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Help › Filters - showing only what you need

Niras · Clarity Resource · version 2.3.0

Filters - showing only what you need

In short Narrow the plan to today, a week, one person, one site, or the people actually on site.

Anyone - including people who only hold a link and never sign in.

What this is

The filters live on two of the ribbon's tabs. Dates has the On site views, which narrow the dates *and* hide anyone not working in that window, and How long, which chooses how much of the calendar to show. Show narrows the people: Active only, one person or one site.

Each filter changes only itself. Turning Active only on will not throw away From today or a person you picked.

Whenever a filter is on, a dot appears on the Show tab, and a blue bar under the key says exactly what you are looking at and how many people are hidden, with a link to clear everything.

What it looks like

The Show tab: Active only, one person or one site, and Clear filters.
The Show tab: Active only, one person or one site, and Clear filters.
The blue bar says what is filtered and how many people are hidden.
The blue bar says what is filtered and how many people are hidden.

Start to finish

  1. Dates: pick the period, or one of the on-site views.
  2. Show: narrow further by person or site if you want.
  3. Clear filters (on Show, or the link in the blue bar) when you are done.

How to

  • Today / This week / Next week (on Dates) show just that period and only the people on site in it. Weeks run Monday to Sunday. Earlier and Later then step a day or a week at a time, and Now brings you back.
  • 1, 3, 6 or 12 months (on Dates) set how much of the calendar to show.
  • From today (on Dates) starts the plan at today instead of the first of the month, and works with any of the month lengths - 1 month from today is a true month ahead.
  • Active only (on Show) hides anyone with no days on a project from today onwards. People stay on a project's list long after their last shift, so this is the quickest way to see just the current crew.
  • Person (on Show) picks one person and shows them on every site they are on. Site picks one site.
  • Clear filters: on Show, or the link at the end of the blue bar.

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