You can filter the task details you see in the Assignments tab of Resource Management. This helps you quickly locate the projects and tasks you want to focus on.


1. Project Filter


Use the Project filter to view only the tasks related to a specific project.

  • Click the Project selection field

  • Choose the project you want to view

  • Apply the filter to display only the tasks for that project


2. People Filters


The People filters allow you to narrow down tasks based on user-related information.


To use these filters, you first need to ensure the related data is added for users in Salesforce. Only then can the filters work as expected.


The available People filters include:

  • Admin Units – Add administrative units in the Administrative Unit object and link them to TT Users.

  • Departments – Add departments and link them to TT Users.

  • Disciplines – Add disciplines in the Discipline object and link them to TT Users.

  • Role Levels – Define role levels and assign them to TT Users.

  • Roles – Add roles and link them to users.

  • Teams – Create teams and associate them with TT Users.

Once these details are set up, you can apply the filters to view only the tasks that match your chosen criteria.