Total Synergy

*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.

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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.

Select the offices filter option and select the office you would like to filter by

1. Organisation dropdown &gt; projects
2. Select the filter icon in the top left 
3. Select the offices filter option and select the office you would like to filter by
4. Click Apply filter to view the results


Select the office filter option and choose the office you want to filter by

Click ‘Apply filters' to view the results

1. Organisation menu &gt; Staff
2. Click the filter icon in the top left 
3. Select the office filter option and choose the office you want to filter by
4. Click ‘Apply filters' to view the results


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 Filter icon to reveal the planning boards filters

Click ‘Apply filter’ to view the results

1. Click the Filter icon to reveal the planning boards filters
2. Click the ‘Office’ drop-down arrow
3. Select the office to filter by
4. Click ‘Apply filter’ to view the results

Filtering the project performance board  by office

Organisation menu &gt; Planning boards &gt; Project performance 

Click the ‘magnifying glass icon’ to reveal the project filters

Select the office you would like to search in the drop-down menu

1. Organisation menu &gt; Planning boards &gt; Project performance 
2. Click the ‘magnifying glass icon’ to reveal the project filters
3. Select the office you would like to search in the drop-down menu
4. Click ‘Search’ to view the results


Follow the below steps to filter by office for the<b> Kanban</b> planning board:

Organisation menu &gt; Planning boards &gt; Kanban

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

1. Organisation menu &gt; Planning boards &gt; Kanban
2. Click on the ‘By Team/Project/Office’ menu bar at the top of the screen
3. Select ‘By Office’ if this is not already selected

4. Click on the location name next to ‘By Office’ to select the office you would like to search in the drop-down menu


Filtering by Multi Office

Filter project list by office

Filter staff List by office

Filter Planning Boards by office

Filtering the project performance board by office

Filter the kanban board by office