Search with the Resource Calendar

Use the Resource Calendar in Desktop Client Web to search for a particular resource and determine the quantity needed for a specific day or month. You can perform a basic search or an advanced search:

  • Basic search: Based on basic information specified for a resource item, such as its category and status.
  • Advanced search: A field-level search carried out at the booking, booking detail, reservation, or service order level.

Search in the Resource Calendar

  1. On the Desktop Client Web menu bar, click Reservations > Reservations > Resource Calendar.
  2. Click the Basic/Advanced toggle to select the search type.

Basic search in the Resource Calendar

  1. Set the Month and Year.
  2. Enter search criteria:
Field Description
Include Canceled Select this option to include resource items from canceled reservations.
Category Select a specific booking detail category.
Resource Select a specific resource item. This field is available only if a category is selected.
  1. Click Get Data or Refresh. Results appear on the Results tab.
  2. From the Results tab, you can:
    • View bookings: Click a date in the upper pane to view bookings in the lower pane. The lower pane is an EMS Browser window.
    • Open in Navigator: Double-click an entry to open it in the Navigator.
    • Print: Click Print to print results.
    • Export: Click Export to export results to Microsoft Excel.
  3. Click Close. To reset columns, see User Settings.

Advanced search in the Resource Calendar

  1. Set the date range and click Options to edit search filters.
  2. For each field level option:
    • Select the field and click Move (>).
    • Enter a value or define limits and click OK.
  3. Click Get Data or Refresh.

Set up favorite fields for a Resource Calendar search

  1. Open the Resource Calendar and ensure Advanced features are displayed.
  2. Select a field on the All Fields tab and click Add to Favorites.
  3. Optionally, click Save Value in the Filter dialog to reuse specific criteria.