What does it do?
Our filter allows you to select a combination of characteristics you’d like to search by - such as name of the resource, department, projects, roles, tags, etc.
There are Public Filters - available in the filter drop down list. These are visible to anyone with access to Precursive Plan.
You can also create your own selection of private filters
- Once you're done defining your filter search simply click on the arrow icon next to the 'Apply' button, select 'Save as'
- then 'Save New Filter'
- and 'Save'
Your new private filter sits under 'Private' in the filter search bar drop down list.
Tip: Make one of your favourite private filters your default view, so that every time you open Precursive Plan you are looking at what's most important to you.
To mark your private filter as default tick the 'Save as Default' checkbox at the bottom of the filter pop up.