Custom Views >

Filtering


Introduction

Our advanced Filtering feature helps you to find and focus on specific Tasks, Projects, Resources, statuses and other information added via Data Fields. Filters are a good way to quickly find a specific piece of information or for building a Custom View with desired data-set. 

Must-know about this feature

Filters can be used temporarily to search for a Resource, Task or Project or they can be saved to the Custom View to create a smaller portion of your plans that's easier to manage. There are two ways to apply Filters: using the search-box or the data set tags based on Resource, Project and Task data. Filters can be applied with "IS" (includes the filtered criteria) or "IS NOT" (excludes the filtered criteria) rules. In the filtered Custom View you can sort the Resources by several availability criteria: Utilization %, Busy Time, Available Time. Multiple Filters are allowed.

You can find the Filter feature icon on the View Panel:

Apply a Filter via Search-Box

  1. Type your criteria in the search-box
  2. A drop-down list of the results will displayed.


  3. Make your selection and apply the "IS" or "IS NOT" rule
  4. Hit "Apply" to confirm. 

"Apply" will add the Filter temporarily. It will be lost after reload or next login. "Apply & Save" will attach the Filter to the View permanently but can be removed manually at any time. 

Apply a Filter using Data-Set Labels

  1. Select a data-set
  2. Associated data labels will be displayed.

  3. Select a data label
  4. Associated values will be displayed.

  5. Select the Filter criteria and "IS" or "IS NOT" rule
  6. Click "Apply" to confirm.  

    "Apply" will add the Filter temporarily. It will be lost after reload or next login. "Apply & Save" will attach the Filter to the View permanently but can be removed manually at any time.
    Filtered items (Tasks, Data Fields, Projects etc) will show up in the Chart. According to the sample above, all Projects managed by Steven are filtered out: 

    Apply Multiple Filters

    Applying multiple Filter criteria is allowed. Just search, select, and apply the second one after you're done with the first one or select multiple values with one search.

    Filter values from the same Project, Task, Resource or Data Field will apply the OR rule. Filter values from different Project, Task, Resource or Data Field will apply AND rule.

Filter Resources by Availability

On top of applied Filters you can filter Resources by additional availability parameters (Utilization %, Busy Time, Available Time) and conditions. 

  1. Select a suitable Resource Filter parameter
  2. Click on the field to open the list of options.


  3. Select a condition for the selected parameter
  4. Click on the field to open the list of options.

  5. Insert the amount of the condition 
  6. Click "Apply" or "Apply and Save" if done.

With the above sample, on top of applied Filters (if used), all Resources with Utilization greater than 100% will be filtered out. 

Custom Views >

Filtering