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Managing Filter Sets

You can view, create, and save multiple collections of filters, known as saved filters. You can define a particular saved filter as your default when you open planners, and rename saved filters. You can toggle saved filters to return results based on their different search criteria, or update saved filters by replacing existing criteria with new filtering criteria.

Note:

You cannot edit the filter attributes of a saved filter set. We recommend you re-create a new filter set based on the original. Modify the filter set’s attributes and save the new filter set. You can then optionally delete the original filter set.

Viewing Saved Filter Sets

To view saved filter sets, click to expand the Saved Filter Sets panel in the Filters panel.

Toggling Filter Sets

To toggle filter sets:

Navigate to the Saved Filter Sets panel in the Filters panel.
Click the name of the filter set you want to apply. The filter set's criteria is applied.
Click another filter set name to apply its criteria and view the results.

Creating Filter Sets

To create a filter set:

Click Clear All to remove any filters from the Saved Filter Sets panel.
Complete the steps as described in Filtering the List of Resources or Projects.
Click to expand the Saved Filter Sets panel in the Filters panel.
Click Create New Filter Set.
Complete the following in the Create Filter Set dialog:
- Enter a name in the Filter Set Name field.
- Select Set as Default to make the saved filter set your default.
Click Create Filter Set.

Editing Filter Sets

Hover over a saved filter set name in the Saved Filter Sets panel and click Edit.
Complete the steps in the Edit Filter Set dialog as described in Creating Filter Sets.
Click Edit Filter Set.