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Categories Project Management
Created by Matt Cwiokowski
Created on Aug 24, 2026

Filter resource picker by user role when assigning project resources

When assigning resources to a project (for example, selecting a Project Manager), the resource list currently shows all users in the account, including technicians and other roles. This makes it harder to quickly find the correct role.It would be helpful if the resource picker could be filtered by role (for example, show only Project Managers) or allow hiding users who are not relevant to that assignment. This would improve assignment accuracy and reduce confusion when selecting the right resource for a project

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