In the previous newsletter, we explained the before-and-after of filtering. The improvements are now live, repeating the main points here.

• Availability is a new filtering criterion in Timeline and Reports

• You can finally focus exclusively on "who's 50+% free in next 2 months"!

• The date range and availability % are now included in Views

• It's a good idea to see if your Views are handling these new criteria exactly as you'd like – and if not, make the necessary changes and save the edits. The shared Views will be saved for everyone.

• Reports show things more predictably – no more implicit hiding!

  • Project-based reports (Portfolio, Projects) always show all work

    • In the Portfolio, everything with tentative or confirmed plans

      • Even the archived people that had work in the date range

    • In the Projects, all plans and every project that has time tracking actuals

  • People-based reports (Capacity, People, Utilization Metrics) show all of the relevant people

    • Your own employees that have active employment and are not archived

    • Even if they don’t have plans but have time tracked in the time range (actuals)

  • You can include/exclude Externals whenever you're filtering people

• Externals' visibility is controlled by two personal view option toggles:

  • Show externals who don't have work: in Timeline and other places – same as before, but now a personal setting.

  • Show externals by default when hitting the Suggest button

  • Turn these settings on if you're routinely finding work for your externals. Keep them off if your primary focus is on the people on your own payroll.