Search, Sort, and Filter the Resource Requests List
Things to Consider
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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.
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When filtering tags, you can apply AND logic or OR logic.
Steps
Search Resource Requests
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Navigate to the Company level Resource Planning tool.
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Click Requests and select Requests List.
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Enter a project name or project number in the Search Requests box, then click ENTER/RETURN on your keyboard.
Sort Resource Requests
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Navigate to the Company level Resource Planning tool.
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Click Requests and select Requests List .
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Click the column header to sort by that column.
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Optional: Click again to switch between
ascending ascending or
descending order.
Filter Resource Requests
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Navigate to the Company level Resource Planning tool.
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Click Requests and select Requests List.
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Click the filter
icon. -
Select to filter by:
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Job Title
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Project
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Project Status
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Request Status
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Starting Date
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Ending Date
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Tags
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Created By
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[Custom Fields]
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