Search, Sort, and Filter the Resource Requests List

Objective

To search, sort, and filter the resource Requests List.

Background

The Requests List provides a list of all open resource requests that have been submitted. You can search, sort, and filter the list to find the information you need.

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.

Search Resource Requests

Navigate to the Company level Resource Planning tool.
Click Requests and select Requests List.
Enter a project name or project number in the Search Requests box. Then click the magnifying glass icon or press the ENTER/RETURN key on your keyboard to initiate your search.

Sort Resource Requests

Navigate to the Company level Resource Planning tool.
Click Requests and select Requests List.
Click the caret icon next to the name of the header by which you want to sort. Click the caret icon again to switch between ascending and descending sort orders.
Note: You can update your view to see additional columns. See View the Resource Request List.
Note: Only columns with the caret icon are available for sorting.

Filter Resource Requests

Navigate to the Company level Resource Planning tool.
Click Requests and select Requests List.
Click the filter icon.
Click Matches to filter by details that match your filter, or click Doesn't Match to show requests that do NOT match the filter.
Select to filter by:
- Created By. Select this to filter by the user that created the request, then select the person who created the request.
- Ending. Select this to filter by requests that end On or Before, On, or On or After a designated date, then select the date.
- Project. Select this to filter by requests for a specific project, then select the project.
- Project Status. Select this to filter by project status, then select the project status.
- Request Status. Select this to filter by request status, then select the request status. See Configure Assignment and Request Statuses for Resource Planning.
- Starting. Select this to filter by requests that start On or Before, On, or On or After a designated date, then select the date.
- Tags. Select this to filter tags that have been configured for requests. 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:
    
    Click the filter icon.
    
    Click Matches.
    
    Select to filter by Tag.
    
    Mark the checkboxes for Tag A and Tag B.
    
    Click the checkmark 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:
    
    Click the filter icon.
    
    Click Matches.
    
    Select to filter by Tag.
    
    Mark the checkbox for Tag A.
    
    Click the checkmark in the modal.
    
    Click the filter icon.
    
    Click Matches.
    
    Select to filter by Tag.
    
    Mark the checkbox or Tag B.
    
    Click the checkmark in the modal.
    
    Click the checkmark to apply the filter(s).
- [Custom Fields]. Custom fields that are created for requests and are filterable appear at the end of the list.
  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.
Click the checkmark to apply the filter(s).
If you want to clear filters that you have applied, click the 'x' next to the filter, then click the checkmark to clear the filter(s).
If you want to clear additional filters and revert back to default filters, click the trash can icon.