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
  • Default Projects List View
  • Adding & Removing Project Filters
  • Saved Filters
• Projects > Gantt
  • Adding Filters
  • Customize Project Gantt View

 

Filtering Tools

Utilize the following tools to further filter what is displayed:

• Toggle displayed columns by selecting the    icon.
• Use the search bar to look up specific data.
• Group filtering limits selection based on the groups projects are assigned to.
• Apply filters by selecting  .
• Select the   icon to save the applied filters.
• Access saved fiilters by selecting Add Filter then Saved Filters.

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 Add Filters to select the filters of your choice and select Apply.

The Project Name filter allows for selective multi-selection within your search criteria. Allowing search customization for projects with similar names.

When filters have been applied, select X to remove them one at a time or Reset Filters to clear all non-default selections:

 

Saved Filters

A specific group of commonly used filters can be saved with this feature.

1. After applying filters, select the   icon.
2. In the "Create Saved Filter” modal, add a unique name then Save. 
3. After the filter is saved, access it by selecting Add Filter then the Saved Filters button. 

Delete a saved filter by selecting the    icon in the Saved Filters menu. 

Admins can share saved filters with all users in the account. Refer to our blog post for more details. 

 

Projects > Gantt

Adding Filters

The same capabilities are under the Gantt view.

 

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, select the Roles Filters >  Unfilled Roles > Apply and Gantt Settings > Unfilled Roles.