Sort and Filter the Resource Assignments 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.
Sort the Assignments List
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Navigate to the Company level Resource Planning tool.
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Click Assignments and select Assignments 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 the Assignments List
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Navigate to the Company level Resource Planning tool.
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Click Assignments and select Assignments List.
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Click Filters.
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Select to filter by the following fields:
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Name
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Job Title
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Status
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Start Date
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End Date
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Employee ID
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Assignment Percent Allocated
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Assignment Overtime
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Project Status
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Allocation Type
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Project Role
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[Custom Field]
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To clear the filter, click the 'x' on the individual filter or click Clear All Filters.

