This article describes the filter settings for the resource section of the Portfolio Designer view in Meisterplan.

• Opening the Filter Settings
• Filtering Roles and Resources

Opening the Filter Settings

Click the funnel icon above the resource and role list to open the associated filter settings.

Filtering Resources and Roles

You may filter roles and resources by any of the following properties.

• Overallocation: display roles and resources that are overallocated by the specified degree or more.
• Score: display roles and resources with a specified minimum utilization score.
• Primary Roles: display selected roles as well as resources with the selected primary roles.
• Resources: display selected roles and resources
• Please note: This filter is only available without aggregation (see below).
• Skills: display resources with all of the selected skills
• Please note: This filter is only available without aggregation (see below).
• This filter has no effect on roles
• Resource Source: display roles and resources from the selected source system
• Please note: This filter is only available without aggregation (see below).
• Allocated Resources: display allocated roles and resources.
• Filtered Projects: display roles and resources that are allocated to a displayed project. Unless you also select the Filter Allocations in Histograms by Selected Projects option in the Portfolio Designer view Settings (see the Portfolio Designer Settings article), all allocations of displayed roles and resources will still be displayed, including allocations to projects that are not currently displayed.

Some filters only available without aggregation
The filters for Resources, Skills and Resource Source are only available if, in the Portfolio Designer Settings, you have selected Aggregation > None:

By default, all filters are off as shown in the screenshot. When filters are active, the filter icon above the list of resources and roles has an orange background.

When you reload the Portfolio Designer (e.g. when you log in the next time), all settings except for Allocated Resources are reset to their default.