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
Start to finish
- Dates: pick the period, or one of the on-site views.
- Show: narrow further by person or site if you want.
- 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.