Playbook | New Project Filters

The list of projects can now be filtered using two new options.

  1. Option 1 - Selected resources are assigned to
  2. Option 2 - Selected resources have Active/Backlog tasks
  3. For example, you could easily load all projects a particular resource, or group of resources, has Active/Backlog tasks giving you a single view in which you could manage the sequence in which the resource will execute the tasks using Resource links across projects (watch the video!).
    1. Set the Projects filter to Selected resources have Active/Backlog tasks.
    2. Go to the Resources page and select one or more resource(s).
    3. Go to the Projects filter, enable multiple projects to be selected, then select the projects to load.
  4. Need a hand? Contact a Customer Success Engineer today!