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Filter and Sort a People List by Capacity
Create People Lists that show which users are over or under capacity.
Important: The features described on this support page require the Capacity Planning Module, which is currently in a closed BETA.
Filter a People List by Capacity
People Lists are a great way to view the Current Capacity for a group of individuals. When creating a People List, you use the User Filter to set criteria for the people that are included in your List.
Use the Capacity Planning section in the User Filter to create a List of People based on whether they are under or over capacity for a specific Capacity Category.
To filter a People List by Capacity:
- Select a Capacity Category.
- Once selected, two more fields will appear beneath the Capacity Category.
- Select Over Capacity or Under Capacity
- Leaving this field blank will result in a List that includes all People with a Capacity Commitment configured for the selected Capacity Category.
- Hours or Items: A dropdown for Hours or Items will be included based on the measurement used in the selected Capacity Category.
- You can leave this field blank if you don't need to specify how much each User is Over or Under Capacity.
Sort a People List by Capacity
Sorting a People List by Capacity helps you quickly view the people who have the most or least available Capacity.
To sort a People List by Capacity:
- Hover over the column header of the Capacity Category you are interested in. It will highlight gray.
- Select the drop-down arrow. In the resulting menu:
- Select Sort Ascending to order the List so that people with the most available Capacity are listed first.
- Select Sort Descending to order the List so that people with the least available Capacity are listed first.
Pro Tip: When using a People List Card or a custom People List, ensure your sort settings are saved by configuring them in the User Filter. This guarantees the list is sorted the same way every time you view it.