Selecting and Filtering Projects

Find and pull up the projects you want to plan using search, portfolios, filters, and starred shortcuts.

Overview

The left-hand column of the Planner Space is your project selector. It lists all projects available to you based on your permission level. You can search, filter, and organize projects to build your planning view. Each user's selection is personal — changing your view does not affect anyone else.

What You See

  • Project list — all projects in your account, organized by portfolio

  • Search bar — type a project name or number to find it quickly

  • Filter button — narrow projects by project manager, client, or other attributes

  • Starred portfolio — a personal shortcut folder at the top of the list

  • My Projects portfolio — projects where you have spent time or are a member

  • Import portfolio — projects synced from your ERP integration

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