Overview

Both Gantt views, Project and People, have the ability to be narrowed down by using Filters. The list of applicable Filters will be different when viewing Projects or People. This article will show you how to navigate Filters.


Filtering Project Gantt

Filters applied to the Project Gantt have the capability to Filter entire Projects, but not individual Assignments.

To apply a Filter:

  • From the Gantt Page, make sure you are on the Projects view at the top of the page
  • Select the Funnel Icon located in the upper left corner of the page
  • Select your desired Filter, then apply it with the Blue Checkmark


Available Filters:

  • Bid Rate: Enter a number to show Projects Less than, Less than or Equal To, Equal To, Greater Than or Equal To, or Greater Than the entered number

  • Estimated End Date: Filter by On or Before, On, or On or After a selected date

  • Hide Empty Projects: Remove all Projects that do not hold any Assignments scheduled within the current date range

  • Only Show: Choose to display only Assignments or Requests

  • Percent Complete: Show Projects that are Less Than, Less Than or Equal To, Equal To, Greater Than or Equal To or Greater Than the entered Completion Percent

  • Start Date: Show Projects with a Start Date On or On or After the selected date

  • Status: Choose to see only the Active, Pending, or Inactive Projects

  • Tags: Show only the Projects that have a desired Tag

  • Project Role: only show projects with a certain resource set as a designated Project Role

  • Any Custom Fields set up for projects with Enable Use as Filter selected



Note: You can also Filter to show People that are not applicable to the selected Filter by choosing Doesn't Match before applying the Filter


filter


Filtering People Gantt

Filters applied on the People Gantt are based on the People details, not the Project details.

To apply a filter:

  • From the Gantt Page, make sure you are viewing People
  • Select the Funnel Icon located in the upper left corner of the page
  • Select your desired Filter, then apply it with the Blue Checkmark


Available Filters:

  • Hide Empty People: Remove everyone from the list who is not currently assigned to a Project

  • Job Titles: Select the specific Job Titles you wish to see Assignments for

  • Only Show: Choose between only showing People with Assignments or People taking Time Off

  • Projects: Choose specific Projects to show Assignments for

  • Tags: Show only the People that have a selected Tag

  • Any Custom Fields set up for people with Enable Use as Filter selected



Note: You can also Filter to show People that are not applicable to the selected Filter by choosing Doesn't Match before applying the Filter


people


When using multiple Tags as Filters on the Gantt Page, you can apply them using AND/OR logic.

  • And Filters will show the People or Projects that contain all of the currently Filtered Tags
  • OR Filters will list every Resource that holds at least one of the Tag Filters selected


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