Within Teamwork, you can filter the projects that are shown in the Chart view.

Go to the Planning area of your site and select the Chart tab.

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You can set a date range for which projects show on the chart using the dates picker in the top left.

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Note: Only projects with start and end dates set will show on this chart regardless of filters applied.

To access further filtering options, click the Filters button to the top right of the page to open the filters pane.

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Keyword

You can use this to filter your results down to the search term entered.




Tags

Filter the projects based on the tags associated with them, applying one or multiple tags.

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Select the Match all tags option to only display projects that include all of the selected tags. 



Company

Filter the chart to only include projects associated with certain companies.

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Project Owner

You can filter the projects in the chart to ones with specific project owners.

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You can also filter to only projects with no project owner set.

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Additional options:

  • Include deleted users - show deleted users in the project owner dropdown.


Project Health

You can choose to display projects based on the health of the project(s).

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Category

Filter the chart based on the category each project is associated with.

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Milestones

Choose whether to include milestones associated with the selected projects in the chart.

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Options

Additional options to filter the portfolio include showing starred projects, hiding projects you are observing, or showing projects where you are a member.

Note: These options will vary depending on your user permissions.

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Saving filters

You can choose to save a filter you have created for use at a later time. Once saved, it will appear in the Saved Filters tab of the filters pane.

Clicking a saved filter will highlight it and apply it to the Chart view.

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When a filter is active, you can also change quickly between saved filters by clicking the filter name at the top of the page.

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Note: Saved filters are available on paid Teamwork subscriptions.

For more information, see: Filtering