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.
Previously, all bookings that didn’t match the filters would still appear as transparent in the view to provide additional context. This behavior has now been updated.
Show Only Filtered Bookings Toggle
When this toggle is enabled, only bookings that match the applied filters will be shown. Others will be hidden from the screen completely.
This is now the default behavior. The Planner always behaves as if this toggle is enabled.
When the toggle is disabled, the filters work as follows:
In the Resource Planner > By Project
Filtering by the Project, Budget, and Deals Group: If you filter by the Project, Budget, or Deal group, those projects not covered by the filter will not be displayed.
Filtering by Other Groups: If you filter by any other group (e.g., Client Company), the bookings not covered by the filter will appear transparent.
In the Resource Planner > By Absence
Filtering by "Absence Category Status", "Absence Category", or "Absence Type": If you use these filters, those categories not covered by the filter will not be displayed.
Filtering by Other Groups: If you filter by any other group (e.g., bookings), the bookings not covered by the filter will appear transparent.
Resource Planner > By Person (Beta)
The “Show only filtered bookings” toggle has been removed from the By Person view. The behavior here is now always as if the toggle is turned on. Only bookings matching your filters are displayed.
In capacity indicators, you will see a list of all projects a person is booked on. If a project, deal, or budget is not included in your filters, a warning icon will appear next to it.
