Do you work in teams or do you plan both employees and machines in vPlan? Then it can be useful to group your resources. This allows you to quickly switch between the planning of different teams or groups.
Grouping resources is done in the configuration of vPlan. You can read more about this in Manage resource groups.
In this article, we will tell you how you can actually use these groups in your planning. There are two options for organising your planning into groups:
Filter by groups
Whether you work in the calendar, the timeline, list view, Kanban or all of them, you can filter your planning by a specific group everywhere. To do this, simply open the vPlan filter that you will see in every view:
In the filter you can choose which group you want to view the schedule for:
Then click on apply in your filter to filter the schedule to the selected group. If you have more than two groups, you can of course also filter on a combination of groups.
When a card is assigned to multiple resources that are divided into different groups, the card will be shown regardless of which of these groups you have enabled in the filter.
Filtering on resource groups can also be combined with other filters. Such as filtering the status of the plan cards. Do you want to know which orders the Machines group still has open? Then you filter on the Machines group and the status: open.
Sort Timeline and List view by groups
The Timeline and List view of vPlan can be viewed at group level. This works the same as displaying your schedule at the phases, resources or collection level.
In the menu bar at the top right of the timeline and list view you will find this option:
When you click on this, your planning will be sorted by the resource groups you have set.
Example list view: