Selecting and Filtering Projects

Select Projects

1. Click "Select Projects" in the top left corner to populate projects in the Planner Space.

   

2. Expand the portfolio to see individual projects. Use the checkboxes to select desired projects or all projects in a portfolio. The maximum number of Projects that can be selected at a time is 400.

   

3. Projects can be filtered using various criteria to help narrow down results and locate specific records. These filters allow for refinement based on project attributes, status, team composition, and organizational details.

   
   

   Project Archived: You can choose how to display archived projects. The default view is collapsed, where you will see an arrow that you can click to expand and view all archived projects under the portfolio. You also have the option to hide them or display them as regular projects.
   

4. You can group the projects by All Projects, Portfolios or All Members.

   

   Now, it's possible to view schedules for Phases, Subphases, Work Categories, and Milestones from multiple Projects—all in one place.

   

Sorting Projects

• Once projects are selected, you can sort them by the following:

  • Project Title: can be sorted alphabetically in either A to Z or Z to A order.

  • Project Number: can be sorted in either Low to High or High to Low order.

  • Phase Date: sort by Phase start or end date in ascending order.

  • Active Work Plans

    

Project Three-Dot Menu

Click on the three-dot menu on the Project, several options are available

• Go To Project: Opens the Project Space in a new tab.

• Manage Members: Launches the Manage Member Modal for the Project.

• Import Schedule: Opens the Import Modal to perform a CSV import of Projects/Phases/Work Categories and more.

• Edit Phases: Accesses the Project Schedule Modal to manage the Phases within the Project.

• Project Info: View and Edit Project Information on Project Info Modal.

  

Project Members

• Expanding a Project reveals all active Project Members along with their associated Work Plans. Any Open Roles appear at the bottom of the Members list. Members are organized alphabetically to make navigation easier.

  

Archived Work Plans

When a Project, Phase, Subphase, or Work Category is archived, all associated Work Plans are archived automatically. Archived Work Plans are marked with a red archive icon. Hovering over the archived bar reveals additional details about the archived item.

Project Budget

To quickly access a Project's Budget Space from the Planner, select the Budget icon located beneath the Project name.

The button will be hidden when a smaller Row Height (such as 50% or 25%) is selected to save space. To reveal the button without adjusting the row height, simply hover over the project row, and the hidden buttons will become visible.