On the Capacity Planning, the Employees view allows you to quickly scan the employees’ availability by hovering your mouse over the list, with a specific color code.
Filter the available resources
On the Capacity Planning, you can choose the employees you want to assign. To do so, you must click on the funnel on the left (see [1]).
There are two ways of filtering the resources.
First you have organizational filters (by company, team, profile, BU, or employees). For more information about employees’ sheets, see this article . Once you have filled in the filters, you can start the search or add other filtering options (see below).
Don’t forget to validate.
You can also filter employees by skills. To configure and fill in employees’ skills, see this article . You have to click on the skills tab [1] and activate the option [2].
Then, you have to select skills and required skill level and validate.
To use this filter, you must have filled in skills for your employees.
You can access to other filtering options by clicking on the [1] icon :
It opens a pop-up window which allows you to modify the following categories:
- The RH data tree [2]
- The view on the futur/past periods [3]
- Maximum number of employees displayed [4]
- Include contracts with opportunity status [5]
- Exclude non-contracted activities and holidays [6]
