Filter and Sort a People List by Capacity

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 Category criterion in the User Filter to create a People List based on whether users have commitments within a specific time frame or are under or over capacity for a selected Capacity Category.

To filter a People List by Capacity:

• Find the Capacity Category criteria and select a category in the drop-down field. When applied, the filter will return people who have any commitments in that category at any time. If you change the logic to “is not any of,” the filter will return people who have no commitments in the selected category.
  
• You can further refine your results by filtering for a specific date range or by whether a person is over or under capacity. 
  • Select the Date Range option to filter for users with commitments in a specific time frame:
    
    • Starting and Ending: Use these fields to set a date range. Only users with commitments with a Start Date or End Date within the timeframe will be returned by the filter. 
      
  • Select the Capacity option to filter for users who are over or under their Max Capacity:
    
    • Use the drop-down to select Under Capacity or Over Capacity. This filter returns users whose commitments fall below or exceed their Max Capacity for the selected Capacity Category. 
      • Selecting Over Capacity will also include users who are at their Max Capacity exactly. 
    • Hours or Items: Enter a number to specify how many hours or Items a user must be under or over their Max Capacity for the selected Capacity Category to appear in the filter results.
    • Week of: Choose a date to determine when the user must be under or over capacity. The filter will evaluate the user’s total commitments for the full calendar week containing that date. 
• Select Save to apply your filter. 

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.