Planner: Filter out projects with PLN = 0 | Community
Skip to main content
Lyndsy-Denk
Community Advisor
Community Advisor
September 19, 2023
New

Planner: Filter out projects with PLN = 0

  • September 19, 2023
  • 3 replies
  • 558 views

Description - Monthly we run capacity reports based on Planner in attempt to determine if we have enough in-house capacity for Creative job roles. No matter how we filter, we still see projects listed even if a job role isn't associated with the project.

Why is this feature important to you - Without the ability to filter out these projects that aren't relevant to the job role, we run into the row limit outrageously fast. Ultimately we're stuck with exporting over a dozen permutations of our filters each time we want to run our capacity planning protocol. I confirmed with Support that there is no good filter to ignore rows of 0s.

How would you like the feature to work - Offer a toggle switch to include/exclude rows of 0 data.

Current Behaviour - After exporting data to Excel, we have to manually exclude rows of 0 planned hours.

3 replies

RandyRoberts
Community Advisor
Community Advisor
September 20, 2023

This is one of the reasons we don't use planner.

Lyndsy-Denk
Community Advisor
Community Advisor
September 20, 2023

@randyroberts I feel like we're close to bailing on Planner and building something with custom forms.

MCriscella23
Level 2
September 21, 2023

This has always been a pet peeve of mine with planner (for years!). I used to pull reports, export to excel and then manually remove the 0 PLN projects. Very frustrating to have to do this instead of being able to actually filter these out.