Overview
Filtering is the user-facing process for narrowing Resource Planning and Scheduling views to the work orders, resources, templates, or scheduling records needed for the current task. This page explains how users apply, save, reset, and review filter values in the planning views.
Key Information
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Select Filter: Created in Filter Management, this option allows users to choose the filter type to manage, such as Work Orders, Available Resources, or Assignable Resources. In the example above, Work Order Filter is selected as the default.
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Set as Default star icon: Enables the user to use the selected filter each time they open the filter. In the example above, the star icon is enabled.
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Select Saved Values: Users can save selected filter values, and the system automatically reapplies them after logout and login. In the example above, Asset Number has 16 selected items, and Assigned To is Kristen Megill (1029).
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Auto-apply filter and value upon login: Enable this option to populate the same filter values the next time you log in to the Unallocated Work Order Filter.
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Consistent filtering: Saved filters apply across Unallocated Work Orders, Available Resources, and Assignable Resources.
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Improved filter controls: Reset, Save Values, and Apply buttons are positioned at the top of the filter interface for easier access.
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Scheduling filtering: Work order filtering is available in Scheduling for both Calendar and Gantt views.
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Applied-filter indicators: Users can hover over filters to confirm current filter status and improve visibility.
To learn how to create, update, and maintain saved filters for work orders and resources, see Configure Filtering Settngs.