---
title: "Filtering, Selecting and Sorting Projects"
description: "Learn how to personalize your project selections to review in the Planner Space"
url: https://support.mosaicapp.com/en/articles/294-filtering-selecting-and-sorting-projects
collection: "Filterting and Sorting in Planner"
updated: 2026-09-09
language: en
---

# Filtering, Selecting and Sorting Projects

Learn how to personalize your project selections to review in the Planner Space

Mosaic’s Planner Space filters allow you to quickly narrow down the schedule to specific projects, people, roles, or timeframes - so you can focus on the work and capacity that matters most. Below, we’ll dive in to steps to do so in your account.

> **Info:** Please note, you can view a maximum of 400 projects at a time in the Planner Space.

## Selecting Projects

1.  Click ‘_Select Projects_’ in the top-left corner of the Projects Bar.
    
    ![](https://staticfiles.gleap.io/gattachments/uchvyj87gHcn61iKK4CFE7BGD8k6wJ1JyTncy8oYWe3n2gyOg0Owopq8VZqhXRrKlLTGAuMNrrP.png)
    
2.  Your Organizations Projects will appear for review. By default, you’ll see the list of all Portfolios currently in your account. _Note, the ‘Starred’ (from your favorited projects) Portfolio and ‘My Projects’ (compiling all projects you are a member of) will always appear first - and will change member to member._
    
    ![](https://staticfiles.gleap.io/gattachments/2YrFV9y2sw6h9SW8jRxBQJtZoWUQ7jZ7Ye55xWZKCD6B29peRLvSXUxhizCsNOH6abpRmTdVPCc.png)
    
3.  Selecting the caret next to the Portfolio Name allows you to review and select individual projects. Use the checkboxes to select some or all.
    
    ![](https://staticfiles.gleap.io/gattachments/fHBul4asncsNIoPHDNuUB4sNyJjzdJkvw5KmF5okO46PZdGoL3huXn20rE0E4lL6kbSPEalYm4t.png)
    
4.  You will also notice you have the ability to change the grouping of projects. Select the Portfolios icon and an option to group by Portfolios (default option), members, or projects will appear.
    

![](https://staticfiles.gleap.io/gattachments/922jI7xl4Xxb3jIYWwrXKx4q3e2beA4QtORUWIsoHj1ZNw04iwS0cVnfzhDqdBuQit4NxmZBaTt.png)

_Grouping by Members shows all Organization Members and a count of the projects they are currently members of._

![](https://staticfiles.gleap.io/gattachments/ecpLPg1fXkOGnqxLO6zNWqJHtenS4kzR5pM7sp3Q8kcqEMfFt8fUN6stQs7lBfp4Rjek8bDGii6.png)

_Grouping by All Projects shows a master project list. Note, the Portfolio is still visibible here - and appears under the Project Name._

![](https://staticfiles.gleap.io/gattachments/xTxexZlbjXfUM6yXjeYaR87JbWwO6YAU46UPAU5tMSOXv9Z4YbQrTd4KMRSeiXJkBvzywQlM81c.png)

## Further Filtering Your Project Selections

1.  If needed, you can also drill down your project list by using Mosaic’s Project Attributes to Filter further. When in the ‘_Select Projects’ Modal_ \- click on the purple '**_Filter_**’ button. A secondary menu will appear.
    

![](https://staticfiles.gleap.io/gattachments/N3LGX7VWtDlr6VLRJfeZ9TNJLEGMlOH8JENKSSoxbvV0qNorthC14Rmy9traXExQawAGfK5u18Y.png)

2.  Projects can be filtered using various project attribute criteria to help narrow down results and locate specific records. These filters can also be layered; meaning multiple filters can be selected. Once those selections are made, you’ll notice the Project list (whether grouped by Portfolios, Members, or All Projects) will reflect your selections accordingly - giving you a quick and easy way to find appropriate projects for review.
    

![](https://staticfiles.gleap.io/gattachments/vGtIyaggEzSYDqe9dpqjATLr4Ds7AXOWssoqoE5fYjvTsRDf8JCXR2DH9yLkA7vgYcknLsC1Hqg.png)

3.  Select **_Done_** once you’ve found all desired projects to review.
    

> **Info:** Quick Call Out: By default, Mosaic collapses Archived Projects from view, mainly to help declutter. This is why you’ll see an arrow to expand archived projects when they were previously selected. To change this, use the ‘Archived Projects’ Filter.

![](https://staticfiles.gleap.io/gattachments/aIaPw14VmoIpoWyQuLRYVrQebXO0bxXUF39Yv19ecpioZmZbhHV3ZN6DL3IReNShJPzfHwLhScH.png)

## Sorting Projects Further

Once your projects are filtered and selected for review, you also have the ability to sort them further. Your options are to:

-   **Project Title**: Sorts Projects alphabetically in either **A to Z** or **Z to A** order.
    
-   **Project Number**: Sorts Projects by Project Reference Number, in either **Low to High** or **High to Low** order.
    
-   **Phase Date**: Sorts Projects based on the earliest **start** or **end date** among all Phases within each Project. Projects with the earliest **start** or **end date** appear **first**.
    
-   **Active Work Plans**: Sorts Projects by the **sum of remaining days** across all Work Plans within each Project. Projects with **more remaining days** appear **first**.
    

![](https://staticfiles.gleap.io/gattachments/fyFQgtrgNzvR4no8H9UEXEkFZLb87JIrprWBx1NxoeG46lJZL3yQmXplp5awPWUbxqFk8OFXZMc.png)

Should you need to filter your Project Selections further by Member-specific attributes, you can do so as well. Select the _three-line icon_ at the top of the page. A Member attribute filter will appear. You can filter here by Members in:

-   Departments
    
-   Disciplines
    
-   Offices
    
-   Open Roles
    
-   People
    
-   Roles
    

![](https://staticfiles.gleap.io/gattachments/C7kIkY4wL6ffiJQaxLJY8RAgQM7M3QFq6p3ZMx9MPi2hq6OUj8w1htkzOqa62fuyaZsrqf1H6Ig.png)

Select which filter you’d like to add to your Planner Space (you can add multiple here). Once selected, a new filter will appear next to the three-line icon. Select the filter to pop out those attributes for selection. See the ‘Offices’ filter below as an example:

![](https://staticfiles.gleap.io/gattachments/XgDbqiY9r5rrUOqTOEjzMc1WAcKTbWZ0MsnzDHfvv3DLsF8dhBTbq709SfAzPjTPZA9ltoBNPfR.png)

> **Info:** Your filters, sort orders and overall selections will auto-save for the next time you access the Planner or log in.