Filtering everywhere

In order to understand how different parts of your business work, you need to be able to zoom in & out of the people, projects, clients and work allocations. The filtering features we’ve built may appear simple on the surface, but there’s a lot you can do once you understand it well.

Jump ahead:

• People

• Projects

• Positions

All of the lists have a filtering button at the top

Inside the filtering panel, you have many ways of entering your criteria

• type whatever, see what matches you find

• choose from the pull-down menus

• clear all filters to see everything

Next to it, you can find a Views button – that’s where you can save the filtering criteria and display options you frequently use.

Depending on the page you’re on, you might also see a Display menu. You can find sorting, grouping and other display-related options there. Display settings are saved as part of the View.

People

When looking for smaller groups of your entire team, the People filter gives you the way to narrow that set down. The people filters are available on the People view and all the people-related reporting like Capacity, and People report.

If you add multiple different criteria, you can see the “Match all filters” at top right. Click this to toggle match all/any.

If you add multiple values that could match, like the “Role: AD or Copywriter”, you can choose to “match any” (like above) or click that pill again to match all. If you match all with two roles selected, the results will include only the people who have both the AD and Copywriter role.

You can click on any of the “is” pills to switch to “is not” instead:

Whenever you update the filtering criteria, you can see the Show results (1) number change.

Skill levels and feelings

Operating skill management is very nice when you’re eager to find someone with a specific skill expertise and feeling related to that. As of writing (January 2025), we don’t yet support “medium or better” type of searches. Nevertheless, this allows you to find the right person, even if you’re looking for something highly specific:

Projects

Typing with the beginning of the client name reveals that you can filter with everything related to Rogahn as well as pick individual projects.

The “is not” option can be interesting here as well:

Sometimes it’s interesting to look at projects based on their start or end dates:

See all of the projects where we have either Officers, Executives or Producers as part of the team:

With these two filters and “matching any filters”, I get a listing of all of the projects that have something not-yet-confirmed in them. I think I’m going to save this Views as “all the maybes”.

This View will be useful for all the people in our C team, so I’m going to share it with them. Now, everyone in that Group will find it from their Project Views menu.

I use that View so much that I added it to my favorites:

Positions

When you add a role to a project, it creates a Position. That’s one of the rows on the project Timeline. Each Position can have any number of allocations blocks (sometimes called “work efforts”). Each allocation has a status – it’s either Tentative or Confirmed. The Position itself does not have any status.

TIP: We highly recommend implementing a saved filter and pinning it for the positions view which has filter "Person is None" on. This will create a list of positions which are open for staffing that will help your resource planning team know what all the open positions are across your project portfolio

Each open position should be matched to a Person sooner or later – or if the project is lost, then the project should be archived, which will also remove that projects’ positions from the list.

The Position can be set up in a handful of ways – all of these are optional:

• naming the Role

• naming the expected Seniority (in relation to the Role)

• naming the Person

• naming required Skills