Within Teamwork, you can filter the projects that are shown in the Projects Chart view.
You can set a date range for which projects show on the chart using the dates picker in the top left.
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.
You can use this to filter your results down to the search term entered.
Filter the projects based on the tags associated with them, applying one or multiple tags.
Select the Match all tags option to only display projects that include all of the selected tags.
Filter the chart to only include projects associated with certain companies.
You can filter the projects in the chart to ones with specific project owners.
You can also filter to only projects with no project owner set.
- Include deleted users - show deleted users in the project owner dropdown.
You can choose to display projects based on the health of the project(s).
Filter the chart based on the categories the projects are members of.
Choose whether to include milestones associated with the selected projects in the chart.
Additional options to filter the portfolio include showing starred projects, hiding projects you are observing, or showing projects where you are a member.
These options will vary depending on your user permissions.
You can choose to save any filter you have created for use at a later time. This will then appear within the Saved Filters section of filter right pane.
You can also change quickly between saved filters by clicking on the filter name to the top of the page.
Note: Only users on paid subscriptions can save filters.
For more information, see: Filtering