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Resource Allocation Chart/Grid: Create Groups for Resources for Easy Filtering

edited Jun 2, 2025 2:22PM in Ask A Guru

Users may customize a filter to create a group for easy filtering of Resources in the Resource Allocation Chart/Grid.

Below are the steps that you may also try on your end:

    1. In the Resource Allocation Chart/Grid, the Filter is set to Resource Default. Click the Customize button to customize the default filter.

    2. The Customize Resource Filter Fields will pop up in the window. Set the desired Filters.

    3. Hit Save.

    4. After saving, the page will then load using the filter that was customized. Notice that all available resources are still available.

    5. To further filter this to limited Resources, click the

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