You can filter the task details you see in the Assignments tab of Resource Management. This helps you quickly locate the projects and tasks you want to focus on.


1. Project Filter


Use the Project filter to view only the tasks related to a specific project.

  • Click the Project selection field

  • Choose the project you want to view

  • Apply the filter to display only the tasks for that project


2. People Filters


The People filters allow you to narrow down tasks based on user-related information.


To use these filters, you first need to ensure the related data is added for users in Salesforce. Only then can the filters work as expected.


The available People filters include:

  • Admin Units – Add administrative units in the Administrative Unit object and link them to TT Users.

  • Departments – Add departments and link them to TT Users.

  • Disciplines – Add disciplines in the Discipline object and link them to TT Users.

  • Role Levels – Define role levels and link them with the TT Users and with the TT Tasks.

  • Roles – Add roles and link them with TT Tasks and TT Users.

  • Teams – Create teams and associate them with TT Users.

Once these details are set up, you can apply the filters to view only the tasks that match your chosen criteria.


3. Role and Discipline filters


  • Unassigned by Discipline:
    After adding the disciplines, link them to the corresponding tasks. When you click Unassigned by Discipline under the Assignments tab, it displays the tasks that are not yet assigned, along with their associated discipline, at the bottom of the People Assignments section.
  • Unassigned by Roles:
    Create the roles and assign them to the relevant tasks in your org. When you select a role, the People Assignments tab displays all tasks associated with that role that are not yet assigned to anyone in the org.