Edition: Enterprise
User-level: All access levels*
Previous steps: Offices will need to be added first by a System Administrator by going to Settings > Organization > Offices
Quickly learn step by step how to find projects and staff info by filtering by office. Some access levels can also filter by office from the Planning Boards to find info related to project planning, resourcing planning and revenue forecasting.
Project List
Filter by office from the projects list screen by clicking ‘Projects’ from your stats bar or the organisation main menu.
Click the ‘magnifying glass icon’ to reveal the project filters
Select the office you would like to search in the drop-down menu
Click ‘Search’ to view the results
Staff List
Filter by office from the staff list screen by clicking ‘Staff’ from the organisation main menu.
Click the ‘magnifying glass icon’ to reveal the staff filters
Select the office you would like to search in the drop-down menu
Click ‘Search’ to view the results
Planning Boards
Filter by office from the planning boards screen by clicking ‘Planning Boards’ from the organisation main menu.
Follow the below steps to filter by office for the below planning boards:
Project Planning
Revenue Forecasting
Resourcing Planning
Click the ‘funnel icon’ to reveal the planning boards filters
Click the ‘Office’ drop-down arrow
Select the office to filter by
Click ‘Apply filter’ to view the results
Tip: Unable to see the ‘Office’, click ‘+ Add filter’ at the bottom of the left side panel to add Office to your filter by menu.
Follow the below steps to filter by office for the Project Performance planning board:
Click the ‘magnifying glass icon’ to reveal the project filters
Select the office you would like to search in the drop-down menu
Click ‘Search’ to view the results
Follow the below steps to filter by office for the Kanban planning board:
Click on the ‘By Team/Project/Office’ menu bar at the top of the screen
Select ‘By Office’ if this is not already selected
Click on the location name next to ‘By Office’ to select the office you would like to search in the drop-down menu
*Note: Users are not able to filter by office from the Project, Revenue Forecasting, Project Profitability and the Kanban planning boards. Assist Project Managers are not able to filter by office from the Project and Revenue Forecasting planning boards.
Conclusion – All access level users can locate information faster using the office filter from the projects and staff list screens. Project Managers and above also can filter information by office across all planning boards.
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What other features does this relate to?