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Sort and Filter the Resource Assignments List

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Objective

To sort and filter the Resource Assignments List.

Background

The Assignments List provides a list view of all your current resource assignments. You can sort and filter the list to find the information you need.

Things to Consider

Steps

Assignments List

Sort Resource Assignments

  1. Navigate to the Company level Resource Planning tool.
  2. Click Assignments and select Assignments List.
  3. Click the caret icon-caret2-wfp.png icon next to the name of the header by which you want to sort. Click the caret icon-caret2-wfp.png icon again to switch between ascending and descending sort orders.
    Notes:
    • You can update your view to see additional columns. See View the Assignments List.
    • Only columns with the caret icon are available for sorting.

Filter Resource Assignments

  1. Navigate to the Company level Resource Planning tool.
  2. Click Assignments and select Assignments List.
  3. Click the filter icon-filter-wfp.png icon.
  4. Click Matches to filter by details that match your filter, or click Doesn't Match to show assignments that do NOT match the filters.
  5. Select to filter by:
    • Allocation Type. Select this to filter by allocation type, then select Hours or Percent.
    • Assignment End Date. Select this to filter by assignments that end On or Before, On, or On or After a designated date, then select the date.
    • Assignment Overtime. Select this to filter by assignments by whether they include overtime.
    • Assignment Percent Allocated. Select this to filter by assignments that are Less Than, Less Than or Equal To, Equal To, Greater Than or Equal To, or Greater than a specific allocation, then enter the value of the allocation.
    • Assignment Start Date. Select this to filter by assignments that start On or Before, On, or On or After a designated date, then select the date.
    • Assignment Status. Select this to filter by assignment status, then select the request status. See Configure Assignment and Request Statuses for Resource Planning.
    • Employee ID. Select this to filter by employee ID, the enter the employee ID.
    • Person. Select this to filter by person, then select the person.
    • Person Status. Select this to filter by a person's status, then select the status.
    • Project. Select this to filter by a specific project, then select the project.
    • Project Status. Select this to filter by project status, then select the project status. 
    • [Custom Fields]. Custom fields that are created for people or assignments, 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 icon-check-wfp.png to apply the filter(s).
  6. 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).
  7. To revert filters back to their default settings, click the trash can icon-trash-wfp.png icon.

Assignments List (Beta)

Sort Resource Assignments on the Assignments List (Beta)

 In Beta
This feature is in beta and available for customers using the Resource Planning tool.
  1. Navigate to the Company level Resource Planning tool.
  2. Click Assignments and select Assignments List (Beta).
  3. Click the column header to sort by that column.
  4. Optional: Click again to switch between icon-ag-grid-sort-ascending.png ascending ascending or icon-ag-grid-sort-descending.png descending order.

Filter Resource Assignments on the Assignments List (Beta)

 In Beta
This feature is in beta and available for customers using the Resource Planning tool.
  1. Navigate to the Company level Resource Planning tool.
  2. Click Assignments and select Assignments List (Beta).
  3. Click Filters.
  4. Select to filter by the following fields:
    • Name
    • Job Title
    • Status
    • Start Date
    • End Date
    • Employee ID
    • Assignment Percent Allocated
    • Assignment Overtime
    • Project Status
    • Allocation Type
    • Project Role
    • [Custom Field]
  5. To clear filters, click the 'x' on the individual filter or click Clear all Filters.

See Also