Filtering the Schedule

Have you ever wanted to filter resources by things like department, location, projects or skills? If so, you're in luck! Resource Guru offers a universal search which lets you search by any type of resource or attribute, including custom fields.

For example, if you typed “Art” into the Search bar, you’d be shown everything in the app which contains the word “art”, such as all people from the Artwork department, or all those with the Art Director job title, anyone called Arthur and even your Spartan project.

Resources have some default fields, for example Job Title and Skills, and you can customise the options for these default fields. In addition, you can create custom fields to let you drill down and focus on the resources you're interested in. Custom fields are one of Resource Guru’s most powerful features.

Let’s say you need to find people with any of HTML5 and CSS skills in London and New York. Easy! If you’ve already created custom fields for “Skills” and “Location,” it’s going to be a breeze. Just select the custom filters you need from those two fields, then choose “Any” for “Skills” and “All” for “Location.” Done.

You can also use filters to quickly narrow down which resources have been booked for specific Projects or Clients.

When you filter by client or project, you’re going to see all resources that have ever been booked for that client or project.

We think it’s important that calendar events are viewed in context; you don't want to move or add bookings where there isn’t sufficient availability. So, although the filter will only show you resources that are assigned to specific clients or projects, if those resources are booked for other clients or projects as well, all bookings will remain in view.

You can also use custom fields applied to your projects and clients to filter your Schedule. Anyone booked on a project with a specific custom field attribute will appear in the results. For example, this allows you to quickly find people with experience in certain types of projects, check the workload for low-priority projects, or analyze how work is distributed based on client location.

Next to each filter there is an Any or All toggle.

Select Any to match any options you’ve entered. Say you want to filter a custom field called “Location.” If you’ve entered London and New York as your values and select Any, all resources located in either London or New York will appear.

Select All to match all options you’ve entered. If you filter a custom field called “Skills” with the values HTML5 and CSS and have selected All, only those resources that have both HTML5 and CSS skills appear.

You can also group your Schedule not only by Project and Client but also by Job Title, Location or any custom fields you've added to people or non-human resources, such as Skills or Department. Just hover over the option and choose to see your team grouped by the selected criteria.

For example, if you’re responsible for clients in London and want to see the time your team has allocated to projects with London-based clients, you can use the Group by Project functionality. Then, go to Filter By and select all clients in a specific location to view only the relevant projects.

You can sort your Schedule by Name, Job Title, or any single-select custom fields you've added to people and non-human resources. Simply hover over the option and choose whether to sort your team in ascending or descending order based on the selected criteria.

If you regularly use the same filters, you can save time by creating a Saved View. Suppose you regularly search for people with HTML5 and CSS skills—just apply the relevant filters, then click Save View in the control bar. Be sure to give the filter a meaningful name (such as"Team A"), then click Save View. You’ll now see “Team A” listed under Views in the top left of the control bar.

To delete or rename a saved view, just click on the three little dots next to the view name.

To edit a view, select the view you want to modify, make your changes, and then click Save. You’ll see three options: you can either update your current filter with the new changes (Save Changes), save this view as a new one, or discard the changes.

Want to save your team some time by sharing your saved views? Just click on your saved view and select “Share with Everyone.” Once shared, anyone with access to the full Schedule will be able to see and apply this view. Please note that once shared only you and account administrators have the ability to rename, delete, overwrite or unshare it for everyone.

If you just want to share a view with someone ad-hoc, without sharing it to the whole account, then you can also simply copy the URL and send it to a colleague. All parameters are saved in the URL, so if you share a link with someone they’ll be taken to the exact view that you see - including any filters and even the date you’re looking at!

Want to focus on a specific person in the Schedule? Simply pin them to the top by hovering over their name and clicking the pin icon!

It’s quick and easy to see when saved views have been applied - find a label with your selected view name appear in the top left of your control bar. You can remove views by clicking onto the label and choose Reset to Default.

Search by name

Navigating the timeline

Using colors