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Tags in the Resource Workload

How to use tags (or keywords) to plan ideal resources for your project

Claudette Albers-Reid avatar
Written by Claudette Albers-Reid
Updated over a week ago

Updated 8th January 2024

Tags (or keywords) can be applied to Resources so that they can be easily identified in searches for many reasons, for example:

  • Skills: Leadership; Problem Solving; Communication; Decision making; Languages

  • Location

  • Qualifications

  • Part-time; Full-time

By applying tags to users in the User Management settings, you can increase your search capabilities in the Capacity Overview to review and plan your organization's users. Below, you will see tags applied to a user:

Filter on Tags

Choose from the menu Resources, Capacity Overview.

The Capacity Overview appears, showing all your PSOhub users across your organization. In the top-left hand corner, click the Filters button:

The below filters appear. In the Tags field, you can select one or multiple tag (defined in the Tags settings) to filter the projects. In this example, the tags German and APAC have been used to define a language skill and global region. When a tag is selected, a Filter active button appears indicating which filter has been applied. By clicking on the X on this button, you will remove the filter. You can also click the X button to remove the filter(s) in the list:

Important: When selecting multiple tags from the list, the filter will execute the search using the AND condition. For example: "German" AND "APAC".

In the background, the Capacity Overview will only display the resource(s) matching the tag(s):

From this result, the project manager knows which resource(s) speaks German and can review their capacity to see who's available to be assigned to a new project.

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