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Rechercher, trier et filtrer les ressources sur les tableaux des affectations

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Éléments à considérer

Étapes

  • Bêta

  • Héritage

    • Rechercher des personnes

    • Afficher par disponibilité de personnes

    • Trier les personnes

    • Filtrer les personnes

Bêta

  1. Accédez à l’outil Planification des ressources au niveau de la compagnie.

  2. Click Assignments and select Boards (Beta).

  3. Click the resource bench PeopleGroup icon to open a list of your resources.

    • Rechercher

      • Enter a resource name and press Enter on your keyboard to search.

    • Filtrer

      • Click Job Titles and select the job titles.

      • Click Tags and select the tags.

      • Click the status drop-down menu to filter by resources that are Available, Assigned, or Off.

    • Trier

      • Click Sort By and select Job Title or Name.

Héritage

  • Rechercher des personnes

  • Afficher par disponibilité de personnes

  • Trier les personnes

  • Filtrer les personnes

Rechercher des personnes

  1. Accédez à l’outil Planification des ressources au niveau de la compagnie.

  2. Cliquez sur Affectations et sélectionnez Tableaux.

  3. Locate the 'resource bench', or click the resource bench Icon Resource Bench Wfp icon to expand the resource bench. See What is the 'resource bench' in Resource Planning?

  4. Enter the name of the person in the Search Resources box. Then click the magnifying glass icon or press the ENTER/RETURN key on your keyboard to initiate your search.
    Clipboard Ed26d8eb066d42310df6d494f54ddc4fc

Afficher les personnes par disponibilité

  1. Accédez à l’outil Planification des ressources au niveau de la compagnie.

  2. Cliquez sur Affectations et sélectionnez Tableaux.

  3. Select the date you want to view.

  4. Locate the 'resource bench', or click the resource bench Icon Resource Bench Wfp icon to expand the resource bench. See What is the 'resource bench' in Resource Planning?

  5. Cliquez pour voir les personnes selon les disponibilités suivantes :

    • Available. People who do not have a resource assignment on the date selected.

    • Assigned. People who have an a resource assignment on the date selected.

    • Off. People who are off on the day selected. See Create Time Off in Resource Planning.
      Note: You can view the details for time off by hovering over the person's name and clicking the Gantt Icon Gantt Wfp icon.

Filtrer les personnes

  1. Accédez à l’outil Planification des ressources au niveau de la compagnie.

  2. Cliquez sur Affectations et sélectionnez Tableaux.

  3. Locate the 'resource bench', or click the resource bench Icon Resource Bench Wfp icon to expand the resource bench. See What is the 'resource bench' in Resource Planning?

  4. Click the gear Icône Engrenage Pam icon on the resource bench.

  5. Click Matches to filter by details that match your filters, or click Doesn't Match to show assignments that do not match the filter.

  6. Sélectionnez votre filtre :

    • Gender. Select this to filter by gender, then select the gender.

    • Job Titles. Select this to filter by job title, then select the job title. See Configure Job Titles for Resource Planning.

    • Wage. Select this to filter by wages 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 wage.

    • Tags. Tags that have been configured for people. See Configure Tags for Resource Planning.

    • [Custom Fields]. Custom fields that are created for people and are filterable.
      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.

  7. Click Apply to apply the filter(s).

  8. To clear filters:

    • Click the delete Icon Trash Wfp icon to clear all filters.
      OR

    • Click the settings Icône Engrenage Pam icon on the resource bench and click the 'X' next to the specific filters you want to clear. Then click Apply.

Trier les personnes

  1. Accédez à l’outil Planification des ressources au niveau de la compagnie.

  2. Cliquez sur Affectations et sélectionnez Tableaux.

  3. Locate the 'resource bench', or click the resource bench Icon Resource Bench Wfp icon to expand the resource bench. See What is the 'resource bench' in Resource Planning?

  4. Click the dropdown menu to Sort Cards By.