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.
Filter projects by Billable, Client, Project Members, Project Managers, Open Roles, Project Status, Phase Status, Project Has Phase, Project Priority, Project Archived and Region.
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.
You can group the projects by All Projects, Portfolios or All Members.
You will be able to view schedules for phases, subphases, work categories and milestones from various projects 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 Members
Expanding the Project displays all active Project Members sorted alphabetically within it.
Project Level Filter
The project-level filter feature allows you to quickly view and focus on specific team members within a project. You can use the filter to search for members by name or number, helping you find the right person faster.
Additionally, the list can be grouped either by member or by project phase, providing a clear and organized way to manage your team and their tasks efficiently. Select the members by clicking the checkbox next to them, or click the checkbox "All" to select all members at once.
Add Project Members