Filtering the schedule in Forecast is one of the best ways to focus when planning your team’s time. You’re most often scheduling—or looking at the schedule of—a single person or project, and all other visible rows can become quite distracting.
Today, we’re excited to announce a big release that expands the current filtering in Forecast and includes several new features to help you work smarter. Watch the video below to get a better understanding of the new filter, and read on for more details.
Tagging people in Forecast has always been powerful: filtering the Team View down to a specific skill, team, department, or even location allows you to find just the person you want to see. So we’re bringing tagging to your projects, offering that same flexibility in the Projects View.
Now you can filter your projects by the project tags you create: project owner, sales funnel, budget, phase, department, or whatever makes sense for your needs. And unlike color labels, you can have multiple tags on a single project! Project tags open the door to an all new way of managing your projects in Forecast.
Instead of just selecting a color label or tag from a list, you can now filter the schedule just by typing and the schedule will filter in real-time as you type. But we’ve also expanded what you can search for, which offers all new options to filter your schedule.
- Projects View: You can now search by client name, project name, project code, color label, or project tag.
- Team View: You can now search by person name, email, or team tag.
Want to see all projects for a single client? Just type in the name of that client on the Projects View. Looking for a specific designer? Type in their name and see just that person. It’s that simple.
In the past you could only filter Forecast by a single color or tag at a time. Now you can filter by multiple options to find just what you’re looking for.
- Simply use a space when you need to further filter down your results. For example: want to see just designers in the Spanish office? Just type
designer Spain to find everyone on the team that has both of those team tags.
- If you’d like your schedule to include all results across multiple options, use the word “or” in your search. For example: if you want to see all your designers and all your developers at the same time, just type
designer or developer. Want to see all orange and all blue projects? Type
orange or blue.
These options work for anything you can search for on the schedule, as listed above.
At Harvest we continuously strive to help your team work smarter. With the added ability to tag your projects and the update to Forecast’s filtering options, you now have greater flexibility to help you focus on scheduling.
If you aren’t using tags and filters yet, now’s the best time to start! If you have any questions, please don’t hesitate to reach out to the team at firstname.lastname@example.org.