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 Schedule and the Team Schedule.

Filtering the Projects Schedule

See just the projects you care about by filtering the Projects Schedule.

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 and want to focus on those. You’ll want to use color labels or project tags to get the most out of filtering the Projects Schedule.

filter schedule

  1. Click into the filter input that says Search… (you’ll find this in the upper left hand corner of the Projects Schedule).
  2. Here you can search for a client name, project name, project code, person name, color label, or project tag—or select My Assignments to display only the projects where you have assignments.

    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 Schedule

See just the people you need to by filtering the Team Schedule.

This is helpful if you need to find a person with a specific role, if you want to see the availability of a specific department, or when looking for a specific person. You’ll want to use roles to get the most out of filtering the Team Schedule.

  1. Click into the filter input that says Search… (you’ll find this in the upper left hand corner of the Team Schedule).
  2. Here you can search by person name, email, or role—or select My Assignments to display only your assignments.
  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 Schedule and the Team Schedule, you can filter by more than one option.

  • To further filter down your results, add a space. For example: want to see just designers in the Spanish office? Type designer Spain to find everyone on the team that has both of those roles.
  • 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, 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 quotation marks (" ") 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 your search term. For example, client:Internal will only look for the phrase “Internal” among client names. You can even use quotation marks (" ") with these prefixes.
    • On the Projects View, you can search with client:, name:, code:, person:, color:, or tag: to find the corresponding projects.
    • On the Team View, you can search with name:, email:, or role: to find the corresponding people.