Search, Sort, and Filter the People List
Objective
To search, sort, and filter the People List in Resource Planning.
Background
The People List provides a list every person that is managed in Resource Planning, within the selected group. This includes people that are 'Users', 'Assignable', or 'Both'.
Things to Consider
- Required User Permissions
- 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.
- When filtering Tags, you can apply AND logic or OR logic.
- Not all columns can be sorted by.
Prerequisites
Steps
Search for People
- Navigate to the Company level Resource Planning tool.
- Click People and select People List.
- Enter a person's first name, last name, or employee ID in the 'Search' box.
Sort People
- Navigate to the Company level Resource Planning tool.
- Click People and select People List.
- Click the column header to sort by that column.
- Optional: Click again to switch between
ascending ascending or 
descending order.
Filter People
- Navigate to the Company level Resource Planning tool.
- Click People and select People List.
- Click the filter
icon. - Select from the following filters:
- Job title
- Gender
- Type
- Status
- Tags
- Hourly Wage
- [Custom Fields], see Configure Custom Fields for Resource Planning.