To help your team narrow searches by project attributes — like market sector, location, or building material — create project filters. Filters appear on the left panel of the Details and Projects pages.
Prerequisite: You need the Admin role with Create Project Filters permission. Filters are workspace-specific — they apply only to the workspace you're currently in.
Create a Project Filter
Go to Settings by clicking the gear icon next to your initials
The gear icon dropdown next to your initials. Click it to open the Settings page.
Click Project Filters under Workspace Settings
The Workspace Settings sidebar with Project Filters highlighted. Click it to view and manage project filters for this workspace.
Click + New Filter
The Project Filters page with the + New Filter button in the top right. Click it to create a new filter.
Enter the Filter Name and select the Content Type
The new filter dialog with the Filter Name field and Content Type dropdown. Choose from:
Fill in the Blank — free text field (good for: client name, project location, project manager)
Single Value from Dropdown — users pick one option (good for: code cycle, primary lateral system)
Multiple Values from Dropdown — users pick multiple options (good for: market sector, building material, exterior finish)
Click Save
The new filter appears on the Projects and Details pages:
The Projects page showing the new filter in the left panel. Team members can now use it to narrow their searches by this attribute.
Apply Filters via In-Line Editing (Bulk)
To apply filter values to multiple projects at once without editing each individually:
Go to the Projects page
The Projects page in the top navigation. Click it to view all projects.
Click Columns on the right side
The Columns button on the right side of the Projects page. Click it to control which filter columns are visible in the table view.
Click Show All to display all filter columns
The column visibility panel with the Show All option. Click it to display all available filter columns in the project table.
Click into any cell to enter a value — it saves automatically when you click away
The project table with editable filter columns. Click any dash (-) to enter a value for that project. Values save automatically when you click out of the cell.
Include or Exclude Filters During Search
On the Details page, use the filter panel to include or exclude specific values:
To include: Check the filter value you want in the left panel
The filter panel on the Details page showing available project filters. Check the values you want to narrow results to projects matching those criteria.
Search results filtered by the selected project filter values. Only details from matching projects are shown.
To exclude: Right-click on a filter value to exclude it from results
The right-click context menu on a filter value showing the exclude option. Right-click any value to remove matching projects from results.
Apply Filters to Individual Projects
To apply filter values one project at a time:
Go to the Projects page and click into a project
The Projects page. Click into any project to view its details and filters.
Click Edit at the top right
The project detail page with the Edit button in the top right. Click it to enter edit mode for this project's filter values.
Fill in the filter values and click Save
The project edit view showing filter fields (Market Sector, Location, Client, etc.) with values entered. Fill in the applicable values and click Save.
What Happens Next
After creating filters and applying values, your team can immediately use them on the Details and Projects pages to narrow searches. The more projects that have filter values filled in, the more useful the filters become.
Frequently Asked Questions
Q: Can members see filters I create?
A: Yes. Filters are visible to everyone in the workspace. Members can use them to narrow searches. Only admins can create, edit, or delete filter definitions.
Q: Do filters apply across workspaces?
A: No. Each workspace has its own set of project filters. Users in other workspaces cannot see or use filters from a different workspace.
Q: What's the fastest way to apply filters to many projects?
A: Use the in-line editing method on the Projects page (Columns → Show All → click cells to enter values). You can also use the Management tab's Import / Export feature to bulk-edit project metadata via Excel.
Q: Can I change the filter type after creating it?
A: Yes. Go to Settings → Project Filters, click the filter, and change its Content Type. Existing values may need to be re-entered if you change from dropdown to fill-in-the-blank or vice versa.