Filtering the Schedule
Kat Pattison avatar
Written by Kat Pattison
Updated over a week ago

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 HTML5 and CSS skills in either London or 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 “All” for “Skills” and “Any” for “Location.” Done.

Filter projects and clients

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.

Match any or all

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.

Saving filters

If you regularly use the same filters, you can save time by creating a Saved filter. Suppose you regularly search for people with HTML5 and CSS skills—just apply the relevant filters, then click Save at the top of the Filters window. Be sure to give the filter a meaningful name (such as"Team A"), then click Save Filter.

You’ll now see “Team A” listed under Saved Filters on the left of the Filters window. 

Editing filters

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

To edit a filter, select the filter you want to edit, make any changes and then click Save. You’ll see an Unsaved changes message if you’ve made any changes which haven’t yet been saved.

Guru tip

Saved filters are personal to you. In other words, when you save a filter, it won’t be visible to other people in your account. This way, everyone can set up personalized filters without affecting other people. But it’s easy to share filters with other people if you want to. Just apply any filters you choose, then 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!

Clearing filters

It’s quick and easy to see when filters have been applied - a Filters applied label will appear in the Search or filter field. You can remove filters by clicking the cross on that label.

Alternatively, click on the Filters applied label and then click Clear on specific filters, or Clear all to clear all the filters.

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