Search, Sort, and Filter Projects on the Assignments Boards

Objective

To search, sort, and filter projects on the Assignments Boards and see a single-day view of all active people and projects for Resource Planning.

Background

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 Projects

  1. Navigate to the Company level Resource Planning tool.
  2. Click Assignments and select Boards.
  3. Enter a project name or project number in the Search Projects box. Then click the magnifying glass icon or press the ENTER/RETURN key on your keyboard to initiate your search.
    clipboard_ef07122ee7c2958e3ec55d4d2eceb2b13.png

Sort Projects

  1. Navigate to the Company level Resource Planning tool.
  2. Click Assignments and select Boards.
  3. Select to Sort Projects By and select Project Number, Earliest Start Date, Latest Start Date, Earliest End Date, Latest End Date, or Most Complete.
    clipboard_e05a72e15338f38ff2f95a3ade08bb114.png

Filter Projects

  1. Navigate to the Company level Resource Planning tool.
  2. Click Assignments and select Boards.
  3. Click the filter icon-filter-wfp.png icon.
  4. Click Matches to filter by details that match your filters, or click Doesn't Match to show assignments that do NOT match the filter.
  5. Select to filter by:
    • Bid Rate. Select this to filter by the project's estimated average rate 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 estimated average rate.
    • Est. End Date. Select this to filter by projects that end On or Before, On, or On or After a designated date, then select the date.
    • Hide Empty Projects. Select this to hide projects with no resource assignments or resource requests, then select True.
    • Only Show. Select this to only show certain kinds of entries, then select Assignments or Requests.
    • Percent Complete. Select this to filter by projects where the percent complete is Less Than, Less Than or Equal To, Equal To, Greater Than or Equal To, or Greater Than a specific percent, then enter the percent.
    • Start Date. Select this to filter by projects that start On or Before, On, or On or After a designated date, then select the date.
    • Status. Select this to filter by status, then select Active, Pending or Inactive.
    • Tags. Tags that have been configured for people. See Configure Tags for Resource Planning.
       Tip
      To apply AND logic to your tag filters, mark all the checkboxes for your filter selection.
      • For example, if wanting to see people with both Tag A and Tag B:
        1. Click the filter icon-filter-wfp.png icon.
        2. Click Matches.
        3. Select to filter by Tag. 
        4. Mark the checkboxes for Tag A and Tag B.
        5. Click the checkmark icon-check-wfp.png to apply the filter(s).
      To apply OR logic to your filters, individually filter for each tag.
      •  For example, if wanting to see Users OR Assignable Users:
        1. Click the filter icon-filter-wfp.png icon.
        2. Click Matches.
        3. Select to filter by Tag. 
        4. Mark the checkbox for Tag A.
        5. Click the checkmark in the modal.
        6. Click the filter icon-filter-wfp.png icon.
        7. Click Matches.
        8. Select to filter by Tag. 
        9. Mark the checkbox or Tag B.
        10. Click the checkmark in the modal.
        11. Click the checkmark icon-check-wfp.png to apply the filter(s).
    • [Custom Fields]. Custom fields that have been configured for assignments and are filterable, will display at the end of this list. Select the custom field, then select the option by which you want to filter. See Configure Custom Fields for Resource Planning. 
      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.
  6. Click the checkmark icon-check-wfp.png to apply the filter(s).
  7. If you want to clear filters that you have applied, click the 'x' next to the filter, then click checkmark icon-check-wfp.png to clear the filter(s).
  8. If you want to clear additional filters and revert back to default filters, click the trash can icon-trash-wfp.png icon.

See Also