How do I filter items in a column in the Resource Planner?

It is possible to filter items within columns by using the Show Filters feature. This lesson covers using the Show Filters feature in the Resource Planner.

1. Click Show Filters

  • Click Show Filters located in the bottom half of the split screen.

2. Click to the Right of the X Under the Column Heading

  • Click to the right of the "X", under the column heading to be filtered.

3. Type the Criteria

  • Type the criteria to be filtered and then tap your Enter key.

4. View the Filtered Results

  • View the filtered results.

5. Remove the Filter

  • To remove a filter, click the X in the column that has a filter applied, and select "X Off" from the listed options.



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