Search, Sort and Filter Projects on the Assignments Boards
Objective
To search, sort and filter projects on the Assignments Boards and see a single-day view of all active people and projects for Workforce Planning.
Background
Assignments Boards allows you to see a single-day view of all active people and projects. You can see all active projects along with the workforce requests and workforce assignments for each project. You can search, sort and filter the Assignments Boards to find the information you need.
Things to Consider
- Required User Permissions:
- 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
OR
'Read Only' level permissions or higher on the Workforce Planning tool with 'View Assignments' granular permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
- 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
- Additional Information:
- 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 Workforce Planning.
- When filtering Tags, you can apply AND logic or OR logic.
Prerequisites
Steps
You can select any one of the options below to locate workforce assignments.
Note: These steps can be completed in any order.
Search for Projects
Complete the steps below to search for a project.
- Navigate to the Company level Workforce Planning tool.
- Click Assignments and select Boards.
- Enter a project name or project number in the Search Projects box. Then click the magnifying glass icon or press the ENTER/RETURN key on your keyboard to initiate your search.
Sort Projects
Complete the steps below to sort the items in the Project List.
- Navigate to the Company level Workforce Planning tool.
- Click Assignments and select Boards.
- Select to Sort Projects By and select Project Number, Earliest Start Date, Latest Start Date, Earliest End Date, Latest End Date, or Most Complete.
Filter Projects
Complete the steps below filter the items in the Assignments Boards.
- Navigate to the Company level Workforce Planning tool.
- Click Assignments and select Boards.
- Click the filter icon.
- Click Matches to filter by details that match your filters or click Doesn't Match to show assignments that do NOT match the filter.
- Select to filter by:
- Tender Rate. Select this to filter by the project's estimated average rate that are Less Than, Less Than or Equal To, Equal To, Greater Than or Equal To or Greater than a specific value, then enter the value of the estimated average rate.
- Est. End Date. Select this to filter by projects that end On or Before, On or On or After a designated date, then select the date.
- Hide Empty Projects. Select this to hide projects with no workforce assignments or workforce requests, then select True.
- Only Show. Select this to only show certain kinds of entries, then select Assignments or Requests.
- Percent Complete. Select this to filter by projects where the percent complete is Less Than, Less Than or Equal To, Equal To, Greater Than or Equal To or Greater Than a specific percent, then enter the percent.
- Start Date. Select this to filter by projects that start On or Before, On or On or After a designated date, then select the date.
- Status. Select this to filter by status, then select Active, Pending or Inactive.
- Tags. Tags that have been configured for people. See Configure Tags for Workforce Planning.
Tip
To apply AND logic to your tag filters, mark all the checkboxes for your filter selection.- For example, if wanting to see people with both Tag A and Tag B:
- Click the filter icon.
- Click Matches.
- Select to filter by Tag.
- Mark the checkboxes for Tag A and Tag B.
- Click the checkmark to apply the filter(s).
- For example, if wanting to see Users OR Assignable Users:
- Click the filter icon.
- Click Matches.
- Select to filter by Tag.
- Mark the checkbox for Tag A.
- Click the checkmark in the modal.
- Click the filter icon.
- Click Matches.
- Select to filter by Tag.
- Mark the checkbox or Tag B.
- Click the checkmark in the modal.
- Click the checkmark to apply the filter(s).
- For example, if wanting to see people with both Tag A and Tag B:
- [Custom Fields]. Custom fields that have been configured for assignments and are filterable, will display at the end of this list. Select the custom field, then select the option by which you want to filter. See Configure Custom Fields for Workforce Planning.
Note: 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 Workforce Planning.
- Click the checkmark to apply the filter(s).
- If you want to clear filters that you have applied, click the 'x' next to the filter, then click checkmark to clear the filter(s).
- If you want to clear additional filters and revert back to default filters, click the rubbish can icon.