The Clients filter lets you focus your view on specific clients.
As your list of projects grows, you may want to add filters to your Schedule dashboard to only display assignments for projects associated to specific clients.
To filter your dashboard view:
- Select the Filters button on the Schedule page to open the Filters menu.
- Select the drop-down arrow next to the Client heading to view your list of client assignments.
- Select one or more Clients to view.
- Select Apply. Only the clients selected display on the Schedule. You can also select Unassigned to display all projects without an associated client.
- A number displays beside the filter heading to indicate how many filter options were selected in that section.