Search and Filter Project Schedules at the Company Level

Objective

To search and filter for tasks in a project schedule.

Things to Consider

  • Required Permissions

    • 'Read-only' and above on the company's Schedule tool.

  • Additional Information

    • The Search bar is hidden when viewing the schedule using the Gantt Chart view.

Steps

  • Search for Tasks

  • Filter Tasks

Search for Tasks

  1. Navigate to the company's Schedule tool.

  2. Click the Calendar tab.

  3. Enter a word or phrase in the Search bar. The following fields are searched:

    • Project name

    • Project number

    • Address

    • City

    • Full state name

    • Zip code

    • Phone number

Filter Tasks

  1. Navigate to the company's Schedule tool.

  2. Click the Calendar tab.

  3. Click the Filter icon-filter2.png icon.

  4. From the relevant drop down menu, select the option for the project attribute you want to filter by.

  5. To clear your filters, click Clear All Filters.