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Roles in Team Member View

Overview

When Master Planning is grouped by Team Member, the Resource List contains rows of unnamed resources and team members. Each resource row can be individually expanded to show the projects to which they're assigned and any time off they have scheduled.

Depending on your Display Preferencesunnamed 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.

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Unnamed Resources in the Resource List

When 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.

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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.

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From here, you can narrow down specific roles using the Role (“   ”) filter; this works for both unnamed resources and team members. For example, you can use the Role filter to show only unnamed resources and team members with Designer and Quality Assurance roles.

Role-Filter.png

When you are finished settings options in the Role filter panel, click Apply; you’ll notice that the filter icon will turn from an outline (“   ”) to solid (“   ”), indicating that the filter is active. You can remove all filters by clicking Clear All in the upper-right corner of the filter panel.

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