Configuring TSI user filters for the Unplanned panel
In Resource Planner it is possible to apply a TSI user filter to the Unplanned panel. A TSI user filter is typically created by an application manager to ensure that all end users use an identical filter mechanism for specific data.
With the following procedure, you can configure a TSI user filter for unplanned work in Resource Planner. Example: you want ensure that the same criteria are applied to all Resource Planner planboard configurations when users are filtering the Unplanned panel by 'EMEA' region (Properties in Europe, Middle East and Africa). You can configure this as explained below.
 | For general information on TSI user filters, see TSIs > Creating a TSI user filter, in the user documentation. |
Procedure
1. Log in with your administrator / supervisor credentials.
You start by making a required selection step available in Resource planner.
2. Go to ProCenter modules > TSIs .
3. On the elements panel, select the Resource planner TSI (In Planon Accelerator: Core - Resource Planner).
4. Click the padlock symbol to set the TSI under construction.
5. Select the Resource planner details tab.
6. At the selection steps, click the plus sign.
the Add or remove steps dialog opens.
7. Select the ResourcePlannerOrderStep and move it to the Selected section.
8. Click OK.
9. Click the padlock symbol to set the TSI to completed.
You proceed by linking a relevant TSI user filter to the selection step you just added.
10. On the navigation panel, go to ProCenter modules TSI filters.
11. On the elements panel, select the relevant Orders business object (Base, System or User-defined).
12. Go to > .
13. On the action panel, click Add.
14. Set the criteria you want to use for the TSI user filter on the Unplanned panel and click OK.
Example: a filter on the Orders business object for Properties from Europe Africa and the Middle East (EMEA region).
15. On the action panel, click Group filter.
16. At Available, select the Resource Planner unplanned orders selection step.
17. Click OK.
The configured TSI user filter can now be selected and applied on the Unplanned panel of all Resource planner planboards.