Search, Sort, and Filter the Resource Requests 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.

Search Resource Requests

1. Navigate to the Company level Resource Planning tool.

2. Click Requests and select Requests List.

3. Enter a project name or project number in the Search Requests box, then click ENTER/RETURN on your keyboard.

Sort Resource Requests

1. Navigate to the Company level Resource Planning tool.

2. Click Requests and select Requests List .

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

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

Filter Resource Requests

1. Navigate to the Company level Resource Planning tool.

2. Click Requests and select Requests List.

3. Click the filter icon.

4. Select to filter by:

   • Job Title

   • Project

   • Project Status

   • Request Status

   • Starting Date

   • Ending Date

   • Tags

   • Created By

   • [Custom Fields]