Click "Select Projects" in the top left corner to populate projects in the Planner Space.
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.
Projects can be filtered using the following criteria to narrow down results and locate specific project records:
Project Members: Display projects that include selected individuals.
Project Managers: Filter projects by selected individuals that are Project Managers.
Open Roles: Filter projects with selected Open Roles.
Project Priority: Narrow the list based on assigned Priority levels (e.g., High, Medium, Low).
Project Status: Filter by current project status (e.g., Active, Completed, On Hold).
Project Billable: Select between billable and non-billable projects.
Project Has Phase: Show only projects that include the selected Phases.
Phase Status: Filter based on the status of associated Phases.
Client: Display projects that have selected clients.
Region: Display only projects with selected regions.
Project Archived: Choose whether to hide or display or collapse archived projects.
Department: Display only projects with selected departments.
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.
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
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.
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.
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.
To quickly access a Project's Budget Space from the Planner, select the Budget icon located beneath the Project name.
The project-level filter feature allows you to quickly view and focus on specific team members within a project.
Hover on the Project Name row to see filter and Member button. Click the filter button to select Members to display. Search for Members by name or number.
Select the members by clicking the checkbox next to them, or click the checkbox "All" to select all members at once. Click Done to apply the filter.
Additionally, the list can be grouped by project phase, providing a clear and organized way to manage your team and their tasks efficiently.
Phases can be searched by name. The checkbox next to each Phase allows selecting all members within that Phase or selecting individual members by checking the box next to their names. The numbers displayed beside each Phase indicate the total number of members in the Phase and the number currently selected. The caret icon enables expanding or collapsing Phases, which are set to expand by default.
When a Member filter is applied, a “X Hidden by Filters” indicator appears at the bottom of the Member list under each Project.
Click this indicator to open the Member Filter panel and adjust the selection as needed to view hidden Members.
