Filter Wizard - Resources - Permanent page
You use the Filter Wizard to create and edit the criteria of filters, which items must meet in order to be included in a filter. This page of the Filter Wizard appears if you have chosen to filter tasks or allocations by permanent resources. You use this page to specify the permanent resources that will be included in the filtered view.
As well as filtering for tasks and allocations with a specific permanent resource, you can also filter for tasks and allocations with a particular amount of effort
How to access the Filter Wizard
To access the Filter Wizard, click Insert or Edit within the Filter Properties dialog.
Explanation of the fields on the dialog
| Field | Description |
|---|---|
| Permanent resource hierarchy |
Select the permanent resource(s) that you want to include in the filtered view. You can select as many resources as you like.
If you want to filter for tasks that have no permanent resource assigned to them, select Items with no resources. |
| Look for cost rates | Select this check box to filter for permanent resources with a specific cost and income rate, or clear the check box to filter regardless of cost and income rate. |
| Cost and income rate hierarchy | Select the cost and income rates in which you are interested. |
| All allocation types | Click this radio button to filter for both demand and scheduled allocations. |
| Scheduled allocations | Click this radio button to filter for scheduled allocations only. |
| Demand allocations | Click this radio button to filter for demand allocations only. |
| Look for effort values | Select this check box to filter for permanent resource allocations with a specific effort amount. |
| Type |
For scheduled allocations, choose whether to filter for total effort or remaining effort; for demand allocations, choose whether to filter for total demand or pending demand. |
| Equality | Specify whether you want to filter for items with amounts of effort that are greater than, less than, or equal to the specified amount. |
|
|
Enter the amount of effort in which you are interested. |
| Use total task effort values | Click this radio button to filter according to the total amount of effort on tasks. |
| Use individual allocation effort | Click this radio button to filter according to the amount of effort recorded against individual allocations. |
| Ask me which resources to use each time the filter is applied | Select this check box if you want to be able to specify the permanent resource parameters each time you apply the filter, or clear the check box to use the parameters specified in this wizard each time. |
How do I...
... specify the permanent resource parameters on which to filter?
- Select the permanent resource(s) that you want to include in the filtered view. You can select as many permanent resources as you like.
- If you want to filter for tasks that have no permanent resource assigned to them, select Items with no resources.
- Use the radio buttons in the Search options group to specify whether you want to filter for scheduled allocations, demand allocations, or all allocation types.
- If you want to filter for permanent resource allocations with a specific amount of effort, select the Look for effort values check box, then specify the effort parameters in the remaining fields.
- If you want to filter for permanent resources with a specific cost and income rate, select the Look for cost rates check box, then select the cost and income rate(s) in the field below.
- If you want to be able to specify the permanent resource parameters each time you apply the filter, select the Ask me which permanent resources to use... check box.
- Click Next to access the following page.