Easily filter the data that is displayed under your Projects List view. Bridgit Bench will maintain any applied filters when toggling between the List and Gantt views.
Saved Filters are another option to improve efficiency quickly applying filters that are commonly used.
Table of Contents
- Filtering Tools
- Projects > List
- Projects > Gantt
Utilize the following tools to further filter what is displayed:
Columns in the List view can be re-ordered by dragging and dropping them to the desired locations.
Projects > List
Default Projects List View
When filters are reset, the List view will default to Status includes: Active or Upcoming or Pursuit.
Adding & Removing Project Filters
Select the Filters button and Add Filter to select the filters of your choice and select Apply.
When filters have been applied, click the corresponding to remove them one at a time or select Reset Filters to clear all of your filter selections:
A specific group of commonly used filters can be saved with this feature.
- After applying filters, select the button.
- The "Create Saved Filter” will open. Add a unique name for the filter.
- After the filter is saved, access it at any time using the Saved Filters button.
Delete a saved filter by clicking the Manage Saved Filters button inside the Saved Filters menu.
Projects > Gantt
The same capabilities are under the Gantt view as well. Below is a demonstration of how to filter projects by Allocated People, which quickly isolates all of the projects an individual(s) has been allocated:
Customize Project Gantt View
Customize the Project Gantt view to help condense relevant information with the Gantt Settings. Any applied filters and customizations made in the Gantt Settings panel will be reflected in the Gantt reports. Learn more about managing the Gantt Settings here!
The Project Gantt Settings will only filter roles. Project Filters can be used to filter project data.
- For example, to see "unfilled roles" only on projects that contain unfilled roles, filter Projects > Roles > Unfilled Roles and Gantt Settings > Unfilled Roles.