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
Apply a filter to isolate the projects as needed:
The filters available are:
Project Name
Client
Manager - Projects
Project Tags
Project Status
Pricing Model
Primary Team
Project Template
Workstream
People & Placeholders
Person on Project
Person Type
Project Role
Manager – People
People in Team
Resourcing Request Status
People Tags
Job Title
Skills
Project Custom Fields
People Custom Fields
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
Apply a filter to isolate the people as needed:
The filters available are:
Person (Name of the person)
Default Role
Project Role
Manager - People
People Tags
Job Title
Skills
Team
Person Type
Employment Type
Resourcing Request Status
Project
Project Name
Project Status
Scheduled in the future (Only project team members with future scheduled work)
Manager – projects
Client
Primary Team
Project tags
Workstream
People Custom Fields
Project Custom Fields
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.
Exclude certain Projects/ People
If you would like to filter by NOT [your selected filter], you can click on the top check box to select all, and uncheck the options you would like to exclude:
In the example above, the Product Team is excluded.
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
Click Filter > 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
Click Filter > [Your Name]