Find and open an item
- Check the portal’s company selection.
- Enter part of the title in Filter… under Title. Wait briefly for the results.
- Narrow the other column filters if needed.
- Select the item’s title to open its details. See Read a Planner item for its fields, notes, relationships and files. Close the dialog when finished reading.
Combine column filters
Different column filters narrow results together. Company and Assignee can include multiple choices; Status, Value, Type and Source select one choice at a time. Company users do not receive the staff assignee choice list; available filters still cannot reveal work outside their access.
Standards identifies work linked to the MSP’s Standards catalog (formerly Tool Stack). PSA identifies work with a PSA-managed opportunity link. A manually linked opportunity does not, by itself, make the item PSA-managed. Check the item’s details before assuming changes will sync to another system.
Filters query matching work across the list, not just the 25 rows already visible. Choose Clear Filters to return column filters to their starting state. If you arrived through a link with initial Company or Source filters, those starting restrictions can be restored; set individual filters to All or open List View normally to remove them.
Use due-date filters
Choose a preset under Due Date. Not Set finds work without a due date.
Read pages and estimates
The list loads 25 items per page. Use Previous and Next below the table and check the page count. Filtering and sorting return to page 1. A sortable column heading changes the order of the matching list; the Source column is not sortable. Scroll the table horizontally when later columns, including Hours and Cost, are off screen. Hours are estimates. Cost can show separate One-time, Monthly and Annual amounts in the company’s currency; these are separate cadences, not one combined annual total or invoice amount. Checkbox selection covers loaded page rows. Moving to another page or changing filters/company scope clears selection. Selection alone does not edit the work; bulk changes are separate permission-dependent actions.Find archived work
Choose Archived above the table to switch to archived items only. Choose it again to return to non-archived work. The toggle changes which records you read; it does not archive or restore an item. Existing column filters still apply, and changing this view returns to page 1 and clears selection. An empty archived list can mean no accessible archived work matches your filters. It does not prove the item was deleted. Company visibility rules still apply.Export and troubleshoot
List View currently has no Export CSV button. To export Planner analysis data, open Planner Menu > Analytics and use its Export control after choosing its own filters. That export uses the Analytics dataset and selected cost type; it does not inherit this list’s filters. See Read and export Planner Analytics. If an item is missing, check company scope, column filters and Archived. If a loading error appears, treat the displayed result as incomplete and reload or contact the MSP. Ask whether the item was hidden from Company users before assuming it no longer exists.FAQs
Where can I find a Planner item without locating its timeline period?
Where can I find a Planner item without locating its timeline period?
Open Planner Menu > List View and filter the Title column.
Does List View search descriptions or notes?
Does List View search descriptions or notes?
No. Its Title filter searches title text. The timeline search also checks descriptions.
Does typing high filter High Business Value?
Does typing high filter High Business Value?
In List View, high searches title text. Select High under Value to filter Business Value.
Do filters search beyond the current page?
Do filters search beyond the current page?
Yes. Column filters query the matching list across pages. The page shows up to 25 results at a time.
Can I filter work assigned to a person?
Can I filter work assigned to a person?
Use Assignee in List View. Available staff names and Unassigned narrow item ownership; Company users do not receive the staff name options.
How is Assignee different from Filter by Role?
How is Assignee different from Filter by Role?
Assignee belongs to the Planner item. The timeline role filter matches people holding roles for a company.
Where are items without a due date?
Where are items without a due date?
Choose Not Set under Due Date in List View, or open Unscheduled in Timeline View.
Why does Past Due show completed work?
Why does Past Due show completed work?
It filters the date, not completion status. Add a Status filter to narrow the results.
Does Archived show both active and archived items?
Does Archived show both active and archived items?
No. The selected Archived view shows archived items only. Toggle it off for non-archived work.
Does clicking Archived archive my items?
Does clicking Archived archive my items?
No. It only switches the list view. Archiving and restoring are separate editing actions.
Does Select All include every page?
Does Select All include every page?
Selection applies to loaded page rows. Moving pages or changing filters/company scope clears selection.
Are the displayed costs annual totals?
Are the displayed costs annual totals?
No. One-time, Monthly and Annual amounts are shown separately in each company currency. They are planning estimates.
Where is Export CSV in Planner List View?
Where is Export CSV in Planner List View?
List View does not expose CSV export. Analytics has Export, with its own filters, selected currency and cost type; it is not a copy of the current list.