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Search and Filter the Assignments Gantt

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Objective

To search and filter Assignments Gantt and see a multi-day view of workforce requests and workforce assignments.

Background

Assignments Gantt allows you to view workforce requests and workforce assignments across all projects and people within your company. Assignments Gantt provides a multi-day view from one (1) day up to three (3) years. You can search and filter the Assignments Gantt to find the information you need such as all active projects, time off, percent allocation of workforce and all open requests. See How do I view workforce allocation percentage?

Things to Consider

Steps

You can select any one of the options below to locate workforce assignments. 

Note: These steps can be completed in any order.

Search for People

Complete the steps below to search for people.

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select Assignments Gantt.
  3. Select People.
    clipboard_e0b871ff5e884d4e53fad29cb0fcf5022.png
  4. Enter a person's first name, last name or employee ID in the Search People box. Then click the magnifying glass icon or press the ENTER/RETURN key on your keyboard to initiate your search.
    clipboard_eb7652cfb5e19d0abc05da88493e6fb7d.png

Search for Projects

Complete the steps below to search for a project.

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select Assignments Gantt.
  3. Select Projects.
    clipboard_eec8772bcc04d4b76e7957914de087972.png
  4. 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.
    clipboard_efe75752a247282bd4bbb8643fede2c2b.png

Filter People

Complete the steps below filter the items in the Assignments Gantt.

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select Assignments Gantt.
  3. Select People.
    clipboard_e0b871ff5e884d4e53fad29cb0fcf5022.png
  4. Click the filter icon-filter-wfp.png icon.
  5. 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.
  6. Select to filter by:
    • Gender. Select this to filter by gender, then select the gender.
    • Hide Empty People. Select this to hide people without workforce assignments, then select True.
    • Job Titles. Select this to see a list of job titles, then select the Job Title.
    • Only Show. Select this to only show certain kinds of entries, then select Assignments or Time Off.
    • Projects. Select this to filter by a specific project, then select the project.
    • Tags. Tags that have been configured for people. See Configure Tags for Workforce Planning.
       Tip
      To apply AND logic to your tag filters, mark all the tickboxes for your filter selection.
      • For example, if wanting to see people with both Tag A and Tag B:
        1. Click the filter icon-filter-wfp.png icon.
        2. Click Matches.
        3. Select to filter by Tag. 
        4. Mark the tickboxes for Tag A and Tag B.
        5. Click the tick icon-check-wfp.png to apply the filter(s).
      To apply OR logic to your filters, individually filter for each tag.
      •  For example, if wanting to see Users OR Assignable Users:
        1. Click the filter icon-filter-wfp.png icon.
        2. Click Matches.
        3. Select to filter by Tag. 
        4. Mark the tickbox for Tag A.
        5. Click the tick in the modal.
        6. Click the filter icon-filter-wfp.png icon.
        7. Click Matches.
        8. Select to filter by Tag. 
        9. Mark the tickbox or Tag B.
        10. Click the tick in the modal.
        11. Click the tick icon-check-wfp.png to apply the filter(s).
    • [Custom Fields]. Custom fields that have been configured for assignments and are filterable, will 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 tickbox must be marked in the custom field's configuration. See Configure Custom Fields for Workforce Planning.
  7. Click the tick icon-check-wfp.png to apply the filter(s).
  8. If you want to clear filters that you have applied, click the 'x' next to the filter, then click tick icon-check-wfp.png to clear the filter(s).
  9. If you want to clear additional filters and revert back to default filters, click the rubbish can icon-trash-wfp.png icon.
Examples

To see Time Off over time, select the following filters:

  • Select 'Only Show' and click Time Off.
  • Select 'Hide Empty People' and click True.

To hide people without assignments use the following filter:

  • Select 'Hide Empty People' then click True.

Filter Projects

Complete the steps below filter the items in the Assignments Gantt.

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select Assignments Gantt.
  3. Select Projects.
    clipboard_eec8772bcc04d4b76e7957914de087972.png
  4. Click the filter icon-filter-wfp.png icon.
  5. 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.
  6. Select to filter by:
    • Tender 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.
    • Hide Empty Projects. Select this to hide projects with no workforce assignments or workforce requests, then select True.
    • Job Titles. Select this to see a list of job titles, then select the Job Title.
    • Only Show. Select this to only show certain kinds of entries, then select Assignments or Requests.
    • 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 that have been configured for people. See Configure Tags for Workforce Planning.
       Tip
      To apply AND logic to your tag filters, mark all the tickboxes for your filter selection.
      • For example, if wanting to see people with both Tag A and Tag B:
        1. Click the filter icon-filter-wfp.png icon.
        2. Click Matches.
        3. Select to filter by Tag. 
        4. Mark the tickboxes for Tag A and Tag B.
        5. Click the tick icon-check-wfp.png to apply the filter(s).
      To apply OR logic to your filters, individually filter for each tag.
      •  For example, if wanting to see Users OR Assignable Users:
        1. Click the filter icon-filter-wfp.png icon.
        2. Click Matches.
        3. Select to filter by Tag. 
        4. Mark the tickbox for Tag A.
        5. Click the tick in the modal.
        6. Click the filter icon-filter-wfp.png icon.
        7. Click Matches.
        8. Select to filter by Tag. 
        9. Mark the tickbox or Tag B.
        10. Click the tick in the modal.
        11. Click the tick icon-check-wfp.png to apply the filter(s).
    • [Custom Fields]. Custom fields that have been configured for assignments and are filterable, will 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 tickbox must be marked in the custom field's configuration. See Configure Custom Fields for Workforce Planning.
  7. Click the tick icon-check-wfp.png  to apply the filter(s).
  8. If you want to clear filters that you have applied, click the 'x' next to the filter, then click tick icon-check-wfp.png to clear the filter(s).
  9. If you want to clear additional filters and revert back to default filters, click the rubbish can icon-trash-wfp.png icon.
Examples

To see all Open Requests, select the following filters:

  • Select 'Hide Empty Projects' and click True.
  • Select 'Only Show' and click Requests.

To hide projects without assignments, select the following filters:

  • Select 'Hide Empty Projects' and click True.