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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.

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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.

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