Filtering in the process plan can help you to maintain a clear overview of your project.
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Filter view
- By filtering, you can customize the view of your process plan in different ways.
Create and save filter
- You can filter by areas, trades and specific time periods.
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Select all to deselect only some entries.
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Each project role is allowed to filter and save filters
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Save the filters under your own name.
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You can also share your saved filters with other colleagues in the project.
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Saved filters have a globe icon next to them.
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You can subsequently adjust the filters by clicking on “Edit”.
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- When filtering, use the search function to filter long lists more easily.
Reset filter
- Reset filtered views using "Reset filter".
- The filtering is also taken into account in the PDF print, but not in the MS Project export.
- The filtering from the process plan is also displayed in the dashboard and taken into account in the evaluation.