Search, Sort, and Filter the People List

• 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.

• Add People to Resource Planning

• Search for People

• Sort People

• Filter People

Search for People

1. Navigate to the Company level Resource Planning tool.

2. Click People and select People List.

3. Enter a person's first name, last name, or employee ID in the 'Search' box.

Sort People

1. Navigate to the Company level Resource Planning tool.

2. Click People and select People List.

3. Click the column header to sort by that column.

4. Optional: Click again to switch between ascending ascending or descending order.

Filter People

1. Navigate to the Company level Resource Planning tool.

2. Click People and select People List.

3. Click the filter icon.

4. Select from the following filters:

   • Job title

   • Gender

   • Type

   • Status

   • Tags

   • Hourly Wage

   • [Custom Fields], see Configure Custom Fields for Resource Planning.