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Lesson 1: Search for resources or profiles

In this lesson, you will learn how to search resources or profiles by creating a query. As a resource manager, you must delegate assignments within a project to resources or profiles. The search can be narrowed down to skill, competency, rate, and so on of the resource.

Before you create a query, ensure that you have added data to attributes such as skill, competency, pool types, calendar, profiles, proficiency and rates.

To search resources or profiles by creating a query:

  1. In the Resources view, click the Queries tab.
  2. In the Query Editor, type a name for the query, say Java developer.
  3. Select User from the list.
    list
    To select a profile, click Profile.
  4. To add a condition to narrow down the search, click the Add icon Add. The Add condition viewlet opens. Add condition
    1. Select the required attribute, and click Add attribute condition. Repeat this step until all the attributes are added.
    2. Optional: To add a OR condition, in the Add condition viewlet, click Add OR condition. You can use the OR condition to continue search if the previous condition is not satisfied.
  5. Click Run to run the query.
  6. Click Save to save the query. After you save the query, it will be visible in the My Queries section. My queries
You have successfully created and saved a query. In the next lesson, we will learn how to assign resources to a project.

Lesson checkpoint

In this lesson, you learned how to search resources or profiles by creating queries.
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