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Access the Resource Finder

Access the Resource Finder using one of the following:

Resource Management menu

Select Resource Finder from the Resource Management menu to open the Resource Finder page. This page displays the most robust version of the Resource Finder and contains many search criteria from which you can search resources.

Resource Finder icon

From any staff page, click the Resource Finder icon next to the resource. Use the Resource Finder to perform on-the-spot resource searches to replace overbooked or inappropriately assigned resources to investments. The Resource Finder performs the search using the same characteristics associated with the resource you want to replace.

The search results display the resources you have access rights to. Use the search criteria of the filter to reduce the number of resources that appear in the list.

More information:

Standard Resource Finder Search Parameters