Filter for Project Owner to include Secondary Owner
When I filter for a project owner, I want the results to include projects where the selected person is either the primary project owner or the secondary owner. We use Hubspot, so our project owner is the deal negotiator, and the secondary owner is responsible for delivering the project. This feature would allow us to see all projects a person is involved in, both from a sales and a delivery perspective, in a single view.
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Comments1
Matti Parviainen
Nov 27, 2025
Use the secondary owner as filtering criteria like this. Using the dynamic Me here – you may add any name.
To find everything where I’m either the Owner or the Staffing Owner, it looks like this. Note the “Match any filters” selection.