Filtering Categories
In the new UI, every filter is found under their corresponding filtering category.
If you filter data based on a Silverbucket role, it can be found from multiple different categories:
- UNASSIGNED
- ASSIGNED
- ROLE
In the PEOPLE category you also have the "Default role" filter which looks at the person's default role in their BASIC information tab.
Therefore it is important to pick the filter from the correct category to achieve the desired results when filtering data.
PEOPLE
Filters in this category filter your data based on the person's basic information fields and competencies:
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You can also find filters that allow you to filter based on that person's resourcing situation, such as Utilization Range.
UNASSIGNED
Unassigned memberships are filtered with the UNASSIGNED category. This means all the memberships that have a red background; those membership rows that do not have a person tied to them yet:
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ASSIGNED
Assigned memberships are the membership rows that have a person tied to them. These can be found with a white or blue (=external) background in Silverbucket.
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PROJECT
Filters in this category filter your data based on the project's basic information fields and project's risks:
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TASK
Project's tasks can also be filtered in the new UI:
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ROLE
Similarly, it filters data for both the UNASSIGNED and ASSIGNED memberships as a membership always has a role tied to it.
In the PEOPLE tab, you can filter the UNASSIGNED section with this category's filters:
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PROGRAM
Program category's filters are used to filter data based on projects' programs. This category can filter down the projects in the PROJECTS view as a program can be tied to a project - but it can also be used to narrow down the listing in the PROGRAMS view:
CUSTOMER
Customer category's filters are used to filter data based on projects' customers. This category can filter down the projects in the PROJECTS view as customer is always tied to a project - but it can also be used to narrow down the listing in the CUSTOMERS view:
RESOURCING REQUEST
Resourcing Requests can also be filtered easily in the new UI:
