Resource Planning Best Practices: Filtering
Categories: Resource PlanningThe longer you use Ganttic, the more data you will accumulate in your planner. The lists of your resources, views, reports, projects, and tasks fill up as the days go by. Ganttic’s aim is to promote efficiency and allow you to achieve what you want in the shortest time possible. With Ganttic’s Filters feature, you can find a needle in the haystack.
The Filters feature is located in the advanced feature bar above your planner.
To search for anything, click on the search box and start typing. Check ‘Show archived projects’ to include archived projects in your search results. Read more about archiving and dearchiving projects here.
As you type, you will see results starting to appear. Filtering results are categorized by the type of data that they are. In the example below, the letter ’n’ itself appears in 15 task titles, 2 project titles and 7 resource titles. In custom data fields of ‘Status', ‘Performance', ‘Locations' and ‘Roles', they appear 13 times. This is extremely useful for when you are looking for something but cannot remember exactly what the data value was.
Continue typing to narrow down the results lists. When you find what you are looking for, check the result and click on ‘Apply’ to save your changes.
Upon clicking on ‘Apply’, the planner will load. It will remove any resources or grey out any tasks not related to your selection. Click on ‘Save view’ to save the customization into your current view.
To remove any filters, just open up the Filter dropdown and click on the 'x' beside your filter value(s).
The Filter feature speeds up any search that you are doing in the planner. Remember that the filter values will be active until you remove it on your own.
If you don't already have an account, sign up for Ganttic here to give the Filter feature a try.
Author: Patricia Goh