Use the Filters panel to refine the resources or projects that display in Planners. Apply complex filter criteria, save, and reset your filters.
Filtering the List of Resources or Projects
For more information about the types of filters you can use in Resource and Project Planners, see Filter Types.
To filter the list of resources or projects:
Click to open the Filters panel. The button's filter number indicates the current number of active filters.
Click to expand a filter.
Depending on the type of expanded filter:
Start typing a value in a box and select matching items that display as you type.
Click a drop-down and select the available picklist attribute options you want to add to the filter.
Select a radio button in a Boolean filter. For example, "Both".
Select a unit, operator, and a value in the Availability filter. For example, hours greater than 10.
Click Add Skill in the Skill filter and select a skill from the picklist. [Optional] Select an operator and a rating for the skill. Click to add the skill or click to undo and start again. Click Add Skill again to add another skill within your skill group. Click Remove Skill Group to delete your group of Or skills. Click Add Skill Group to create a new skill group that has an And relationship with other skill groups. Hover over a skill filter and click Edit to modify it or Delete to remove it.
[Optional] Filter on Region, Group and Practice by sub-region, sub-group, or sub-practice to display matching resources or projects associated with the immediate item and any child-levels.
Repeat the previous steps to add more filter attributes to the available filters.
[Optional] Click to collapse a filter.
[Optional] Review the filters you have selected in the Filter Summary.
Click Apply Filters and update the list of resources or projects to match the criteria defined on the enabled filters.
Clearing an Individual Filter
A filter with attributes selected always displays the Clear link.
To reset a filter:
Locate the individual filter you want to reset and click Clear.
Click next to the filter name in the Filter Summary at the top of the Filters panel.
Removing an Individual Picklist Filter Attribute
To remove an unwanted attribute from a picklist filter:
Click next to the attribute you want to remove. For example,
Click Apply Filters to update your search.
Closing the Filters Panel
To close the Filters panel, click one of the following:
to open the Filters panel. The button's filter number indicates the current number of active filters.
to expand a filter.
to add the skill or click 
to undo and start again. Click Add Skill again to add another skill within your skill group. Click Remove Skill Group to delete your group of Or skills. Click Add Skill Group to create a new skill group that has an And relationship with other skill groups. Hover over a skill filter and click 
Edit to modify it or 
Delete to remove it.
to collapse a filter.
next to the filter name in the 
