From the Schedule, select the box in the upper-left corner to display the sidebar menu. Use this menu to switch between the People view and Project view, and to filter and sort the information you want to display.
Filtered out information is displayed in light gray on the Schedule.
People View Sort By Options
First Name (default): People are sorted alphabetically by first name on the Schedule
Last Name: People are sorted alphabetically by last name on the Schedule
Role: People are sorted by their role in alphabetical order
Discipline: People are sorted by their discipline in alphabetical order
- Availability: This allows you to sort your team from most to least available. From here, you’ll be able to see who on your team can take on work for certain project types, or who is available within a specific period of time
Filters in People view:
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 – only people with a shared title or position
Discipline – only people of the same department(s) or who perform the same type of work
Project – only those people on a specific project or other event, such as Vacation or Sick
Team Member - only the people and/or placeholders you select
People Tags - only people with specific tags
Clients - only the assignments that relate to selected client work
Location - only the people based in selected location
Team Member Type - only your people (Confirmed) or placeholders (Placeholders)
Work Status - only assignments that are marked with your selected status
People Custom Fields - only the people who match the custom criteria you’ve set
Use Saved Views to save your filters and pull up a customized view of the Schedule anytime. Select Saved Views > Save Current View and enter the name of your saved Schedule view.
Project View Sort By Options
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
Filters in Projects view:
Every Project (default) – all active projects
Project – select one or multiple projects to view
Project Type – only the selected project types
Client – only the projects that relate to the selected client work
Project Tags – only projects with specific tags
- Project Custom Fields - only the projects that match your business-specific criteria
Skills
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.
Saved Views
Use Saved Views to save your filters and pull up customized views of the Schedule anytime. Everyone with access to the Schedule has the option of creating their own saved views under "My Views". These views will be accessible only to the person who saved the view. There are also Shared Views. These views are accessible to any user within the organization. Shared views can only be created by account administrators.
