Filters in the Resource Planner help you narrow down the displayed information based on specific criteria, such as bookings for a particular budget, person, or date range.
By default, only bookings that match the applied filters are shown. Bookings outside the filter criteria are hidden from view entirely. You can change this behavior using the Show only filtered bookings toggle.
Show Only Filtered Bookings Toggle
When this toggle is enabled (default), only bookings matching the active filters are visible. Everything else is hidden.
When disabled, bookings outside the filter criteria remain visible but appear transparent, giving you context about what else is happening on the timeline without losing focus on your filtered results.
How Filters Behave with the Toggle Disabled
The way filters interact with your view depends on which filter group you apply and which layout you're in.
Resource Planner > By Person
Filtering by the Person group: People not covered by the filter are removed from the list entirely.
Example: You filter by Person: Teams = Design Team. Developers won't appear, even if they have bookings during the same period.
Filtering by any other group: People remain visible, but bookings outside the filter appear transparent.
Example: You filter by Budget Owner = Me. Your team's bookings appear in full color, but transparent bookings from other budgets remain visible — showing that people are still working on other things.
Resource Planner > By Project
Filtering by the Project or Budget/Deal group: Projects not covered by the filter are removed from the list entirely.
Example: You filter by Project: Name = Website Redesign. The Mobile App project won't appear at all.
Filtering by any other group: Projects remain visible, but bookings outside the filter appear transparent.
Example: You filter by Person: Workplace = London. London-based bookings appear in full color, but transparent bookings reveal that other team members are also working on the same projects.
Resource Planner > By Budget/Deal
Filtering by the Budget/Deal or Project group: Budgets and deals not covered by the filter are removed from the list entirely.
Example: You filter by Budget/Deal: Name = Client X Retainer. Budgets for Client Y and Client Z are completely hidden.
Filtering by any other group: Budgets and deals remain visible, but bookings outside the filter appear transparent.
Example: You filter by Person: Workplace = Berlin. The Berlin team's bookings appear in full color, but transparent bookings show that colleagues in other offices are also scheduled on the same budgets.
Resource Planner > By Absence
Filtering by Absence Category Status, Absence Category, or Absence Type: Absence categories not covered by the filter are removed from the list entirely.
Example: You filter by Booking: Absence Type = Time off. Remote work entries won't appear at all.
Filtering by any other group: Absences remain visible, but those outside the filter appear transparent.
Example: You filter by Person: Workplace = Madrid. Madrid employees' absences appear in full color, but absences from other offices remain visible in transparent form, letting you see that those colleagues are also away.
