the profiles are replaced with resources.
Prerequisites
  • You must have the required security permission. For more information about security permissions, see Security.
  • Ensure that profiles are stored in the application database.
To search for profiles:
  1. In the Resource Query Editor, click Create Query.
  2. Select Profile from the list.
  3. To create a resource query by using the AND condition:
    1. Click .
    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.
  4. To create a resource query using the OR condition
    1. Click .
    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.
  5. 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.
  6. 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.
  7. Click Save.
After you search for profiles, you can assign the profiles to projects. For more information, refer to Assigning profiles to a project.
Related concepts
Searching for resources and profiles
Related reference
Resource Query Editor viewlet

Feedback