Using the Roles Filter

The Roles filter lets you focus your view on people assigned to a specific role, as well as the role itself.

As your list of projects grows, you may want to add filters to your Schedule dashboard to only display specific aspects of the project, such as specific roles.

To filter your dashboard view:

  1. Select the Filters icon Filters button on the Schedule page to open the Filters menu.
    Filters Roles
  2. Select the drop-down arrow next to the Role heading to view a list of assigned roles. 
  3. Select one or more roles you want to view. You can also select Unassigned to view people that haven't been assigned a role yet. 
  4. Select Apply. Only the active role(s) and people assigned to that active role display on the Schedule when the People Status filter is left defaulted to active roles only.
    • If you don't see the role you want in the list, see Updating a Role to verify the role is Active, or check the Inactive box on the People Status filter.
    • A number displays beside the heading to indicate how many filter options were selected in that section.

See Also:

Using the People Filter

Using the People Status Filter

Adding a Role