Search, Sort, and Filter People on the Assignments Boards

• Required User Permissions

• You can change what information is displayed under the person's name in your tool Settings. For instructions, see View the Assignment Boards.

• To filter on a custom field, the Enable Use as Filter checkbox must be marked in the custom field's configuration settings. See Configure Custom Fields for Resource Planning.

• Search for People

• View by People Availability

• Sort People

• Filter People

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 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.
   

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 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.

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 to expand the resource bench. See What is the 'resource bench' in Resource Planning?

4. Click the gear 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 delete icon to clear all filters.
     OR

   • Click the settings 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 to expand the resource bench. See What is the 'resource bench' in Resource Planning?

4. Click the dropdown menu to Sort Cards By.

   • Select Name to sort names alphabetically.

   • Select Job Title to sort job titles by the hierarchy in your Job Title settings. See Configure Job Titles for Resource Planning.