Overview of Table Filters on Task Worksheets

In the list view, you can more easily identify subsets of people whose allocation you want to change using filters. Filters don't work with the tree view because they can affect higher levels in the tree and thus break the tree.

The filters that you see when you click the Filter icon on the toolbar depends on the worksheet setup. For example, your worksheet might have filters for country and job.

Tip: You can use the Personalize Layout icon to have the table filters automatically open when you open the worksheet.

The summary table information dynamically changes to show the values for the filters you select. When you further filter the worksheet, such as by job, the summary information changes to reflect the filtered data. It continues to display the budget information associated with the managers that you selected in the team filter. The budget information changes when you use worker-level budgeting, but not manager-level budgeting.

You can also filter your worksheet using alerts with the Filter icon. Or you can hover over an alert icon and select Filter workers with this alert.

If you don't see any filters, contact your compensation administrator to have them enabled. If the existing filters aren't what you need, you can create your own filters using the columns available in the worksheet. You can create your own filters only if the plan setup includes advanced filters.