Filter Projects Dialog Box
Use this dialog box to filter the projects that display in Resource View.
Resource managers and project managers need to be able to search in Resource View based on both employee and project criteria, and to filter the grid to reduce the number of rows.
For example, a resource manager would first find all resources working on projects in a specific organization via the Find Resources pane. This search would return those resources in that organization and display every project the respective employees worked on. The resource manager could then use the Filter Projects dialog box to apply an additional filter to only view active projects, allowing them to focus on the resource's current capacity and, if necessary, reschedule or reassign assignments.
- Related Topics:
- Display the Filter Projects Dialog Box
Display the Filter Projects dialog box from the toolbar of the Resource View form. - Contents of the Filter Projects Dialog Box
Use this dialog box to filter the projects that display in Resource View. You can filter by project status, charge type, stage, or probability, as well as by organization or project manager.