Filter profiles

In today's working world, efficiency is the be-all and end-all. Especially when managing projects and resources, it is essential to be able to access the required information quickly and precisely. This is where the filter profiles come into play. This powerful function allows users to save customised filter combinations and call them up with a single click. But what exactly are filter profiles and what advantages do they offer?

‎‎

What are filter profiles?

Filter profiles are preconfigured filter settings that can be saved in Vanillaplan to optimise the display of information. Instead of having to set the same filters again and again, users can save their favourite filter combinations once and access them at any time. This not only saves time, but also ensures that the right data is always available.

‎

What filters are available?

Vanillaplan offers a variety of filters that can be applied to different aspects of project and resource management. Frequently used filters include

Filtering projects or resources by numbers: This involves filtering by specific numbers or letters assigned to projects or resources.

Filtering departments by projects and resources: Allows you to view projects and resources assigned to specific departments.

Filter project managers by projects: A useful filter to display projects of a specific project manager.

Filter phase managers: Enables the identification of persons responsible for different phases of a project.

Filter by teams, human resources or events: This helps to highlight specific teams or human resources as well as relevant events.

And many more: The flexibility of the filters in Vanillaplan allows almost unlimited customisation to the needs of the user.

‎

Advantages of the filter profiles

The biggest advantage of the filter profiles is the time saved and the increased efficiency. With just one click, users can apply their predefined filters and immediately view the information they need. This is particularly useful in large organisations or complex projects where many different data points need to be managed.

‎