Skip to main content

 

Planview Customer Success Center

New Replace Resource Filters

What's New

We've made it easier to replace placeholder resources with named resources, by adding 2 new filters to the Replace Resources dialog.

  • Show only users that are part of the project pool - this is an existing filter from other views that has been added to the Replace Resources dialog.
  • Filter according to the type of a resource to be replaced - A new filter that works as follows:
    If the resource to be replaced is a placeholder for a job title from a specific group, then this filter will only show named resources with the same job title and from the same group.
    If the resource to be replaced is a placeholder for a group member, then this filter will only show named resources from the same group.

mceclip0.png