Example saved views worth building and pinning

Written By Matti Parviainen

Last updated 1 day ago

Resource planning comes down to three questions: what work is coming, which roles on it still need people, and who's free to take them on. You can answer each with a saved, pinned view — together they give you a live picture for the handover between sales and delivery. This article shows how to build those three views (plus a few other useful ones).

These views are just saved filters pinned to your sidebar. For the pinning and folder mechanics, see How to create, pin, share, and edit views — here we focus on which views to build.

Staffing and resourcing-related views: upcoming projects, open positions, available people

Upcoming work

The projects that aren't confirmed yet — what your team may soon need to staff.

  1. Go to the Projects list.

  2. Click Filter and set Project status → Tentative. Narrow further if you like (by group, site, and so on).

    Filter tentative Projects.

  3. Save it as a view (name it, e.g. "Upcoming work", and optionally share it with a group), then pin it.

Save as a pinned view.

Open positions

The positions on projects that don't have a person yet, i.e. the

  1. Go to the Positions list.

  2. Filter Person → None to show only unassigned positions.

    Person: None filter

  3. Save and pin the view (e.g. "Open positions").

Available people

Who has capacity to take on the open work.

  1. Go to the People list.

  2. Filter by Availability — for example, more than 50% available in the next 30 days. Adjust the percentage and the period to fit your planning window.

    Example filter: Availability greater than 50%

  3. Save and pin the view (e.g. "People available").

Keep them together

Put the three views in one folder (for example, "Staffing") so they sit together in the sidebar.

Other ideas for pinned views

My Projects – projects where you're the owner or a contributor

The dynamic "Me" takes the Person information from the current user's person. This view will show different results if you share it with a colleague and they look at it from their point of view. Note: change the "match all filters" option to "match any filters"!

My hours: your time entries (Person → Me), with the date range you're focused on.

Sidebar: More -> Time entries -> Filter: Person: Me. Adjust the date range to what you're currently focusing on, e.g. this month or last month.

My team’s hours: time entries for people who report to you (Person → Reports to → Me).

People “Planned vs Actuals” report for everyone who reports to me

Of course you can pin Reports as well!

A project you watch closely

Tired of always searching for that one project (with cmd/ctrl+K or from a long list)?

After searching for the project, it opens full screen, and you can pin the individual project page as well:

Search from the sidebar to see this
The pin icon is available on the project details page

A neat collection of Pins

This sidebar contains many items explained in this help article. Would this make sense for your Operating use? Perhaps – test things out and remember that whenever you keep coming back to a specific view in a specific page or report, pin it!

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