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Master Planning Filters

Available in: Enterprise and Premier

Overview

Master Planning has several available filtering options, depending on whether you’ve grouped by Team Member or Project. This way, you only see information and resources relevant to the projects for which you're interested.Master-Planning-Filters-1.png

Filters When Grouped by Team Member

When you group Master Planning by Team Member, these filters are available in the secondary toolbar:

  • Department—Limits team members in the Resources List to a selected organizational department. This filter only appears for accounts that have Organizations enabled; please see our Organizations Overview article for more information.
  • Geography—Limits team members in the Resources List to a selected geographical region. This filter only appears for accounts that have Organizations enabled; please see our Organizations Overview article for more information.
  • Availability by Date—Use this filter to find resources available for a specified number of hours per week, and/or between a selected start and end date. You can also choose to Include Soft Allocations, which count both soft and hard allocations against a team member's availability. If this option is unchecked, only hard allocations are shown.Master-Planning-Availability-by-Date-Filter.png
  • Resources—This filter limits team members in the Resources List to those who are overallocated or have any soft allocations.Master-Planning-Resources-Filter.png
  • Manager—This filter will show team members that have been assigned to the selected manager. Managers are assigned in the Organizations section of the User Details side panel.Manager-Filter.png
  • Custom Fields—When Master Planning is grouped by Team Member view, User Custom Fields appear in the Custom Fields filter.

    Keep in mind that the User Custom Fields that appear in the Custom Fields Filter drop-down are viewable only if the field's Read Permissions are equal to (or greater than) the member's Account-level permission. For example, a User Custom Field with Read Permissions set to Reports Viewer can be viewed by members with Reports Viewer access all the way up to Account Administrator.Master-Planning-Custom-Fields-Filter.png The following field types are available for filtering:

    • Choice (single and multiple selections)
    • Date (between a specific date range)
    • Number (between two specific numbers)

Note: Custom Text field types are often used for unstructured data and are not currently supported in the Custom Fields Filter drop-down. To maintain data integrity, it is recommended that you use structured Custom Field types, such as Choice fields, to store custom field values you want to be consistent across Users.

After selecting from one of the available field types, choose your desired custom field options. Click Apply to limit the Resources List to members based on the selected custom field criteria. You can filter by multiple Custom Field values at one time.Master-Panning-Custom-Fields-User-Sets-Applied.png

Each time you select a new Custom Field to filter, you can see how many are applied on the right. If necessary, you can Clear only the custom field filters without removing any other filters in Master Planning.Master-Planning-Clear-Custom-Fields-Filters.png

These filters are available at the top of the Resources List when Master Planning is grouped by Team Member.

  • Team Member—Limits the resources in the Resources List to selected team members.
  • Role—Limits resources in the Resources List to unnamed resources and team members with selected roles.
  • Skills—Use this filter if you're looking for a resource with a specific skill set. You can further refine this filter to only show specific levels for each skill (e.g. 1 to 5).
    Note: When searching for multiple skills, select All to find team members that have every skill you’re looking for and Any to find those that match one or more.

MP-Filter-Skills.png

Filters When Grouped by Project

When you group Master Planning by Project, these filters are available in the secondary toolbar:

  • Department—Limits the projects that appear in the Resources List to a selected organizational department. This filter only appears for accounts that have Organizations enabled; please see our Organizations Overview article for more information.
  • Geography—Limits the projects that appear in the Resources List to a selected geographical region. This filter only appears for accounts with Organizations enabled; please see our Organizations Overview article for more information.
  • Group—Limits the Resources List to projects that have been assigned to specific groups.
  • Provider Lead—Limits the Resources List to projects with selected project provider team leads.
  • Resources—Limits the Resources List to projects with named resources that have soft allocations or projects with unnamed resources. Selecting both options will show all projects that have either of these criteria.
  • Project Status—Limits the Resources List to projects based on their status. Click the colored dots to jump to the statuses associated with the selected color.Project-Status-Filter.png
  • Project Color—Limits the Resources List to projects based on their color. Selecting multiple options will show all projects that have been assigned the associated colors.Master-Planning-Project-Colors-Filter.png
  • Custom Fields—When Master Planning is grouped by Project view, Project Custom Fields appear in the Custom Fields filter.

    Keep in mind that the Project Custom Fields that appear in the Custom Fields Filter drop-down are viewable only if the field's Read Permissions are equal to (or greater than) the member's Project-level permission. For example, a Project Custom Field with Read Permissions set to Project Time & Expense can be viewed by members with Project Time & Expense access all the way up to Project Administrator.Master-Planning-Custom-Fields-Filter.png The following field types are available for filtering:

    • Choice (single and multiple selections)
    • Date (between a specific date range)
    • Number (between two specific numbers)

Note: Custom Text field types are often used for unstructured data and are not currently supported in the Custom Fields Filter drop-down. To maintain data integrity, it is recommended that you use structured Custom Field types, such as Choice fields, to store custom field values you want to be consistent across Projects.

After selecting from one of the available field types, choose your desired custom field options. Click Apply to limit the Resources List to projects based on the selected custom field criteria. You can filter by multiple Custom Field values at one time.Master-Panning-Custom-Fields-Project-Sets-Applied.png

Each time you select a new Custom Field to filter, you can see how many are applied on the right. If necessary, you can Clear only the custom field filters without removing any other filters in Master Planning.Master-Planning-Clear-Custom-Fields-Filters.pngWhen you group Master Planning by Project, the Project filter is available at the top of the Resources List, allowing you to filter by specific projects.

Project-Filters-Deux.png

 

Step-by-Step

How to Use Filters in Master Planning

  1. Click the down arrow to the right of each filter to expand or collapse the filter options.
  2. In the Search field at the top of each filter panel, start typing the first few letters of the project/member name, role, skillset, group, provider lead, or project status; all results matching your query will appear below.
  3. Check or uncheck the boxes depending on the projects or resources you want to filter by; click Deselect All to clear all currently selected filters.
  4. When you are finished settings options in the filter panel, click Apply you’ll notice that the filter icon will turn from an outline (“   ”) to solid (“   ”), indicating that the filter is active.
  5. You may clear a filter at any time by clicking the Remove icon (“   ”) that appears to the right of the filter name.

Rows and Pages

You can set Master Planning so that you're viewing either 10 or 25 rows at once. Just select your preference from the bottom-right of the page; changes are automatically saved. This can be set separately for the grouped-by Team Member and grouped-by Project views.
Row-Select.png

Rows that exceed your selected number are added to subsequent pages. You can scroll through these from the bottom-center of the page.
Page-Selector.png

 

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