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Search, Sort, and Filter the Project List

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Objective

To search, sort, and filter the Project List in Resource Planning.

Background

The Project List provides a list view of all your Projects where you manage your resources.

Things to Consider

Steps

Search for Projects

  1. Navigate to the Company level Resource Planning tool.
  2. Click Projects and select Projects List.
  3. Enter a project's name or project number in the Search Projects box. Then press the ENTER/RETURN key on your keyboard.

Sort Projects

  1. Navigate to the Company level Resource Planning tool.
  2. Click Projects and select Projects List.
  3. Click the column header to sort by that column.
  4. Optional: Click again to switch between icon-ag-grid-sort-ascending.png ascending ascending or icon-ag-grid-sort-descending.png descending order.

Filter Projects

  1. Navigate to the Company level Resource Planning tool.
  2. Click Projects and select Projects List.
  3. Click the filter icon-filter-wfp.png icon.
  4. Select to filter by:
    • Status
    • Estimated Average Hourly Rate
    • Percent Complete
    • Start Date
    • Estimated End Date
    • Tags
  5. Click the X on the filter to remove it.