Search, Sort, and Filter the Assignments Gantt

Assignments Gantt allows you to view resource requests and resource assignments across all projects and people within your company. Assignments Gantt provides a multi-day view from one day up to three years. You can search and filter the Assignments Gantt to find the information you need such as all active projects, time off, percent allocation of resources, and all open requests. See How do I view resource allocation percentage?

• Required User Permissions

• To filter on a custom field, the Enable Use as Filter checkbox must be marked in the custom field's configuration. See Configure Custom Fields for Resource Planning

• When filtering Tags, you can apply AND logic or OR logic.

• Gantt

  • Search for People

  • Search for Projects

  • Filter People

  • Filter Projects

• Gantt (Beta)

  • Search

  • Sort

  • Filter

Assignments Gantt

Search for People

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt.

3. Select People.
   

4. Enter a person's first name, last name, or employee ID in the Search People box. Then click the magnifying glass icon or press the ENTER/RETURN key on your keyboard to initiate your search.
   

Search for Projects

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt.

3. Select Projects.
   

4. Enter a project name or project number in the Search Projects box. Then click the magnifying glass icon or press the enter/return key on your keyboard to initiate your search.
   

Filter People

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt.

3. Select People.
   

4. Click the filter icon.

5. Click Matches to filter by terms that match your filters, or click Doesn't Match to show time off that does NOT match the filter.

6. Select to filter by:

   • Gender. Select this to filter by gender, then select the gender.

   • Hide Empty People. Select this to hide people without resource assignments, then select True.

   • Job Titles. Select this to see a list of job titles, then select the Job Title.

   • Only Show. Select this to only show certain kinds of entries, then select Assignments or Time Off.

   • Projects. Select this to filter by a specific project, then select the project.

   • Tags. Tags that have been configured for people.

     To apply AND logic to your tag filters, mark all the checkboxes for your filter selection.

     • For example, if wanting to see people with both Tag A and Tag B:

       1. Click the filter icon.

       2. Click Matches.

       3. Select to filter by Tag.

       4. Mark the checkboxes for Tag A and Tag B.

       5. Click the checkmark to apply the filter(s).

     To apply OR logic to your filters, individually filter for each tag.

     • For example, if wanting to see Users OR Assignable Users:

       1. Click the filter icon.

       2. Click Matches.

       3. Select to filter by Tag.

       4. Mark the checkbox for Tag A.

       5. Click the checkmark in the modal.

       6. Click the filter icon.

       7. Click Matches.

       8. Select to filter by Tag.

       9. Mark the checkbox or Tag B.

       10. Click the checkmark in the modal.

       11. Click the checkmark to apply the filter(s).

   • [Custom Fields]. Select the custom field, then select the option by which you want to filter.

7. Click the checkmark to apply the filter(s).

8. If you want to clear filters that you have applied, click the 'x' next to the filter, then click checkmark to clear the filter(s).

9. If you want to clear additional filters and revert back to default filters, click the trash can icon.

Filter Projects

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt.

3. Select Projects.
   

4. Click the filter icon.

5. Click Matches to filter by terms that match your filters, or click Doesn't Match to show time off that does NOT match the filter.

6. Select to filter by:

   • Bid Rate. Select this to filter by the project's estimated average rate that are Less Than, Less Than or Equal To, Equal To, Greater Than or Equal To, or Greater than a specific value, then enter the value of the estimated average rate.

   • Est. End Date. Select this to filter by projects that end On or Before, On, or On or After a designated date, then select the date.

   • Hide Empty Projects. Select this to hide projects with no resource assignments or resource requests, then select True.

   • Job Titles. Select this to see a list of job titles, then select the Job Title.

   • Only Show. Select this to only show certain kinds of entries, then select Assignments or Requests.

   • Percent Complete. Select this to filter by projects where the percent complete is Less Than, Less Than or Equal To, Equal To, Greater Than or Equal To, or Greater than a specific percent, then enter the percent.

   • Start Date. Select this to filter by projects that start On or Before, On, or On or After a designated date, then select the date.

   • Status. Select this to filter by status, then select Active, Pending or Inactive.

   • Tags. Tags that have been configured for people.
     Note: When filtering by tags, the project must have the tag in order to also show people with the same tag.

      Tip

     To apply AND logic to your tag filters, mark all the checkboxes for your filter selection.

     • For example, if wanting to see people with both Tag A and Tag B:

       1. Click the filter icon.

       2. Click Matches.

       3. Select to filter by Tag.

       4. Mark the checkboxes for Tag A and Tag B.

       5. Click the checkmark to apply the filter(s).

     To apply OR logic to your filters, individually filter for each tag.

     • For example, if wanting to see Users OR Assignable Users:

       1. Click the filter icon.

       2. Click Matches.

       3. Select to filter by Tag.

       4. Mark the checkbox for Tag A.

       5. Click the checkmark in the modal.

       6. Click the filter icon.

       7. Click Matches.

       8. Select to filter by Tag.

       9. Mark the checkbox or Tag B.

       10. Click the checkmark in the modal.

       11. Click the checkmark to apply the filter(s).

   • [Custom Fields]. Select the custom field, then select the option by which you want to filter.

7. Click the checkmark to apply the filter(s).

8. If you want to clear filters that you have applied, click the 'x' next to the filter, then click checkmark to clear the filter(s).

9. If you want to clear additional filters and revert back to default filters, click the trash can icon.

Assignments Gantt (Beta)

Search the Assignment Gantt (Beta)

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt (Beta).

3. Enter a project name or project number into the search bar. Then press ENTER on your keyboard.

Sort the Assignment Gantt (Beta)

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt (Beta).

3. Next to the column name, click the sort order icon.
   

4. Click again to switch between ascending or descending order:

   • Ascending

   • Descending

Filter the Assignment Gantt (Beta)

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt (Beta).

3. Select to see information grouped by Resource or Project.
   

4. Click the filter icon.

5. Select from the available filters:

   • Project Tags
     Note: When filtering by tags, the project must have the tag in order to also show people with the same tag.

   • Project Status

   • Project Roles

   • Resource Status

   • Job Title

   • Hide Past Assignments and Requests

   • Hide Empty Projects

   • Hide Empty Categories

   • Hide Labor

   • Hide Equipment

   • Hide Requests

   • Job Stage. See Change a Project's Stage of Construction.

   • [Custom Fields]

6. To clear filters, click the X in the filter, or click Clear All Filters.