Apply ad-hoc filters to view only the data you currently need.

• Where to Find
• How Ad-Hoc Filters Work
• Ad-Hoc Filters and Portfolios, Scenarios and Date Range
• Adding and Removing Ad-Hoc Filters

Where to Find

Depending on the Meisterplan view, you can find either project or resource filters.

Project filters are available in the following views:

• Portfolio Designer
• Project List
• BoardPro Premium
• RoadmapPro Premium

Resource filters are available in the following views:

• Team Planner
• Resource Pool

How Ad-Hoc Filters Work

Ad-Hoc Filters and Portfolios, Scenarios and Date Range

The header settings (Date Range, Portfolio and Scenario) define the data that is displayed in the respective view. The ad-hoc filters filter within this data set. You can configure the header settings and the ad-hoc filters independently from each other.

The selected filters will remain even if you change to another portfolio or log off and log in again.

Adding and Removing Ad-Hoc Filters

In the toolbar, click Filter to display the line below containing the filter selection. Next, click Add Filter and select the field for filtering:

You can select project filters from the following fields:

• All fields of the Single-select type, e.g., Status
• All fields of the Multi-select type
• All fields of the Checkbox type, e.g., Need for Decision
• Top level OBS, e.g., Department
• Rank Category, e.g., Above Must-Have line
• Project Manager
• Business Goal

You can select resource filters from the following fields:

• Top level OBS, e.g., department
• External Resource
• Primary Role: displays selected roles as well as resources with the selected primary roles
• Resource Name (only Resource Pool): displays selected resources
• Resources (only Team Planner): displays selected roles and resources
• Resource Manager: displays resources and roles with the selected resource manager
• Resource Status: displays resources with the selected resource status (active, inactive or future)
• Skills: displays roles and resources with all selected skills

Check the boxes for the values in the dropdown list that you want to filter for.

The search field helps you find the right values quickly especially if there is a long list of values. Each view will be filtered in real time. You can use several filters at the same time. A project is displayed if each of the filters applies.

To remove a filter, click the X after the field name.

You can save ad-hoc filters in Custom Views to quickly access the view configuration you need.