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Roles in Team Member View

 

Overview

In the Team Members tab of Master Planning, the Resource List contains rows of unnamed resources and team members. Each resource row can be individually expanded to show the projects the resources are assigned to and any time off they have scheduled.

Depending on your Display Preferences, unnamed resources appear before team members, grouped and sorted alphabetically by Account Role. The ability to view unnamed resources alongside the team members who can satisfy these resource demands—all in one place—is extremely beneficial to resource managers.

Unnamed-Resources-by-Role.png

Unnamed Resources in the Resource List

When the role summary row is expanded, you will see all unnamed resources with this role across projects on your account. Unnamed resources assigned to the same project will appear grouped together.

Expand-Resource-ANIMATED-2.gif

You’ll also see the resource label—used to differentiate unnamed resources or team members with the same role—displayed just above the project name on the expanded role. Although each resource label must be unique per project, a label with the same name can be used on different projects.

Resource-Label-on-Row-2.png

From here, you can narrow down specific roles using the Roles filter in the Filters modal; this works for both unnamed resources and team members. For example, you can use the Roles filter to show only unnamed resources and team members with Consultant and Copywriter roles.

Roles_Filter_Selections.png

When you are finished selecting roles, click Apply Filters; you’ll notice that the blue Roles quick filter appears in the Master Planning toolbar with the number of selected values, indicating that the filter is active.
Roles_Quick_Filter.png

You can remove all filters by clicking Clear All in the toolbar.

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