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
Navigate to the company's Schedule tool.
Click the Calendar tab.
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
Navigate to the company's Schedule tool.
Click the Calendar tab.
Click the Filter
icon.
From the relevant drop down menu, select the option for the project attribute you want to filter by.
To clear your filters, click Clear All Filters.