Edition: Enterprise
User-level: All access levels*
*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.
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.
Filter project list by office
Organisation dropdown > projects
Select the filter icon in the top left
Select the offices filter option and select the office you would like to filter by
Click Apply filter to view the results
Filter staff List by office
Organisation menu > Staff
Click the filter icon in the top left
Select the office filter option and choose the office you want to filter by
Click ‘Apply filters' to view the results
Filter Planning Boards by office
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 the ‘Office’ drop-down arrow
Select the office to filter by
Click ‘Apply filter’ to view the results
Filtering the project performance board by office
Organisation menu > Planning boards > 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
Click ‘Search’ to view the results
Filter the kanban board by office
Follow the below steps to filter by office for the Kanban planning board:
Organisation menu > Planning boards > 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
