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Function documentationResource-List Filter and Extension Locate this document in the navigation structure

 

To reduce the number of resources displayed, you can filter the resource list for specific criteria. To obtain additional resources if the current ones are not suitable or sufficient, you can extend the resource list.

Features

Filtering the Resource List

You can filter the resource list by the following criteria:

  • Personnel resources for one or more resource planning nodes

  • Personnel resources of a specific resource type

  • Personnel resources that belong to a specific postal code area

  • You can enter an order type to filter the assignments of the filtered personnel resources. The system then displays only those personnel resource assignments for the demands with the corresponding order type.

  • On call: You can display personnel resources that have general on-call availability or that have specific on-call types in the period displayed. The system then displays only those on-call types that are assigned to the resource planning nodes currently displayed in the planning board and worklist.

  • Tool resources with a specific short text

You configure the settings for the resource filter in a separate window. This opens when you:

  • Choose Filter Resources from the context menu for the demand

  • Choose Filter for Resources (Filter for Resources) from the application toolbar above the resource list

If the resource list is filtered, this is shown by the extended column header Resource (Filtered).

To set a saved variant of the resource filter as the default, enter the variant in the user settings under   Visible Objects   Display of Resources   Filter for Resources  .

Extending the Resource List

You can extend the resource list in the planning board by adding resources from another resource planning node, for example. To do this, choose Additional Resource from the context menu of a resource and enter the personnel resource, tool, team, or another resource planning node in the subsequent window.

Sorting the Resource List

The sequence in which the resource types (teams, employees, and tools) are displayed in the resource list depends on the Customizing settings for the current user profile. You can also sort the resources on a user-specific basis using the BAdI under   Enhancements   Scheduler Workplace   BAdI: Sorting of Resources  .