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Using Filters to Analyze a Project
Using Filters to Analyze a Project

How to use filters to view various aspect of the project

Updated over a week ago

Using Filters

Filters are a straightforward yet effective way to analyze your schedule, helping you break down a large project into more manageable parts.

Here's how to apply filters:

  1. Click the 'Filter' button in the top header to set and activate filters.

  2. In the dialogue box that opens, choose the filter field, operation, and relevant data or tags.

    • The first dropdown lists available fields, and the second dropdown indicates the operation you can perform on that field.

  3. Add more conditions to the filter by clicking "+ Add condition."

  4. Combine conditions using AND or OR to refine your results. AND shows less content as all conditions must be met, while OR shows more content as any one condition needs to be met.

  5. Use the ‘Filter' toggle on the top right to quickly toggle filters on and off.

  6. Filtered projects affect different views as follows:

    • Canvas: Matching activities/groups appear normal; others are grayed out.​

    • Table: Rows not meeting the filter criteria are removed to reduce clutter.

    • Gantt: Bars not matching the filter are removed for a cleaner view.

  7. You can also select/deselect filters rapidly by clicking on the check boxes next to each filter. This is feature especially useful when analyzing the schedule, you can change turn filters off rapidly to look at the resource curves or the gantt charts.​

How are Filters useful?

Filters help you concentrate on specific parts of your project, making it easier to look closely and get details. Whether you want to focus on activities with to a certain calendar, specific job roles, or specific location, creating multiple filters lets you get important information and make your project management more efficient

What types of filters can you create?

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