Choosing a Filter

To edit a filter, just click on it. To add a new filter, click "Add a new filter".

Editing a Filter

Filter Name

This is the name used throughout ResourcePlanner to identify the filter, and it must be unique.

Apply this filter now

If you check this box, the filter will be applied to Resource and Task Views as soon as you save it.

Update

Pressing this button will write any changed details back to the database, and return you to the previous screen.

Cancel

Pressing this button will discard any changes, and return you to the previous screen.

Apply

Pressing this button will write any changed details back to the database, but leave you in the same screen.

Delete

Pressing this button will delete the details permanently. You will always be asked to confirm a delete (and there may be details in the confirmation dialog of other information which will be deleted at the same time). Once you answer OK to the confirmation dialog, the information will be gone for ever (but see Backup and Restore).

Resources

Below are listed all the resources and resource groups, with a tick box by each one. Check the Resources you wish to include in the filter. Checking a group will automatically include all the items in the group, even if they are not checked. This is particularly useful when you add a new resource to a group - if you have ticked the group, the new resource will automatically be included, even if you don't return to the filter screen to tick it.

Exclude the checked resources rather than including them

Checking this box reversed the meaning of the filter - instead of including all the checked resources, they will be excluded. This is useful if you specifically want to exclude a few resources (it saves lots of mouse clicks!), or if you want new resources to be included by default.

Tasks

Below are listed all the task and task groups, with a tick box by each one. Check the Tasks you wish to include in the filter. Checking a group will automatically include all the items in the group, even if they are not checked. This is particularly useful when you add a new task to a group - if you have ticked the group, the new task will automatically be included, even if you don't return to the filter screen to tick it.

Exclude the checked tasks rather than including them

Checking this box reversed the meaning of the filter - instead of including all the checked tasks, they will be excluded. This is useful if you specifically want to exclude a few tasks (it saves lots of mouse clicks!), or if you want new tasks to be included by default.