Availability All Editions
Apply ad-hoc filters to view only the data you currently need.
Where to Find
Depending on the Meisterplan view, you can find either project or resource filters.
Project filters are available in the following views:
Resource filters are available in the following views:
Milestone filters are available in the RoadmapPro Premium.
How Ad-Hoc Filters Work
Ad-Hoc Filters vs Portfolios, Scenarios and Date Range
Ad-hoc filters can be saved as part of a custom view, just like toolbar settings.
The header settings (Date Range, Portfolio and Scenario) are not part of the ad-hoc filters. They define the data that is displayed in the respective view. The ad-hoc filter filters within this data set. You can configure the header settings independently from the ad-hoc filters. Header settings cannot be saved in a custom view.
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
- All fields of the Resource type, e.g., Deputy Project Manager
- Top level OBS, e.g., Department
- Rank Category, e.g., Above Must-Have line
- Project Manager
- Business Goal
- Project Type
- Connected Tool
- Deviation Status Compared to Connected Tool
You can select resource filters from the following fields:
- Top level OBS, e.g., department
- External Resource
- Max Capacity Utilization (only Team Planner): displays only resources, teams, and roles that exceed the threshold you defined within the currently selected date range; in the Staff Role mode, the filter is not active. Find more information here
- Primary Role: displays selected roles as well as resources and teams with the selected primary roles
- Resource Name (only Resource Pool): displays selected resources
- Resources (only Team Planner): displays selected resources, teams and roles
- Resource Type (only Team Planner): resource, team or role
- Resource Manager: displays resources, teams and roles of the selected resource manager
- Resource/Team Status (only Resource Pool): displays resources/teams with the selected status (active, inactive or future)
- Skills: displays resources and teams with all selected skills
You can filter displayed milestones based on the following criteria:
- At-Risk Dependency
- Project Phase
- Date Range
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.