In some cases, you’ll want to view only specific sets of data in BigTime Resource Management rather than all of your data at once. Each Resource Management view includes filters allowing you to narrow down datasets to get more specific insights. This article walks you through using filters in BigTime Resource Management.
Table Of Contents
Configuring Filtering
Adding Filter
Saving Filter
Removing A Filter
Quick Search
Groups Of Filters Available In BigTime Resource Management
Filtering By People
Filtering By Projects
Filtering By Demand
Filtering By Assignment
Groups Of Filters Availability Across The System
Filtering By List And By Value
Filtering By List
Filtering By Values
Practical Examples Of How Filters Work
Example 1: Filtering People by Their Assigned Project Managers
Example 2: Searching for People by Their Fulfillment Level
Special Filtering Options
Skills Match and Seniority Match
Custom Attributes Filtering
“Contains” Versus “Equals” and “Includes”: Explaining the Difference
Filter Rules Glossary
Configuring Filtering
Adding Filter
Click the "Add Filter" button to open the list of available filters and search for the one you need.
Saving Filter
You can save your Filter Set as a “favorite” and use it anytime. Click the STAR button at the top right corner to save the filtered data set. Once you have saved at least one filter, a "Saved filters" button will appear next to the "Add Filter" button. Clicking on it will show a list of all the saved filters. You can also share filters with coworkers by clicking the "Share" button in the top right corner, which copies the filter URL.
Removing A Filter
The configured filter can be removed by using the "Clear" button
Quick Search
This search function lets you quickly look for a particular attribute you want to filter. For example, if you're searching for employees with a Default Role of "Project Manager," start typing "proj..." in the search bar, and it will display a list of available filters for that value. Click on the relevant result, and the view will be filtered accordingly.
Groups Of Filters Available In BigTime Resource Management
There are four groups of filters available in BigTime Resource Management:
Filtering By People
- Availability [In Time Frame]
- Certificate
- Cost Center 1/2/3
- Default Role
- Department
- Education
- Has Pending Time Off
- Inactive
- Person Skill
- Seniority
- Staff Member
- Status
- Utilization
- Title
- Time Off Managers
Filtering By Projects
- Billing Model
- Client Name
- Current Status
- Cost Center 1/2/3
- Due Date
- ID
- Project Manager
- Project Manager (Read-Only)
- Project Name
- Start Date
- Status
- Type
- Visibility Filter
Filtering By Demand
- Start Date
- Due Date
- Department
- Certificates
- Cost Centers 1,2,3
- Default Role
- Seniority
- Person Skill
- Fulfillment
- Skills Match
- Seniority Match
- Task Name
- Custom Attributes
Filtering By Assignment
- Client Name
- Project Name
- Project Status
- Project Role
- Label
- Start Date
- Due Date
- Off-Hours Work
- Non-Billable
- Reduce Billable Capacity
- Assign Leftover Billable Capacity
- Bill Rate
Groups Of Filters Availability Across The System
In the table below, you’ll find all the places where particular groups of filters are available.
| Filtering By People | Filtering By Projects | Filtering By Demand | Filtering By Assignment |
| Team Members Tab | Projects Tab | Demand Calendar | Bulk Edit |
| Search For Team Members In the Projects Tab | Project Calendar | Demand section in Team Tab (Project Profile) |
Scheduled Vs. Actual Report In The Project Profile |
| Calendar Team Members | Demand Calendar | Demand Board | Team Members Calendar In The Project Profile |
| Utilization Report | Utilization Report | Calendar – Team Members |
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| Availability Report | Availability Report | Calendar – Projects | |
| Time Off Tab | Project Finances Report | Reports – Utilization |
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| Team Members Calendar In Project Profile | Project Performance Report | Reports – Scheduled vs. Actuals |
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| Bulk Edit | Scheduled Vs. Actual Report | Reports – Projects Finances |
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| Scheduled Vs. Actual Report | Reports – Projects Performance | ||
| Scheduled Vs. Actual Report In The Project Profile |
Filtering By List And By Value
Filtering by list and filtering by values are two distinct methods for refining data sets based on different criteria.
Filtering By List
Filtering by list allows you to narrow down a list of results, such as filtering members of a specific team. This approach is particularly useful when viewing or analyzing a specific subset of data from a larger group. By selecting a specific list, you immediately reduce the overall data only to include the items that match the criteria of that list. For instance, if you're working with a database of team members, you can apply a list filter to focus solely on the members of a particular team, excluding all others.
| Filtering By People List | Filtering By Projects List | Filtering By Demand List | Filtering By Assignment List (With Assignment In) |
| Team Members List | Projects List | Calendar → Demand | Projects Profile → Team Calendar |
| Search for Team Members | Calendar → Projects | Demand section in Team Tab (Project Profile) |
Projects Profile → Scheduled vs. Actual |
| Projects Profile → Team Calendar | Calendar → Demand | Demand Board | Projects Profile → Bulk Edit |
| Projects Profile → Scheduled vs. Actual | Reports → Scheduled vs. Actual | Demand Coverage Report | Calendar → Team Members |
| Projects Profile → Bulk Edit | Reports → Projects Finances | Calendar → Projects | |
| Calendar → Team Members | Reports → Projects Performance | Reports → Scheduled vs. Actuals | |
| Time Off Tab | |||
| Reports → Utilization | |||
| Reports → Scheduled vs. Actuals | |||
| Reports → Availability |
Filtering By Values
Filtering by values, on the other hand, targets specific data points within a report. This method lets you filter the data based on particular metrics or indicators, such as in a UTILIZATION REPORT, where you might need to focus on specific project-related statistics. Unlike list filtering, filtering by values retains the original list of people or items. Still, it reduces the scope of the data by only including the metrics relevant to the selected filter. For example, suppose you want to analyze performance indicators for a specific project. In that case, the list of people remains unchanged, but the data displayed is filtered to show only the values pertinent to that project, offering a more focused analysis without altering the overall structure of the dataset.
Go to the Groups Of Filters Availability Across The System to find out where you can use filtering by value.
| Filtering By Projects Value | Filtering By Assignment Value (With Assignment In) |
| Reports → Utilization | Reports → Utilization |
| Reports → Availability | Reports → Availability |
| Reports → Projects Finances | |
| Reports → Projects Performance |
Practical Examples Of How Filters Work
Example 1: Filtering People by Assigned Project Managers
When you open the details for a specific filter on the Demand, People, or Project calendars, you’ll see the options to select particular types or “equations” to apply to your filter. It is best to explain how these filter equations work with an example. Let’s say we are looking for staffers in the People Calendar based on the Project Managers assigned to them:
| In this case, the meaning of the following filter equations will be as follows | |
| is empty | searches for people who have no project manager assigned to them |
| is not empty | searches for people who have been assigned any project manager |
| equals | searches for people who have been assigned a project manager you listed below |
| not equals | searches for people who have different project managers than those you listed below |
| includes any of | finds people for whom one of the following people is their manager. Allows the user to search for all employees/projects who have any of the "phrases" selected for filtering; you can choose many |
| includes all of | allows the user to search for all employees who have all the "phrases" selected for filtering; you can choose more than one |
| not include any of | searches for people who do not have at least one of the project managers listed below assigned to them |
| not include all of | searches for people who have not been assigned any of the project managers listed below |
Example 2: Filtering People by Fulfillment Level
Searching for people using numerical parameters is different. In the second example below, we want to filter people by their fulfillment level:
| The meaning of the following filters will be as follows | |
| equals | searches for people whose fulfillment will contain exactly the amount entered below |
| not equals | searches for people whose fulfillment will not contain as much as entered below |
| less | shows all people who have less fulfillment than the one entered below |
| less or equal | shows all people whose fulfillment level is less than or equal to the number entered below |
| greater | shows all people who have a greater fulfillment level than the one entered below |
| greater or equal | shows all people who have a fulfillment level greater than or equal to the number entered below |
| between | shows all people whose fulfillment level falls within the range indicated below |
Special Filtering Options
Skills Match and Seniority Match
These are boolean filters:
- Skills Match = True: Assigned staff meet or exceed skill requirements.
- Skills Match = False: Assigned staff do not meet skill requirements.
- Seniority Match = True: Assigned staff meet or exceed seniority requirements.
- Seniority Match = False: Assigned staff do not meet seniority requirements.
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Tip: These filters are crucial when assigning staff to fulfill project demands. They help resource managers:
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Custom Attributes Filtering
Supports the following field types:
- Text: Equals, Contains, Starts with, Not contains, etc.
- Number (Integer/Decimal): Equals, Greater, Less, Between, etc.
- Date/Time: After, Before, Between, Equals
- Boolean: Equals True/False
- URL/Manager fields: Full set of logical operators and label matching.
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Tip: Custom attributes allow organizations to tailor filtering to their own processes. Examples include:
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“Contains” Versus “Equals” and “Includes”: Explaining the Difference
Equals - something must be equal, e.g., Jane is not equal to Janett
Contains - allows the user to search for all employees/projects with a specific "phrase" to filter; you can only choose one that isn’t equal. To explain it with an example: Jane is included in Janet
Includes - applies to boards, i.e., Jane is contained in the board [Jane, Janet]
Filter Rules Glossary
After - Shows results after a specific date or time.
After or equal - Shows results on or after a specific date or time.
Any of labels - Shows results that match any one of several given labels.
Before - Shows results before a specific date or time.
Before or equal - Shows results on or before a specific date or time.
Between - Shows results between two values (e.g., numbers or dates).
Between (date pickers) - Shows results between two dates chosen using date pickers.
Contains - Shows results that have a specific word or phrase.
Contains one of - Shows results that have any one of several specific words or phrases.
Equals - Shows results that exactly match a specific value.
Greater - Shows results that are greater than a specific value.
Greater or equal - Shows results that are greater than or equal to a specific value.
Includes all of - Shows results that include all specified items.
Includes any of - Shows results that include any one of the specified items.
Is empty - Shows results where the field has no value.
Is not any of - Shows results that do not match any of the specified values.
Is not empty - Shows results where the field has some value.
Is not one of - Shows results that do not match a specific value.
Is one of - Shows results that match any one of the specified values.
Less - Shows results that are less than a specific value.
Less or equal - Shows results that are less than or equal to a specific value.
Not contain - Shows results that do not have a specific word or phrase.
Not equals - Shows results that do not exactly match a specific value.
Not includes any of - Shows results that do not include any of the specified items.
Not start with - Shows results that do not begin with a specific word or phrase.
Starts with - Shows results that begin with a specific word or phrase.