Regarding the add the project filter to the resources allocation grid, the following default filters are available:
- Project – Select this option to view the allocations of each resource that is assigned to a project. The chart or grid will display the project name, the resources for the project, and their corresponding allocation
- Customer — Select this option to view the allocations of each resource that is assigned to a customer. The chart or grid will display the customer, the project for that customer, and the resources on the project.
- Resource — Select this option to view the allocations of each resource. The chart or grid will display the resource and their corresponding allocations for a project.
If we click the customize button, we can create a customize filter option in the resources allocation chart/grid. In the Filter Name field, enter a name for our new custom filter. Check the Share this filter box to make this filter available to other users when they use the Resource Allocation Chart or Grid. Values selected for each filter are also shared.
When we have finished, click Save. The custom filter will be added to the Filter dropdown. Custom filters are grouped according to the default filter from which they were created.