Sort and Filter the Resource Assignments List
Things to Consider
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.
Steps
Sort the Assignments List
Navigate to the Company level Resource Planning tool.
Click Assignments and select Assignments List.
Click the column header to sort by that column.
Optional: Click again to switch between
ascending ascending or
descending order.
Filter the Assignments List
Navigate to the Company level Resource Planning tool.
Click Assignments and select Assignments List.
Click Filters.
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]
To clear the filter, click the 'x' on the individual filter or click Clear All Filters.
See Also
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