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Search, Sort, and Filter People on the Assignments Boards

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Objective

To search, sort, and and filter the people on the Assignments Boards to easily find people, create resource assignments, and fill resource requests.

Background

The Assignments Boards allows you to see a single-day view of all active people and projects. You can see all active projects along with the resource requests and resource assignments for each project. You can search, sort, and filter the Assignments Boards to find the information you need.

Things to Consider

Steps

Search for People

  1. Navigate to the Company level Resource Planning tool.
  2. Click Assignments and select Boards.
  3. Locate the 'resource bench', or click the resource bench icon-resource-bench-wfp.png icon to expand the resource bench. See What is the 'resource bench' in Resource Planning?
  4. Enter the name of the person in the Search Resources box. Then click the magnifying glass icon or press the ENTER/RETURN key on your keyboard to initiate your search.
    clipboard_ed26d8eb066d42310df6d494f54ddc4fc.png

View People by Availability

  1. Navigate to the Company level Resource Planning tool.
  2. Click Assignments and select Boards.
  3. Select the date you want to view.
  4. Locate the 'resource bench', or click the resource bench icon-resource-bench-wfp.png icon to expand the resource bench. See What is the 'resource bench' in Resource Planning?
  5. Click to see people by the following availability:
    • Available. People who do not have a resource assignment on the date selected.
    • Assigned. People who have an a resource assignment on the date selected.
    • Off. People who are off on the day selected. See Create Time Off in Resource Planning.
      Note: You can view the details for time off by hovering over the person's name and clicking the Gantt icon-gantt-wfp.png icon.

Filter People

  1. Navigate to the Company level Resource Planning tool.
  2. Click Assignments and select Boards.
  3. Locate the 'resource bench', or click the resource bench icon-resource-bench-wfp.png icon to expand the resource bench. See What is the 'resource bench' in Resource Planning?
  4. Click the gear icon-gear-wfp.png icon on the resource bench.
  5. Click Matches to filter by details that match your filters, or click Doesn't Match to show assignments that do NOT match the filter.
  6. Select your filter:
    • Gender. Select this to filter by gender, then select the gender.
    • Job Titles. Select this to filter by job title, then select the job title. See Configure Job Titles for Resource Planning.
    • Wage. Select this to filter by wages that are Less Than, Less Than or Equal To, Equal To, Greater Than or Equal To, or Greater than a specific value, then enter the value of the wage.
    • Tags. Tags that have been configured for people. See Configure Tags for Resource Planning.
    • [Custom Fields]. Custom fields that are created for people and are filterable.
      Note: To filter on a custom field, the Enable Use as Filter checkbox must be marked in the custom field's configuration. See Configure Custom Fields for Resource Planning.
  7. Click Apply to apply the filter(s).
  8. To clear filters:
    • Click the trash can icon-trash-wfp.png icon to clear all filters.
      OR
    • Click the gear icon-gear-wfp.png icon on the resource bench and click the 'X' next to the specific filters you want to clear. Then click Apply.

Sort People

  1. Navigate to the Company level Resource Planning tool.
  2. Click Assignments and select Boards.
  3. Locate the 'resource bench', or click the resource bench icon-resource-bench-wfp.png icon to expand the resource bench. See What is the 'resource bench' in Resource Planning?
  4. Click the dropdown menu to Sort Cards By.