Sort and Filter the Resource Assignments List

Things to Consider

Steps

Sort the Assignments List

  1. Navigate to the Company level Resource Planning tool.

  2. Click Assignments and select Assignments List.

  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 the Assignments List

  1. Navigate to the Company level Resource Planning tool.

  2. Click Assignments and select Assignments List.

  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 the filter, click the 'x' on the individual filter or click Clear All Filters.

See Also

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