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Use the search box and the Filters drawer to narrow the Planner timeline. This guide is for company users and MSP staff.

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Before you start

  • You need Planner read access. Your MSP controls which items company users can see.
  • Filters change only what you see. They never change an item’s status, priority, dates or costs, and they never reveal hidden work.

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Search the timeline

1

Open the timeline

Choose Planner Menu > Timeline View and check the company selector.
2

Type in the search box

Type part of a title or description. Results update as you type.
3

Check the year and Unscheduled

If you do not see the item, check the year and open Unscheduled for items with no due date.
Typing exactly high, medium or low filters by Business Value. It does not search titles for those words. Any other text searches titles and descriptions only, not notes or linked records. Clear the box to remove the search.

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Filter by status, type and value

1

Open Filters

Click the Filters button (sliders icon) in the toolbar.
2

Choose options

Tick options under Status, Type and Business Value. MSP staff also see Company visibility with Visible to company users and Hidden from company users.
3

Click Apply Filters

The drawer closes and the timeline shows the matching cards. Choices take effect as you tick them, so closing the drawer with the X keeps them.
Options inside one section are alternatives. For example, High and Medium show items with either value. Different sections narrow the results together.

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Show finished work or recurring costs

Open the Filters drawer and use the switches at the top.

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Filter by role

When your MSP has company roles set up, a Filter by Role menu appears in the toolbar.
1

Open Filter by Role

Click Filter by Role in the toolbar.
2

Pick people

Choose one or more people. Each choice is a person in a role.
The timeline then shows items for companies where a chosen person holds that role. It does not filter by the item’s assignee. Role filters combine with the search box, the drawer filters and your company selector.

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Reset the filters

Click Reset in the Filters drawer. Reset clears the search box, role choices, status, type, business value, company visibility and Hide Optional Standards. It also returns the timeline to the current year in Quarterly view. Reset keeps Show Completed & Cancelled, Project Recurring Costs, your view density and your company selection. Changing the company selector clears the status, type, business value and company visibility choices.

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Troubleshooting

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Frequently asked questions

Click the sliders button in the toolbar. The search box is in the same toolbar. Filter by Role appears when your MSP has role options.
No. They change which items you see. Changing an item needs the item editor and Write Planner.
No. Choices apply as you make them. Apply Filters and the X both just close the drawer.
No. It shows items for companies where that person holds the role.
Yes. Its items and count follow the current filters.
No. Filters do not override company access or an item’s visibility.
No. It only changes the displayed cost figures.