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Search and Filter Project Schedules at the Company Level

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Objective

To search and filter for tasks in a project schedule.

Things to Consider

  • Required Permissions
    • 'Read-only' and above on the company's Schedule tool.
  • Additional Information
    • The Search bar is hidden when viewing the schedule using the Gantt Chart view.

Steps

Search for Tasks

  1. Navigate to the company's Schedule tool.
  2. Click the Calendar tab.
  3. Enter a word or phrase in the Search bar. The following fields are searched: 
    • Project name
    • Project number
    • Address
    • City
    • Full state name
    • Zip code
    • Phone number

Filter Tasks

  1. Navigate to the company's Schedule tool.
  2. Click the Calendar tab.
  3. Click the Filter icon-filter2.png icon.
  4. From the relevant drop down menu, select the option for the project attribute you want to filter by.
  5. To clear your filters, click Clear All Filters.