Filter function

Click the button to display the filter settings or the button to hide them.

You can adjust various filter settings in the following fields:

• Main group: Here you can select one or more superordinate groups to be displayed in the planning board. All other main groups are hidden.

• Group: Here you select one or more groups to be displayed in the planning board. All other groups are no longer displayed in the planning grid.

• Branch office: With this filter you determine which branches are displayed in the planning board and which remain hidden.

• Type of resource: Use this to define which resource types are displayed in the planning board and which are hidden.

• If you activate this button, only resources with assignments are displayed in the planning board.

• When this button is activated, only worklists linked to assignments are displayed.

• Click on this button to show external resources. If you deactivate the button, only internal resources are displayed.

• If you activate "Resource filter", you can select one or more resources. Only these resources are then displayed in the planning board.

• When this button is activated, you can only see the assignments in the worklist.

• Click on this button, if you want to select a group of assignments. You can select a group of assignments by using the shift key and drawing a rectangular zone over the assignments. Or you can select each assignment by pressing ctrl and clicking on the assignments one by one.

• To choose an action for your selected assignments use this button or a right-hand click on one of the selected assignments. You can delete, group or ungroup the selection, push the selection into the worklist, assign the selection to a ressource, filter projects or set/unlock fixations.

Filter assignments

• Code: Here you can select one or more identification codes. All other identifiers are filtered out of the planning board.

• Flags: Choose one or more flags to filter all other flags out of the planning board.

• Icons: Select one or more icon(s) to filter all the other icons out of the planning board.

• With the project filter you can select one or more projects. Subsequently, only assignments for this project or these projects are displayed in the planning board.

• Select one or more addresses here. Then only the assignments for this address or addresses are displayed in the planning board.

Group by

• Activate this function to view the planning board in the alphabetical listing of the resources.
  

• If this button is active, the view of the planning board is sorted according to the address numbers.
  

• Click on this button and the planning board is displayed as an overview of all project numbers.
  

Display

• Only working days are displayed. Weekends are hidden in the planning board. Only working time is displayed in the hourly view.

• Assignments are displayed in the time zone of the logged in user.

• If this option is active, the planning board is automatically updated after changes. If the option is deactivated you must update the planning board manually by clicking the button .

• If you activate the button, all assignments will be coloured with the project colour. If the function is inactive, the assignment is coloured according to the assignment type.

• Click on this button to see grouped assignments in the graphic. If the function is inactive, the assignment is coloured according to the assignment type.

• If this function is active, assignments are displayed as drawn over the whole day.

• Click on the button to display a table of the assignments in worklists in the lower part of the window. These have not yet been assigned to a specific resource. Click on the button one more time to hide the table again.

• If you click on the button, a Google Maps map opens in the right-hand area of the planning board. Once you have selected a resource or an assignment, the locations are displayed as markers on the map. You can then let a route be calculated.

• Activate the capacity diagram by clicking this button. This gives you an overview of the utilization of the resources.

• If this option is activated, assignments with SLA reference are highlighted in colour. For more information, see Assignments with SLA reference.

• Activate the button to display the percentage utilization of each resource on a daily basis.

• If you click on the button, the target periods of the assignments are displayed in the form of narrow bars.
  

• If this button is activated, the cells are shown in the flag color. If the function is inactive, the current day is highlighted.

• Activate this button to see the assignments in the flag color.

• You can see the degree of completion by clicking on this button.

• If this function is active, assignments can only be moved between resources or worklists by drag'n'drop.

• If this function is active, assignments can only be moved horizontally (i.e. on the time axis) using drag'n'drop.

Create Filters as Favorites

For more information, see : Create Filters as Favorites