Select Resource Window

The Select Resource window allows you to choose an existing resource to use at your current location. You will see this window in situations like the following:

• When you click the Select Existing icon in any resource wizard.

• When you are adding an existing action in an FMEA or in the Project Planner, or an existing control in an FMEA.

The Select Resource window is similar to the Resource Manager, but it shows only the resource type that you are currently working with. The functionality of the window will vary slightly depending on where you have opened the window from.

• If you can select only one resource (e.g., in a resource wizard), each row in the table will contain a radio button that allows you to select the resource for use. If you can select multiple resources (e.g., adding existing actions or controls in an FMEA), each row will have a check box instead.
• Actions, controls and metrics are always local, so the commands to show global or reference resources will not be available in these cases.
• The ability to apply an item filter is available only for resources that have a full set of identifiers. This excludes actions and controls.
• Some resources may not be available for selection. For example:
  • In an FMEA, you can't select an action or control that is already assigned to the current cause.
  • In the project planner, an action cannot be added if it is already in use in the project plan or if its start date is either before or more than a year after the gate's start date.
  • A metric can't be selected to have a value pushed to it if it's already in use somewhere else, or if it's a type that is not compatible with the current use.

Starting in Version 2020, the following changes have been made to make the window more intuitive to use:

• When you click OK, only the resources that are selected and currently visible are added to the desired location. That is, if you have selected a resource and then applied a filter that causes that resource to be hidden from view in the Select Resource window, it will not be added. Note that this is true regardless of whether the window is in single selection (radio buttons) mode or in multiple selection (check boxes) mode.
• The selection status of resources is preserved while filters change. If you have selected a resource and then applied a filter that hides the resource from view, if you subsequently remove the filter, the resource that you had selected continues to be selected.
• The Select All check box in the column heading selects only visible resources.

Taken together, these changes allow you to change your filters multiple times in order to select various resources. You can then clear the filters and all selected resources will be added to the desired location.