Create custom groups of people based on skills or role by using the Saved Person Filter. This can be used when you have a team member with too much work on their plate, and you need to allocate work to someone with a similar skill set.
Create a Skill Set Filter
First, you’ll create a skill set filter from the Projects tab. (Note: You can also create this from other areas, such as the Person Filter on the Resource Workload Report.)
- Click on the Person Filter. If you don’t have a Person Filter set, it should say “Everyone”.
- Within the Person Filter, click on the People list option.
- Select the people that have the skill set you want to group together.
- Click the Save button.
- Click Save.
- In the Person Filter, go to the Saved list and view the skill set filter you just created.