Project Planner
Search
You can quickly search your projects by typing in the search input.
The search query can match the:
Project name
Project client name
Project team name
Project tags
People working on a project
Filters
Choose from the following filters:
Starred
Only show the projects that you have starred
Client
Only show projects for a particular client or set of clients
Project Tags
Only show projects that have at least one of the selected tags
Primary Team
Only show projects that are assigned to one of the selected teams
Resourcing Requests
Only show projects containing placeholders with the selected request status
Project Template
Only show selected projects templates
Project
Only show projects that are in the selected list
People
Person
Only show projects that have been assigned to at least one of the selected people.
Team
Only show projects that have been assigned to people from one of the selected teams.
Note: You can filter by any single and multi select custom fields you create.
People Planner
Search
You can quickly search your projects by typing in the search input.
The search query can match the:
Person name
Assigned project name
Assigned project client name
Person team name
Person role name
Person tags
Filters
Choose from the following filters:
Starred
Only show the people that you have starred
Role
Only show people that are one of the selected roles
People Tags
Only show people that have at least one of the selected tags
Skills
Only show people that have at least one of the selected skills
Team
Only show people that are in one of the selected teams
Employment Type
Only show people that are Contractors or Employees
Person Type
Only show people or placeholders
Resourcing Requests
Only show placeholders with the selected request status
People
Only show people that are in the selected list
Project Status
Only show people that are assigned to the selected project status - Tentative or Confirmed
Project
Project Team Members
Show all people who are on the project team for at least one of the selected projects
Scheduled in Future
Only show people who have future assignments for at least one of the selected projects
Filter Logic
OR Logic
Each filter within one list of items uses OR logic.
For example, a "Person Tags" filter that has Angular, Rails and React tags selected will match any person that has the Angular tag OR the Rails tag OR the React tag.
Selecting more tags can only increase the number of people visible.
AND Logic
When you add multiple filters, they use AND logic.
For example, having both the "Person Tags" and "Role" filters will only show people that have at least one of the selected tags (Angular, React or Rails) AND also have the role "Developer".
Adding more filters can only reduce the number of people visible.
Filtering multiple tags with AND logic
If you want to view only projects that have multiple tags, you can add the "Project Tags" filter multiple times, once for each tag you want to match.
For example, here we have two "Project Tags" filters to match only projects that have both the Mobile App AND Website tags.
The same approach works for filtering people by their tags using the "Person Tags" filter.
Saved Filters
To save your filters and use them again later, click on the Save button. Give the filter an easily identifiable name.
Viewing My Projects from Project Planner
If you are assigned to any projects, you can quickly filter for the projects you have been assigned to by taking the following steps:
From the Project Planner > Filter
My Saved Project Filters > My Projects
Viewing My Projects from People Planner
If you are assigned to any projects, you can quickly filter for the projects you have been assigned to by taking the following steps:
From the People Planner > Filter
My Saved People Filters > [Your Name]