Contents of the Set Credentials Details Dialog Box

Use these fields and options to specify the states in which credentials must be valid and to specify that the credentials must not have an expiration date before a certain date.

Field Description
Credential Use this field to add credentials to be used as a search filter for an employee or resource.

If you selected one or more credentials on the Find Resource panel before you opened the dialog box, those credentials display in this column.

If you did not select credentials on the Find Resource panel, click + Add Credential, click in the Credential field, and select a credential. If the list of credentials is long, you can also type one or more characters in the field and pause to display a selection list that includes only credentials that contain those characters.

State/Province Use this field to specify a state or province in which a credential must be valid, click in this field and select a state or province. You must select the states or provinces one at a time, but you can select as many as you want. If the list is long, you can type one or more characters in the field and pause to display a selection list that includes only states or provinces that contain those characters.
+ Add Credential Click this option to create a blank grid row so you can add a credential to the search.
Expires After Use this field to select an expiration date of the resource credentials to be used as an additional search preference for credentials. The search result displays resources with credentials that will not expire before the selected date (the expected end date of the project, for example).
Click the field and select a date.

The search applies this expiration date requirement to all employee credentials that have an expiration date. It does not apply this requirement to employee credentials that have no expiration date.

Set and Cancel Click Set to add the credential details to the search. Click Cancel to close the dialog box without updating the search.