Search and Filter Project Schedules at the Company Level
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
- Navigate to the company's Schedule tool.
- Click the Calendar tab.
- 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
- Navigate to the company's Schedule tool.
- Click the Calendar tab.
- Click the Filter
icon. - From the relevant drop down menu, select the option for the project attribute you want to filter by.
- To clear your filters, click Clear All Filters.