Now in Planifi every search/filter can be saved as a personal saved filter or a global filter so everyone can use it. Additionally each module's options can be saved as well. This allows you to save options like show the last 6 months of history on project or employee grid with show unposted time setting enabled.
Summary:
Planifi offers the functionality of saved filters and searches, providing users with a streamlined and personalized experience. Here's a step-by-step guide on how to use these features:
Saved Filters:
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Creating a New Saved Filter: To create a new saved filter, select the filter options in any filter options tab. For instance, you can choose which offices or regions you want to filter. After making your selection, click on 'add as a new saved filter'.
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Naming the Filter: You will be prompted to name your filter. The name can be anything that you will easily remember and associate with the filter settings.
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Setting Filter Scope: You can determine if the filter will be personal or global. Personal filters are only visible to you, while global filters are available to everyone in your company.
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Updating a Saved Filter: If you want to make changes to a saved filter later, simply make the desired changes to the filter settings and click on 'update'. This will save the changes to the existing filter.
Saved Searches:
Saved searches function similarly to saved filters and can be set up for projects or employees. For instance, you could have a saved search for a set of project managers within an office region. When applied, the saved search will filter the project or employee list based on the search parameters.
Saved Settings:
In addition to filters and searches, Planifi also allows you to save settings for different areas of the application: -
Plan Tab Settings: In the Plan tab, you can save settings such as always including unposted time or always displaying billing rates. Some of these settings may be locked through security.
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Projects Area Settings: In the Projects area, you can save different settings based on what you want to display in the project grid. This could include the number of weeks or months, whether to include history, and more.
Saved filters, searches, and settings in Planifi streamline your workflow by reducing repetitive tasks, allowing you to quickly access the projects or people you want based on previously saved parameters. If you encounter any issues or have questions, you can reach out to Planifi support for assistance.