Filtering in the Assign Resource Dialog Box

If the list of resources in the Assign Resource dialog is too long, you can filter on the resources by setting an appropriate search criterion.

Filter on Columns

You can use the header to define a filter criterion. For example, you can select filters that mean that you are only interested in resources where the name starts with a "D," and they are of the "Project Manager" resource category, because you are looking for a specific known resource.

By default, the Category filter is filled in for you. If the budget line has been assigned an Employee Category, People Planner sets the corresponding resource category as the filter in the Category column.

This means that you only see resources that are of the same category as the budget line. If you want to assign other resources, you can clear the filter.

Note: In Maconomy, an employee can be a member of more than one employee category. In contrast, People Planner only supports a single employee category per employee. When you export employees from Maconomy into People Planner, the export therefore selects the first of the possible employee categories and disregards the rest. An unfortunate consequence of this is that the category filter may in fact not show all the resources that have the selected category in Maconomy. If you have this problem, you can simply clear the filter on the Category column.

Filter on Skills

Another option is to filter on resources with specific skills. You can click Filter by Skill to select skills and view resources with those skills.

Note: This filter is available only when the Resource Matching Skill Specifications feature is disabled.