PMO Accelerator Object Views › Team › Team Filter Views

Team 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:

• For projects and programs, filter by Requirement Name, Resource/Role Name, Resource/Role ID, Resource OBS, Resource OBS – Filter Mode, Project Role, Resource Type, Booking Status, Unstaffed, Open for Time, and Resource Active. By default, Resource Type is set to Labor, Booking Status, Unstaffed, and Open for Time are set to All, and Resource Active is set to Yes.
• For other investments, filter by Requirement Name, Resource/Role Name, Resource/Role ID, Resource OBS, Resource OBS – Filter Mode, Investment Role, Resource Type, Booking Status, Unstaffed, Open for Time, and Resource Active. By default, Resource Type is set to Labor, Booking Status, Unstaffed, and Open for Time are set to All, and Resource Active is set to Yes.

To filter a list of allocations for a resource or role:

1. Open Home.
2. From the menu, click Resources.
3. Open a resource.

   The Properties page appears.

4. Click the Allocations tab.
5. Select Summary or Detail from the drop-down list.

   The List Filter view appears by default on the same page as the List Column view in a collapsed state. In this state, 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 Investment Name, Investment ID, Investment OBS, Investment OBS – Filter Mode, Investment Role, Approved, Investment Manager, Investment Active, Booking Status, and Open for Time. By default, Approved, Booking Status, and Open for Time are set to All, and Investment Active is set to Yes.

To filter a list of team members you can assign 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, followed by the Team button.

   Note: The Assignment Pool option must be set to Resource Pool.

   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, Resource OBS, Resource OBS – Filter Mode, Project Role, Resource Type, Booking Status, and Zero Allocation. By default, Resource Type is set to Labor, Booking Status is set to All, and Zero Allocation is set to No.