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Planview Customer Success Center

Filter Resources by Skills

What's New

In Capacity Planning, you can now filter resources by skills in the Assign Resources window.

Benefits

Easier matching of resources to skills. Filter resources by their skills to quickly see which relevant resources are available, and assign them to the Project(s).

How it Works

Note: Skills must be included in the staffing requests for them to appear in the Assign Resources window.

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By default, the Assign Resources window already filters resources by required skills. To filter resources by additional skills, or to remove the filter, click the filter icon, and expand Skills. Select or clear skills and click Apply.

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