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How to filter search a Project based on the Area and on the Division?
How to filter search a Project based on the Area and on the Division?

FieldInsight Area and Division features

Paul Tyrrell avatar
Written by Paul Tyrrell
Updated over a week ago

When you have the FieldInsight Area and Division features enabled, and have an assigned Projects to an Area and a Division, you will then be able to filter your Projects based on the Area and or the Division you wish to see. However, prior to filtering, you have to,

  1. then, create your list of Areas and Divisions.

MUST KNOW ABOUT THE FIELDINSIGHT AREA AND DIVISION FEATURES BEFORE LOOKING AT HOW TO FILTER PROJECTS BASED ON AN AREA AND A DIVISION

FILTER PROJECTS THAT ARE ASSIGNED TO A SPECIFIC AREA AND A DIVISION

  1. Navigate to the Projects Menu at the left navigation panel and click on it

  2. From the Projects page view, set the Division and the Area filters to where you wanted to filter the Projects results.

  3. Click the search button

  4. Find all Projects that are assigned to these Area and Division that you have set the filter on.

You can change the filter if you need to see the projects on a different Area and / or Division

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