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Planview Customer Success Center

Using Advanced Search Options

You can use the Filter and Role droplist to narrow the list of resources. To fine-tune the list even further, you can search with advanced options.

Click the Advanced button to reveal additional search criteria.


Additional Criteria include Division (was Business Unit), Team, and Resource Type. You can also select specific skills you require for a resource. Each time you select a criterion, the resource list refreshes appropriately.