Apply Advanced Schedule Filters

Filtering in the scheduling tool uses specific logic rules to help you find data. It uses "OR" logic within a single category (e.g., Company A or Company B) and "AND" logic between different categories (e.g., Company A and tasks scheduled for the next 2 weeks).

1. Click the Filters button on the far-left navigation bar to swing out the filter panel.

2. Use Common Filters:

   • Select the Common Filters tab.

   • Use the multi-select dropdowns for Company, Assignees, Approvers, or Activity Status.

   • Use the Date Range presets (e.g., X-week lookahead) to see upcoming work.

3. Use Custom Filters:

   1. Select the Custom Filters tab.

   2. Define your target column (e.g., "Duration").

   3. Choose an operation (e.g., "greater than or equal to").

   4. Set your parameter (e.g., "10 days").

4. Click Apply.

   • Note: Filters are user-specific and will be remembered the next time you log in.