Finding Resources › Standard Resource Finder Search Parameters

Standard Resource Finder Search Parameters

Set the fields in the Resource Finder filter to search by a single parameter, multiple or a set of parameters. A few of the filter parameters, such as availability and availability threshold, are designed to work in tandem. For example, you can search for a resource by name (a one-parameter search). Or, search for a resource that has been assigned to a particular role and is a particular employee type (a multiple parameter search).

Effective use of the Resource Finder is through proper filter parameters to locate the desired resources. In addition to the standard filter criteria, you can build power filters.

See the CA Clarity Basics User Guide for more information.

The following list describes the standard search parameter names:

Last Name or First Name

Searches for a resource by name.

Resource ID

Defines the unique identifier for the resource. Resource ID is a display only field.

OBS Unit

Searches by OBS unit.

OBS Filter Mode

Selects resources from within the unit. Or, broaden the search to include the unit descendants or ancestors.

Role

Searches by role.

Filter Mode

Searches resources associated with the role selected. Or, broaden the search to include the role descendants or ancestors.

Note: If you select a role, do not use Filter Mode. Some companies decide not to define role hierarchies.

Employment

Searches resource resumes by keywords, such as company name, university, skill. Specify a full-time employee or a contractor to avoid the search results displaying both.

Resume Keywords

If resumes have been attached to the profiles of the resources to which you have access.

Availability

Locates resources available for a certain time period.

Availability Threshold

Enter the percentage of time for the resource. The Resource Finder excludes resource availability below the time specified.

Include Soft-booked Resources

Works with the Availability field. Check mark the field for the search to yield resources that have already been soft-booked for an investment. Otherwise, the search results do not display soft-booked resources.

Skills

Locates resources that have certain skills associated with their profile.

Skills Threshold

Works in tandem with the Skill field. Enter the percentage of skills that resources must possess. The Resource Finder excludes resources whose skill-match falls below the percentage specified.

Power Filter

This link opens a page to build a custom filter.