Learning Track
This Help Article appears in the Project Management in 10,000ft learning track. Get the most out of this learning track by starting at the beginning.
This Help Article appears in the Project Management in 10,000ft learning track. Get the most out of this learning track by starting at the beginning.
At the top of the sidebar menu, switch between People view and Project view. Use other items in the menu to filter and sort.
Exclued information appears grayed out. Remove the filter to access it.
First Name (default): Alphabetically by first name
Last Name: Alphabetically by last name
Role: By role in alphabetical order by first name
Discipline: By discipline in alphabetical order by first name
Everyone (default): The entire organization
Billable: Choose only billable or non-billable people. Non-billable people have a 0% utilization target in their profile settings.
Role: A specific title or position
Discipline: The same department(s) or people perform the same type of work
Project: Those people on a specific project or other event, such as Vacation or Sick
Team Member: Specific people and/or placeholders
People Tags: Specific tags
Clients: Assignments that relate to selected client work
Location: People based in selected location
Team Member Type: Your people (Confirmed) or placeholders (Placeholders)
Work Status: Assignments marked with your selected status
People Custom Fields: People who match your custom criteria
End Date (default): Projects are sorted with the project with the earliest end date first
Start Date: Projects are sorted with the project with the earliest start date first
Project Name: Projects are sorted alphabetically by name
Client: Projects are sorted alphabetically by Client name
Every Project (default): All active projects
Project: Select one or more projects
Project Type: Selected project types
Client: Projects for a specific client
Project Tags: Projects with specific tags
On the People View of the Schedule, use filtering options to build a skilled team. Add Custom Fields to people with specific skills so you can easily find them when assigning and reassigning work that requires those skills.
Anyone with access to the Schedule can create Saved Views. These views are accessible only to the person created them. Shared Views are accessible to any user within the organization. Shared views can only be created by account administrators.