Search, Sort, and Filter the Project List

• Required User Permissions

• You can search by project name or project number.

• 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.

• Search for Projects

• Sort Projects

• Filter Projects

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 ascending ascending or 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.

4. Select to filter by:

   • Start Date

   • Estimated End Date

   • Status

   • Tags

   • Estimated Average Hourly Rate

   • Percent Complete

   • Stage

   • Project Roles

   • [Custom Fields]

5. Click the X on the filter to remove it.