PMO Accelerator Object Views › Resource › Resource Filter Views

Resource Filter Views

By default, the List Filter view appears on the same page as the List Column view, but the List Filter View is in a collapsed state. You can expand the filter by clicking the Plus icon to see the filter options.

From this view, you can do the following:

• Filter by Resource/Role Name, Resource/Role ID, OBS Unit, OBS Unit – Filter Mode, Primary Role, Filter Mode, Is Role, Resource Manager, Employment Type, Resource Type, Category, and Active. By default, Is Role, Employment Type, and Resource Type are set to All, and Active is set to Yes.

To filter a list of resources added to the investment team:

1. Open Home.
2. From the menu, click the investment type such as Projects.
3. Open a project.

   The Properties page appears.

4. Click the Team tab.
5. Click the Add button.

   The List Filter view appears by default on the same page as the List Column view in an expanded state. From this view, you can do the following:

   • Filter by Resource/Role Name, Resource/Role ID, OBS Unit, OBS Unit – Filter Mode, Primary Role, Filter Mode, Resource Manager, Employment Type, Resource Type, Category, and Is Role. By default, Employment Type, Resource Type, and Is Role are set to All.

To filter a list of resources assigned to tasks:

1. Open Home.
2. From the menu, click the investment type such as Projects.
3. Open a project.

   The Properties page appears.

4. Click the Task tab.
5. Select a task.
6. Click the Assign button.

   The List Filter view appears by default on the same page as the List Column view in an expanded state. From this view, you can do the following:

   • Filter by Resource/Role Name, Resource/Role ID, OBS Unit, OBS Unit – Filter Mode, Primary Role, Filter Mode, Resource Manager, Employment Type, Resource Type, Category, Is Role, and Is Team Member. By default, Employment Type, Resource Type, Is Role, and Is Team Member are set to All.

To find a list of resources with a specific skill set or availability:

1. Open Home.
2. From the menu, click Resource Finder.

   The List Filter view appears by default on the same page as the List Column view in an expanded state. From this view, you can do the following:

   • Filter by Resource Name, Resource ID, OBS Unit, OBS Unit – Filter Mode, Role, Filter Mode, Employment Type, Availability, Availability Threshold (%), Include Soft-booked Resources check box, Skills, and Skills Threshold (%). By default, Employment Type is set to All.

To filter a list of resources associated to a department:

1. Open Home.
2. From the menu, click Departments.
3. Open a department.

   The Properties page appears.

4. Click the Resources tab.

   The Department Resources List Column view appears by default below the department Resource Aggregation portlet. By default, the List Filter view appears on the Department Resources List Column view in a collapsed state where only the filter field appears. You can expand the filter by clicking the Plus icon and see more filter options.

   From this view, you can do the following:

   • Filter by Resource Name, Resource ID, Primary Role, Filter Mode, Show Resources in Sub-departments check box, Resource Manager, Employment Type, Resource Type, and Active. By default, Employment Type and Resource Type are set to All, and Active is set to Yes.