Display Available Resources According to Capacity Requirements

Create a custom filter to identify resources whose bookings or availability meet your specific requirements.

To display resources who are available according to specific capacity requirements:

  1. Right-click the (capacity filter) drop-down in the toolbar.
  2. Choose one of the appropriate predefined options or choose Custom capacity filter to define your own criteria.

    If you choose Custom capacity filter, you can set the following criteria:

    OptionDescription
    Period
    • In visible period
    • This week
    • This month
    • This year
    Operator
    • Greater than
    • Less than
    Amount Enter the target percentage or number of hours or use the arrows to select it.
    Unit
    • Percent
    • Hours
  3. Click OK.

    The grid displays the resources who meet the specified criteria, based on resource bookings and capacity.

    The label of the capacity filter drop-down changes to indicate the criteria that you applied, such as Bookings in visible period less than 25%. If you specified a custom filter, it displays Custom capacity filter. The (filter in use indicator) is displayed in the toolbar. When no filter is in use, the capacity filter drop-down displays No capacity filter.

    Attention: Any selected capacity filter is saved as part of the toolbars in Web layouts. See Manage Shared Web Layouts: Administrator Tasks for information about Web layouts.