Create a Filter for Resource Booking Type

If you're using Project Professional, you might have added certain resources to your project as proposed resources. You can create a filter to find just proposed resources or just committed resources. Creating such a filter can be particularly helpful when you're finalizing your project team or the task assignments.

To create a filter for a booking type, follow these steps:

1 Click Project, Filtered For, More Filters.

2 In the More Filters dialog box, select the Resource option and then click New.

3 In the Name box, type a descriptive name for the filter; for example, Proposed Resources or Committed Resources.

4 Select the Show In Menu check box.

5 Click in the first row of the Field Name column and then type bo to scroll quickly through the list of fields. Click Booking Type.

6 Click in the Test column and then click Equals.

7 Click in the Value(s) column and then click Proposed or Committed.

8 Click OK.

Your new filter appears in the More Filters dialog box.

9 Click Apply or Highlight to apply your new filter to the current view. Otherwise, click Close.

Any time you want to apply your new filter to a resource view, click Filter on the Formatting toolbar and then click Proposed or Committed.

Project Management Made Easy

Project Management Made Easy

What you need to know about… Project Management Made Easy! Project management consists of more than just a large building project and can encompass small projects as well. No matter what the size of your project, you need to have some sort of project management. How you manage your project has everything to do with its outcome.

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