Finding Enterprise Resources that Meet Specific Criteria

If you're looking for a set of enterprise resources who fit a certain set of criteria, you can use the various built-in filters, groups, and other controls in the Build Team dialog box to narrow your search. To find and add resources who possess certain attributes, follow these steps:

1 Click Tools, Build Team From Enterprise. The Build Team dialog box appears.

2 If you want to filter the enterprise resource list by a built-in filter, under Filter Enterprise Resources, click the arrow in the Existing Filters box and then select the filter that describes the resources you're looking for, for example, material resources or resource group. Click the Apply Filter button.

The number of resources listed in the Filtered Enterprise Resources table might change if your applied filter excluded a number of resources from your search and therefore reduced your choices to a more manageable level.

3 If you need to find resources who have a certain amount of time available to work during a specific period of time, you can specify that with the Available To Work controls. Select the Available To Work check box. Enter a work amount in the box if you want. In the From and To boxes, enter the date range when you need the resources. Click the Apply Filter button.

The resources listed in the Filtered Enterprise Resources table change to show only those resources who meet the filter criteria.

4 You can group the resources in the table by certain attributes such as the Standard Rate or Resource Group. Above the table, click the arrow in the Group By box and then click the group you want to use.

The list of enterprise resources is rearranged according to your selected group.

For more information about using existing filters and groups, see "Rearranging Your Project Information" on page 123.

You can quickly create your own filter within the Build Team dialog box if you need to filter on a specific field (or two or three) that isn't provided for in the Existing Filters list. Creating your own Build Team filter is particularly useful if you want to find resources that are associated with a certain value in a custom enterprise field such as Enterprise Resource Textl or Enterprise Resource Outline Code6. Likewise, if RBS codes have been set up and applied to enterprise resources, you can filter for a particular RBS code. To create a Build Team filter, follow these steps:

1 In the Build Team dialog box, click the plus button next to Customize Filters to expand the section.

A filter definition table appears (see Figure 22-16).

Figure 22-16.


Create a filter to find only those resources that meet your

Figure 22-16.


Create a filter to find only those resources that meet your

Click in the Field Name column of the first row and select the field you want to filter on. In the Test column, click the test you want to use, such as Equals or Is Greater Than. In the Value(s) field, enter the value that should be stored in the field for the resources found by the filter.

If you need to define another set of criteria, in the second row of the table, click in the And/Or field and then click And or Or.

In the rest of the row, select the field, test, and value for the second set of criteria.

When finished defining the filter, click Save Filter if you want to save it for future use. Otherwise, click the Apply Filter button.

You can combine the application of your filter with other criteria, including an existing filter or work availability criteria. When you click the Apply Filter button, the list of enterprise resources changes to show only those resources who meet the criteria of your filter(s).

For more information about creating your own filters, see "Customizing Filters" on page 799.

Project Management Made Easy

Project Management Made Easy

What you need to know about… Project Management Made Easy! Project management consists of more than just a large building project and can encompass small projects as well. No matter what the size of your project, you need to have some sort of project management. How you manage your project has everything to do with its outcome.

Get My Free Ebook

Post a comment