What are the different filters that I can use on the Planning Screen?

You can use the following filters on the Planning Screen:

• Resources: Select this filter to display all the plan items assigned to your chosen resource.🔍
• Department: This filter will display the plan items and resources associated with your chosen departments.📊
• Company: Use this filter to display the plan items associated with the selected company.💼
• Project: This filter will show the plan items associated with the selected project.📋
• Role: Only plan items assigned to resources with the selected role will be displayed once this filter is active.👤
• Queues: Filter the plan items by queues of the service call's related task or ticket, showing only plan items associated with the selected queues.🎫
• Type: Filter plan items by type of the service call if it's a task or ticket.📑
• Service Call status: Filter the plan items associated with the Service Call you've picked.📞
• Skills: Filter by skills, showing only the resources and the selected skills associated with the plan items.🛠️
• Line of business: Filter plan items by their line of business, displaying only the resource and plan items associated with the selected line of business.📈
  
  📝Note: Currently, this will only filter the resources on the Planning Screen. We are currently working on the filter's functionality to cover more entities such as tickets, projects, and contracts.
  

What is the Plan bucket's function and what can you see and do?

Understanding the Plan Bucket's function and the different sections within it.

What are the different view options on the Planning Screen?

Learn the different view options of Proxuma's Planning Screen.