Sort and Filter the Workforce Assignments List
Objective
To sort and filter the Workforce Assignments List.
Background
The Workforce Assignments List provides a list view of all your current workforce assignments. You can sort and filter the list 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.
Prerequisites
Steps
You can select any one of the options below to locate workforce assignments.
Note: These steps can be completed in any order.
Sort Workforce Assignments
Complete the steps below to sort the items in the Workforce Assignments List.
- Navigate to the Company level Workforce Planning tool.
- Click Assignments and select Assignments List.
- Click the caret
icon next to the name of the header by which you want to sort. Click the caret icon again to switch between ascending and descending sort orders.
Notes:- You can update your view to see additional columns. See View the Workforce Assignments List.
- Only columns with the caret icon are available for sorting.
Filter Workforce Assignments
Complete the steps below filter the items in the Workforce Assignments List.
- Navigate to the Company level Workforce Planning tool.
- Click Assignments and select Assignments List.
- Click the filter
icon. - Click Matches to filter by details that match your filter or click Doesn't Match to show assignments that do NOT match the filters.
- Select to filter by:
- Allocation Type. Select this to filter by allocation type, then select Hours or Percent.
- Assignment End Date. Select this to filter by assignments that end On or Before, On or On or After a designated date, then select the date.
- Assignment Overtime. Select this to filter by assignments by whether they include overtime.
- Assignment Percent Allocated. Select this to filter by assignments that are Less Than, Less Than or Equal To, Equal To, Greater Than or Equal To or Greater than a specific allocation, then enter the value of the allocation.
- Assignment Start Date. Select this to filter by assignments that start On or Before, On or On or After a designated date, then select the date.
- Assignment Status. Select this to filter by assignment status, then select the request status. See Configure Assignment and Request Statuses for Workforce Planning.
- Employee ID. Select this to filter by employee ID, the enter the employee ID.
- Person. Select this to filter by person, then select the person.
- Person Status. Select this to filter by a person's status, then select the status.
- Project. Select this to filter by a specific project, then select the project.
- Project Status. Select this to filter by project status, then select the project status.
- [Custom Fields]. Custom fields that are created for people or assignments and are filterable, appear at the end of the list.
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).
- To revert filters back to their default settings, click the rubbish can
icon.