Our filtering feature in Forecast can be really helpful when you’re scheduling your team. Filtering the schedule shows you the exact projects or people you’re interested in, and hides the rest. You can filter from both the Projects View and the Team View to focus on a specific aspect of your schedule.

Filtering The Projects View

See just the projects you care about. This is helpful when wanting to look at only one client, or view projects in the sales pipeline, or if you manage only a few projects in the schedule. You’ll want to use color labels or add project tags to get the most out of filtering the Projects View.

filter schedule

  1. Click into the filter input that says Search for clients, projects, or tags (you’ll find this in the upper left hand corner of the Projects View).
  2. Here you can search for a client name, project name, project code, color label, or project tag. The schedule will filter to just the relevant projects in real-time as you type.

    Note: If you’re searching for a color label that you’ve added a custom name for, you must search for the color using that name.

  3. To clear the filter, click the X that appears in the right hand corner of the search box.

clear filter

Filtering The Team View

See just the people you need to schedule. This is helpful if you need to find a person with a specific skill, if you want to see the availability of a specific department, or when looking for a specific person. You’ll want to use team tags to get the most out of filtering the Team View.

  1. Click into the filter input that says Search for people or tags (you’ll find this in the upper left hand corner of the Team View).
  2. Here you can search by person name, email, or team tag. The schedule will filter to just the relevant projects in real-time as you type.
  3. To clear the filter, click the X that appears in the right hand corner of the search box.

Searching for Multiple Options

On both the Projects View and the Team View, you can filter by more than one option.

  • Simply use a space when you need to further filter down your results. For example: want to see just designers in the Spanish office? Just type designer Spain to find everyone on the team that has both of those team tags.
  • If you’d like your schedule to include all results across multiple options, use the word “or” in your search. For example: if you want to see all your designers and all your developers at the same time, just type designer or developer. Want to see all orange and all blue projects? Type orange or blue.

These options work for anything you can search for on the schedule, as listed above.

Advanced Filtering Techniques

If you’re having trouble finding the exact project or person that you’re looking for, filtering in Forecast offers a few options that might be helpful.

  • Use quotations " " around your search to find that exact string.
  • You can also use prefixes to find specific projects or people. Type any of the prefixes below before what you’re search. For example, client:Internal will only look for the phrase “Internal” among client names. You can even use quotations " " with these prefixes.
    • On the Projects View, you can search with client:, name:, code:, color:, or tag: to find the corresponding projects.
    • On the Team View, you can search with name:, email:, or tag: to find the corresponding people.