Search and Filter the Resource Forecast (Totals Dashboard)

The Totals dashboard helps you see current and future resource commitments to help you understand staffing and cost. See the total number of active people on your team, as well as how many people are assigned or requested for each project or job title. You can see totals by people, their custom fields, man days, hours, or cost. You can also search for projects or apply project filters to see the information you need.

• Required User Permissions

• Search for Projects

• Filter Projects

Search for Projects

1. Navigate to the Company level Resource Planning tool.

2. Click Dashboard and select Totals.

3. Enter a project name or project number in the Search Requests box. Then click the magnifying glass icon or press the ENTER/RETURN key on your keyboard to initiate your search.

Filter Projects

1. Navigate to the Company level Resource Planning tool.

2. Click Dashboard and select Totals.

3. Click the filter icon.

4. Click Matches to filter by terms that match your filters, or click Doesn't Match to show time off that does NOT match the filter.

5. Select to filter by:

   • Bid Rate. Select this to filter by the project's estimated average rate that are Less Than, Less Than or Equal To, Equal To, Greater Than or Equal To, or Greater than a specific value, then enter the value of the estimated average rate.

   • Est. End Date. Select this to filter by projects that end On or Before, On, or On or After a designated date, then select the date.

   • Job Title. Select this to filter to show totals for specific job roles.

   • Percent Complete. Select this to filter by projects where the percent complete is Less Than, Less Than or Equal To, Equal To, Greater Than or Equal To, or Greater than a specific percent, then enter the percent.

   • Start Date. Select this to filter by projects that start On or Before, On, or On or After a designated date, then select the date.

   • Status. Select this to filter by status, then select Active, Pending or Inactive.

   • Tags. Tags fields that are configured for projects. See Configure Tags for Resource Planning.

   • [Custom Fields]. Custom fields that have been configured for people and are filterable display at the end of this list. Select the custom field, then select the option by which you want to filter
     Note: To filter on a custom field, the Enable Use as Filter checkbox must be marked in the custom field's configuration. See Configure Custom Fields for Resource Planning.

6. Click the checkmark to apply the filter(s).