Within in the Schedule Board Settings in the ‘Filter Layout’ xml you need to add the Projects option to allow users to search for the project. I have highlighted the xml I added below:
<?xml version="1.0" encoding="utf-8" ?>
<filter>
<controls>
<control type="characteristic" key="Characteristics" label-id="ScheduleAssistant.West.Skills" />
<control type="combo" source="entity" key="Roles" inactive-state="1" label-id="ScheduleAssistant.West.Roles" entity="bookableresourcecategory" multi="true" />
<control type="combo" source="entity" key="OrganizationalUnits" label-id="SB_FilterPanel_OrganizationalUnitsFilter_Title" inactive-state="1" entity="msdyn_organizationalunit" multi="true" />
<control type="combo" source="entity" key="Projects" label-id="Project" inactive-state="1" entity="msdyn_project" multi="true" />
<control type="combo" source="optionset" key="ResourceTypes" label-id="SB_FilterPanel_ResourceTypesFilter_Title" entity="bookableresource" attribute="resourcetype" multi="true">
<data>
<value id="2" />
<value id="3" />
<value id="4" />
<value id="5" />
<value id="6" />
<value id="7" />
<value id="8" />
</data>
</control>
<control type="order" key="Orders" label-id="FilterControl_OrderLabel">
<order name="name" entity="bookableresource" attribute="name" />
<order name="proficiencyscore" entity="bookableresourcecharacteristic" attribute="ratingvalue" />
</control>
</controls>
</filter>Next you need to edit the ‘Retrieve resource query’ XML to include the Project filter into the query. In my scenario I am trying to find Bookable Resources who are a Project Team Member of the Project. I have highlighted the filter I added below:
<?xml version="1.0" encoding="utf-8" ?>
<bag xmlns:ufx="http://schemas.microsoft.com/dynamics/2017/universalfetchxml">
<Resources ufx:source="fetch">
<fetch mapping="logical" aggregate="true">
<entity name="bookableresource">
<attribute name="bookableresourceid" alias="bookableresourceid" groupby="true"/>
<attribute name="name" alias="name" groupby="true"/>
<attribute name="calendarid" alias="calendarid" groupby="true"/>
<attribute name="resourcetype" alias="resourcetype" groupby="true"/>
<attribute name="msdyn_startlocation" alias="startlocation" groupby="true"/>
<attribute name="msdyn_organizationalunit" alias="msdyn_organizationalunit" groupby="true"/>
<!-- Let the database sort by name, unless we have characteristics - in which case we'll sort by the count of characteristics -->
<order ufx:if="not($input/Characteristics/bag/characteristic)" alias="name" />
<!-- Project filter -->
<link-entity name="msdyn_projectteam" from="msdyn_bookableresourceid" to="bookableresourceid" link-type="inner" ufx:if="$input/Projects/bag">
<filter>
<condition operator="in" attribute="msdyn_project" ufx:if="$input/Projects/bag">
<ufx:apply select="$input/Projects/bag">
<value>
<ufx:value select="@ufx-id" />
</value>
</ufx:apply>
</condition>
</filter>
</link-entity>
<!-- Characteristic join -->
<link-entity name="bookableresourcecharacteristic" from="resource" to="bookableresourceid" link-type="inner" ufx:if="$input/Characteristics/bag/characteristic">
<attribute name="characteristic" aggregate="countcolumn" alias="characteristiccount" distinct="true" />
<order alias="characteristiccount" descending="true" />
<link-entity name="ratingvalue" from="ratingvalueid" to="ratingvalue" link-type="outer">
<attribute name="value" aggregate="sum" alias="proficiencyscore" distinct="true" />
<order alias="proficiencyscore" descending="true" />
</link-entity>
<filter>
<condition attribute="statecode" operator="eq" value="0" />
</filter>
</link-entity>
<!-- Characteristic filter -->
<filter type="or" ufx:if="$input/Characteristics/bag/characteristic">
<ufx:apply select="$input/Characteristics/bag">
<filter type="and">
<condition entityname="bookableresourcecharacteristic" attribute="characteristic" operator="eq">
<ufx:value select="characteristic" attribute="value" />
</condition>
<condition entityname="ratingvalue" attribute="value" operator="ge" ufx:if="ratingvalue">
<ufx:value select="ratingvalue" attribute="value" />
</condition>
</filter>
</ufx:apply>
</filter>
<!-- Category join -->
<link-entity name="bookableresourcecategoryassn" from="resource" to="bookableresourceid" link-type="inner" ufx:if="$input/Roles/bag">
<attribute name="resourcecategory" aggregate="countcolumn" alias="rolecount" distinct="true" />
<filter>
<condition attribute="statecode" operator="eq" value="0" />
<condition operator="in" attribute="resourcecategory">
<ufx:apply select="$input/Roles/bag">
<value>
<ufx:value select="@ufx-id" />
</value>
</ufx:apply>
</condition>
</filter>
</link-entity>
<!-- Territory join -->
<link-entity ufx:if="$input/Territories/bag | $input/UnspecifiedTerritory[. = 'true']" name="msdyn_resourceterritory" from="msdyn_resource" to="bookableresourceid" alias="territory" link-type="outer">
<filter>
<condition attribute="statecode" operator="eq" value="0" />
<condition attribute="msdyn_territory" operator="not-null" />
</filter>
</link-entity>
<!-- Territory filter -->
<filter type="or">
<condition ufx:if="$input/UnspecifiedTerritory[. = 'true']" entityname="territory" attribute="msdyn_territory" operator="null" />
<condition ufx:if="$input/Territories/bag" entityname="territory" attribute="msdyn_territory" operator="in">
<ufx:apply select="$input/Territories/bag">
<value>
<ufx:value select="@ufx-id" />
</value>
</ufx:apply>
</condition>
</filter>
<filter type="and">
<condition attribute="statecode" operator="eq" value="0" />
<!-- Must choose from resource filter -->
<condition ufx:if="$input/MustChooseFromResources/bag" attribute="bookableresourceid" operator="in">
<ufx:apply select="$input/MustChooseFromResources/bag">
<value>
<ufx:value select="@ufx-id" />
</value>
</ufx:apply>
</condition>
<!-- Restricted resource filter -->
<condition ufx:if="$input/RestrictedResources/bag" attribute="bookableresourceid" operator="not-in">
<ufx:apply select="$input/RestrictedResources/bag">
<value>
<ufx:value select="@ufx-id" />
</value>
</ufx:apply>
</condition>
<!-- DisplayOnScheduleBoard and DisplayOnScheduleAssistant filter -->
<condition attribute="msdyn_displayonscheduleboard" operator="eq" value="1" ufx:if="$input/DisplayOnScheduleBoard[. = 'true']" />
<condition attribute="msdyn_displayonscheduleassistant" operator="eq" value="1" ufx:if="$input/DisplayOnScheduleAssistant[. = 'true']" />
<!-- Organizational unit filter -->
<condition operator="in" attribute="msdyn_organizationalunit" ufx:if="$input/OrganizationalUnits/bag">
<ufx:apply select="$input/OrganizationalUnits/bag">
<value>
<ufx:value select="@ufx-id" />
</value>
</ufx:apply>
</condition>
<!-- Resource & Pool type filter -->
<condition attribute="resourcetype" operator="in" ufx:if="$input/ResourceTypes/bag/option">
<ufx:apply select="$input/ResourceTypes/bag/option">
<value>
<ufx:value select="." />
</value>
</ufx:apply>
</condition>
<filter type="or" ufx:if="$input/PoolTypes/bag/option">
<condition attribute="msdyn_pooltype" operator="null" />
<condition attribute="msdyn_pooltype" operator="contain-values">
<ufx:apply select="$input/PoolTypes/bag/option">
<value>
<ufx:value select="." />
</value>
</ufx:apply>
</condition>
</filter>
</filter>
<link-entity name="systemuser" from="systemuserid" to="userid" link-type="outer">
<!-- If Business Units or Teams are supplied, assume only users are to be returned -->
<ufx:value ufx:if="$input/BusinessUnits/bag | $input/Teams/bag" select="'inner'" attribute="link-type" />
<attribute name="systemuserid" alias="systemuserid" groupby="true" />
<attribute name="entityimage_url" alias="userimagepath" groupby="true"/>
<!-- User and Teams filter -->
<link-entity name="teammembership" from="systemuserid" to="systemuserid" link-type="inner" ufx:if="$input/Teams/bag">
<filter type="and" >
<condition operator="in" attribute="teamid">
<ufx:apply select="$input/Teams/bag">
<value>
<ufx:value select="@ufx-id" />
</value>
</ufx:apply>
</condition>
</filter>
</link-entity>
<!-- User Businessunits filter -->
<filter type="and" ufx:if="$input/BusinessUnits/bag">
<condition operator="in" attribute="businessunitid">
<ufx:apply select="$input/BusinessUnits/bag">
<value>
<ufx:value select="@ufx-id" />
</value>
</ufx:apply>
</condition>
</filter>
</link-entity>
<link-entity name="contact" from="contactid" to="contactid" link-type="outer">
<attribute name="contactid" alias="contactid" groupby="true"/>
<attribute name="entityimage_url" alias="contactimagepath" groupby="true"/>
</link-entity>
<link-entity name="account" from="accountid" to="accountid" link-type="outer">
<attribute name="accountid" alias="accountid" groupby="true"/>
<attribute name="entityimage_url" alias="accountimagepath" groupby="true"/>
</link-entity>
</entity>
</fetch>
<bag>
<imagepath ufx:select="accountimagepath | contactimagepath | userimagepath" />
<accountimagepath ufx:select="$null" />
<contactimagepath ufx:select="$null" />
<userimagepath ufx:select="$null" />
</bag>
</Resources>
<Resources ufx:if="$input/Characteristics/bag/characteristic" ufx:select="list(Resources/bag[characteristiccount = count($input/Characteristics/bag/characteristic)])" />
<Resources ufx:select="order(Resources, iif($input/Orders/bag, $input/Orders, 'name'))" />
</bag>Hopefully this helps!