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Filtering Content in the Resource Planner

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The information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

Using filters, you can modify how much information displays in the Resource Planner.
You can filter the information displayed in the Resource Planner by the following objects and fields:

  • Portfolio
  • Project Status
  • Team
  • Job Role
  • Resource Pool

You can save your filters to use them at a later time. The filters you create are visible to all the Resource Managers in the system. 

Applying a filter does not change the allocation and availability data in the Resource Planner for projects, roles, or users. The filter changes only the amount of data that you see.

The filtered results do not change if you select a different view for the Resource Planner.
For more information about changing the view in the Resource Planner, see the "Project or Role View Selection" section in "Planning in the Resource Planner."

Creating Custom Filters

  1. Navigate to the People area in your Global Navigation Bar.
  2. Select the Planning tab.
  3. Select the Resource Planner sub-tab. 
    Ensure that the prerequisites for viewing the correct information in the Resource Planner are in place.
    For more information about the necessary prerequisites for working with the Resource Planner, see the "Understanding Prerequisites for Resource Planning" section in "Getting Started with Resource Planning."
  4. Click the Filters icon in the upper-left of the Resource Planner.
    filter_icon.png
  5. (Optional) Do any or several of the following:
    • Click Portfolio and start typing the name of one or multiple portfolios whose projects you want to display.
    • Click Project Status and specify one or several statuses for your projects.
      Only the following statuses are available:
      • Current
      • Planning
      • Approved
      • Idea
      • On Hold
      • Requested
        NOTE Projects in statuses that do not equate to one of the above statuses cannot be displayed in the Resource Planner.
    • Click Team and start typing the name of one or multiple teams which are associated with the users you want to view, or which are assigned to tasks in the projects you want to view.
    • Click Job Role and start typing the name of one or multiple job roles which are associated with the users you want to view, or which are assigned to tasks in the projects you want to view.
    • Click Pools and start typing the name of one or multiple Resource Pools which are associated with the projects you want to view.
  6. Click Save to save your selections.
    The Save Filter dialog box opens.
    save_filter_box_in_RP.png
  7. Specify a name for the filter.
    This is a required field.
    NOTE Only the following special characters are allowed in the filter name: 
    • comma
    • slash
    • hyphen
    • underscore
  8. Click Save and apply.
    The fields or objects that have been modified in a Custom Filter have a blue dot next to them, when the filter is saved.
    blue_dots_on_RP_filters.png
    The results in the Resource Planner are now filtered by the criteria you defined. 

Applying an Existing Filter

  1. Navigate to the Resource Planner.
  2. In the filters area, expand the Filter drop-down menu.
    By default, the Resource Planner displays with no filter and the filter option should be None.
  3. Select a filter you created from the drop-down menu. 
    The filter is applied automatically. 
  4. (Optional) Click the filter icon to display the filtering options, then click Clear All to clear the filtering criteria and display all the projects, job roles, and users. 

Editing a Custom Filter

You can rename a custom filter which you previously saved, or you can change the criteria of the filter. 

When you edit a filter, it is updated for all the Resource Managers in the system. 

Renaming a Filter

  1. Navigate to the Resource Planner and click the Filters icon.
  2. Select a saved custom filter from the filters drop-down menu.
  3. Click the Edit Filter icon.
    edit_name_on_filter_in_rp.png
  4. Specify a new name for the filter in the Rename Filter dialog box.
  5. Click Save
    The filter is saved with the same criteria as before, but with a new name. 

Editing the Criteria of a Filter

You can edit the criteria within an existing filter.

To edit the criteria of a filter:

  1. Navigate to the Resource Planner and click the Filters icon.
  2. Select a saved custom filter from the filters drop-down menu.
  3. Click any of the objects and fields available to specify new criteria for them.
    For more information about defining filter criteria, see "Creating Custom Filters."
  4. Click Save.
    The filter is saved with the same name, but with new filtering criteria.

Removing a Custom Filter

You can remove a filter when it is no longer needed. 

When you remove a filter, it is removed for all the Resource Managers in the system. Ensure the filter you want to remove is no longer used by anyone else who is working in the Resource Planner before removing it. 

To remove a custom filter:

  1. Navigate to the Resource Planner and click the Filters icon.
  2. Select a saved custom filter from the filters drop-down menu.
  3. Click the Delete icon to remove the filter.
    delete_filter_in_rp.png
  4. Click Continue in the Remove Filter dialog box.
    The filter is permanently removed from the Resource Planner. 

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Iterate on this article: filtering by custom data. Other enhancements?

Special characters caveat might change - follow the story to know when. It originally came in Beta 3 17.3.