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:
- Select the
Filters icon on the Schedule page to open the Filters menu.
- Select the drop-down arrow next to the Role heading to view a list of assigned roles.
- 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.
- Once a selection is made, a label known as a "chip" displays at the top of that filter option list, highlighted in purple.
- To remove a selection, select the X in the filter selection's chip or disable the check box next to the role.
- There is no limit to the amount of chips that can be selected.
- Chips display in the order they were selected.
- Once a selection is made, a label known as a "chip" displays at the top of that filter option list, highlighted in purple.
- Alternatively, enter a role name (or part of a role name) in the Find field. When the role name displays, select the check box.
- If a partial role name is entered, all roles containing that text display.
- You can select multiple role check boxes.
- If no match to the role entered is found, a "No Role Found" message displays under the Find field.
- Select the X in the Find field to delete the entered text and display all roles.
- 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: