Both the Project Gantt and the People Gantt view have the ability to be narrowed down using Filters. The list of applicable filters will change according to the currently selected view.

 

Filtering Project Gantt

 

Filters applied to the Project Gantt have the capability to filter out entire projects, but not individual assignments.

 

To apply a filter:

  • Click the funnel icon in the top-left corner of the page
  • Select your desired filter, then apply it with the blue checkmark
    • 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 currently viewed date range 
    • Only Show: choose to display only assignments or only 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 percentage
    • 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 hold a desired tag
    • Any Custom Fields set up for projects with Enable Use as Filter selected

 

  • Filter to show projects that are not applicable to the selected filter by choosing Doesn't Match before applying the filter.




Filtering People Gantt

 

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

To apply a filter:

  • Click the funnel icon in the top-left corner of the page
  • Select your desired filter, then apply it with the blue checkmark
    • 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 hold a selected tag
    • Any Custom Fields set up for people with Enable Use as Filter selected
  • Filter to show people that are not applicable to the selected filter by choosing Doesn't Match before applying the filter.




When using multiple tags as filters on the either 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 in play.

 

Follow This Article for a detailed explanation and instructions on AND/OR filtration.