How to Filter by Manager Field in Resource Plan?

This article explain how to filter by Manager field in Resource Plan.

We want to search for named resources by Manager name in your own BU.

1. First, add a column in Resource plan view for Manager field.

2. Open Candidate List

3. Remember to filter resources to your own BU first using Find Resources -> Business Unit/Group -> DS (Here we use DS as example)

All the DS resources show

4. We want to filter more by Manager's Name. Click filter icon, select field Manager. 

IMPORTANT: Remember to click the drop down icon before you type in manager name to search.

5. Type in Manager's name (Here we use Joshua Herr as example)

Resources with Manager name Joshua Herr shows

NOTE: You can use the same steps to do other additional filtering to find the resource you want to select!