Back to Mavenlink.com Blog Tour Status

Master Planning Filters

 
Access Groups: Resource Management
Default Account Permissions: Account Administrator

 

Overview

The filters in Master Planning allow you to see only the resources or project you are interested in and hide the rest. The Filters modal is where you select all the fields and values for the filter. Using the Filters modal, you can combine various elements (fields and values) to create a filter that fits your needs. For example, you may want to view only resources who are participating on specific projects, are available in a certain date range, or have specific skills.

To open the Filters modal, click the Filters button on the Master Planning toolbar.
Filters_button.png

ACCESSIBILITY

The Filters modal has been designed to support keyboard navigation, improving accessibility to assist power users as well as those with disabilities.

Filters_Modal.png

The modal is divided into three sections:

  • Fields—The Fields section (the left pane) contains all the available filter types, including User Set or Project Set custom fields. The filter options available are different for the Team Members and Projects tabs.
  • Values—The Values section (the middle pane) populates a list of values that you can select. The name of the Values section changes based on what is selected in the Fields section. For example, if you select Roles as the field type, the middle section is titled Roles and all the roles on the account are available to select.
  • Applied Filters—The Applied Filters section (the right pane) contains all the values you've selected for your filters. You can select the Clear (“   ”) icon to the right of a value to remove it or select Clear All to remove all values.

Use the Search fields at the top of the Fields and Values sections to quickly locate a specific field type or value. This is a reductive search that narrows what you currently have available to choose from. As you begin typing the first few letters, all results that match your query will appear below the Search field.
Search-bar.png

Select the Close (“   ”) icon to exit the Filters modal.

In the Team Members tab, you can choose whether your Resources List displays only Named resources, only Unnamed resources, or All resources. The Named option is selected by default. Select_Named_or_Unnamed_Resources_from_Toolbar.gif

To the right of the Filters button in the Master Planning toolbar, you may see the following options:

  • Pinned Filters—You can pin filters that you use frequently and they will always appear in the toolbar by default without any values selected.
  • Quick Filters—After applying filters from the Filters modal, you can quickly update the values for a filter from the toolbar. These filters will remain in the toolbar until you log out, leave the page, or manually clear them.

Pinned_Filters_and_Quick_Filters.png

You can save various combinations of filter settings as Saved Views. This is especially useful if you frequently switch between multiple filter options to get to the information you need. Any filters that you pin will appear in every view, but Saved Views will include filters with specific values selected.

Save_New_View_from_Drop-down_Menu.png

Available Filters

Filters_in_Team_Members_Tab.gif

The following filtering options appear in the Fields section for the Team Members tab:

  • Team Members—View only specific team members.
  • Resources—View only team members who are overallocated or only team members who have soft allocations. If Resource Requests are enabled and you are an Approver, this filter lets you quickly find submitted requests.
  • Roles—View only unnamed resources and team members with specific roles.
  • Managers—View only team members who have been assigned to a specific manager. Managers are assigned in the Organizations section of the User Details side panel.
  • Availability By Date—View only resources who are 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.
  • Skills—View only resources who have 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 or Any to find those that match one or more.
  • Projects—View only resources who are participating in specific projects.
  • Geographies—View only team members in specific geographical regions. This filter only appears for accounts that have Organizations enabled.
  • Departments—View only team members in specific departments. This filter only appears for accounts that have Organizations enabled.

If you have any User Set Custom Fields, these fields may also appear in alphabetical order below the Departments filter. You can apply these filters to view only team members that meet the specified criteria.

NOTE: Keep in mind that the User Custom Fields that appear are viewable only if the field's Read Permissions are equal to (or greater than) your 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.

Filters_in_Projects_Tab.gif

The following filtering options appear in the Fields section for the Projects tab:

  • Projects—View only specific projects.
  • Groups—View only projects that have been assigned to specific groups.
  • Provider Leads—View only projects with specific project provider team leads.
  • Project Status—View only projects with specific statuses. You can select each status individually, or you can select the colored dot at the top of the Values section to select all statuses associated with the selected color.
  • Resources—View only projects with named resources that have soft allocations or projects with unnamed resources. Selecting both options will show all projects that meet either of these criteria.
  • Project Colors—View only projects that are specific project colors. Selecting multiple options will show all projects that have been assigned the associated colors.
  • Geographies—View only projects associated with specific geographical regions. This filter only appears for accounts that have Organizations enabled.
  • Departments—View only projects associated with specific departments. This filter only appears for accounts that have Organizations enabled.

If you have any Project Custom Fields, these fields may also appear in alphabetical order below the Departments filter. You can apply these filters to view only projects that meet the specified criteria.

NOTE: Keep in mind that the Project Custom Fields that appear are viewable only if the field's Read Permissions are equal to (or greater than) your Account-level permission. For example, a Project 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.

How to Use the Filters Modal

  1. In the left-hand nav bar, select Planning, then select either the Team Members tab or the Projects tab. Master-Planning-Tabs.gif
  2. If you selected the Team Members tab, select whether you would like to see All resources, only Unnamed resources, or only Named resources. Named is selected by default. Named_Selected.png
  3. Select the Filters button to open the Filters modal. Filters_button.png
  4. In the Fields section, select the filter you want to apply. Select_Skills_Filter_in_Fields_Section.png
  5. In the Values section (middle pane), select each value that you want to include in your filter. Each value appears in the Applied Filters section as you select them.

    NOTE

    The options for each filter’s values will vary. They may include checkboxes, radio buttons, and/or number input fields. Some filters—such as Skills—include these options at the top of the Values section:

    • Any—Meaning any of the selected values can be present. For example, you can select Accounting and Adobe Captivate as skills, and any member with either of those skills will appear.

    • All—Meaning all of the selected values must be present. For example, you can select Accounting and Adobe Captivate as skills, and only members with both of those skills will appear.

    Some filters also have a Select All option that selects all values for the field and a Clear option to clear all currently selected values.

    Select_Values_for_Skills_in_Filters_Modal.png

  6. Review the options in the Applied Filters section. If you need to clear any of the applied values, select the Clear (“   ”) icon to the right of a value name.
    Remove-Filter-Value.png
    Alternatively, you can select Clear All to remove all values from the filter.
  7. When you are finished configuring your filters, select Apply Filters.
    Apply_Filters_Button.png
    The applied filters appear in the toolbar and the relevant projects or team members appear in the left column.

How to Pin Filters

If you would like to have quick access to filter on specific fields from the toolbar in Master Planning, you can pin your own set of filters. Filters that are pinned are always visible in the toolbar, regardless of your Saved View. You can change or reorder the pinned filters at any time.

  1. In the left-hand nav bar, select Planning, then select either the Team Members tab or the Projects tab. Master-Planning-Tabs.gif
  2. Select the Filters button to open the Filters modal. Filters_button.png
  3. Select the Edit ("   ") icon.
  4. Select the Pin ("   ") icon next to each filter that you want to pin.
  5. To rearrange the order of the pinned filters, select a filter and drag it to the desired location. Rearrange_pinned_fields.png
  6. In the top-right corner of the Fields section, select Save Pins. After closing the Filters modal or applying values to filters, the pinned filters appear in the toolbar in the order specified.
    Pinned_Filters_Appear_in_Toolbar.png

How to Use Filters in the Toolbar

Before you can apply filters from the toolbar, you need to pin filters, apply filters from the Filters modal, or create a Saved View that includes these filters.

  1. In the Master Planning toolbar, select the filter that you would like to update.
  2. Choose the values that you want to include in the filter.

    NOTE

    The options for each filter’s values will vary. They may include checkboxes, radio buttons, and/or number input fields. Some filters—such as Skills—include these options at the top of the Values section:

    • Any—Meaning any of the selected values can be present. For example, you can select Accounting and Adobe Captivate as skills, and any member with either of those skills will appear.

    • All—Meaning all of the selected values must be present. For example, you can select Accounting and Adobe Captivate as skills, and only members with both of those skills will appear.

    Some filters also have a Select All option that selects all values for the field and a Clear option to clear all currently selected values.

    Select_Values_in_Skills_Quick_Filter.png

  3. Select Apply. The applied filters update and the relevant projects or team members appear.
  4. To remove an applied filter, select the Clear (“   ”) icon that appears to the right of the filter name in the toolbar.
    Remove_Skills_Quick_Filter_from_Toolbar.png
    You can also select Clear All if you want to remove all filters and return Master Planning to its unfiltered state.

Related Articles

Created on