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You can Filter Resources on the Precursive Plan to check capacity of specific groups of resources. You can filter Resource by a variety of default objects and fields, such as Resources Name, Department, Projects, Roles, Tags, Projects, Phases and Participants.

With the help of a Salesforce Admin, you can add other or custom fields as filtering criteria to appear on the available filters list. Let's see how!

How to add Custom Fields as Filtering Criteria on the Precursive Plan

To follow the steps below, you need Salesforce System Admin access. If you do:

1. Navigate to the Salesforce Setup (gear icon on the top right of your Salesforce Org > Setup) 
2. Search and select ‘Custom Metadata Types’ in the Quick Find box 
3. Click 'manage records' next to Precursive Scheduling Filtering Field’ 
4. Click 'New' to create a new Filter, fill the required data and Save

You can now go to the Precursive Plan and filter your Resources by your newly-added field.

Related Resource

Filter Resources on the Precursive Plan
Set up Public Filters