New Project View: Filters

This article will detail a general overview of the filters in Project View.

Filters

The number of displayed filters at the top panel is limited. IF more than 3 filters are selected by the User, the System will display the 3 most used filters at the top of the page and the rest in the side panel. Filter display is organized by count of entries in DESC order. 

Click the blue search tab and a Filters panel will open. You can select or de-select any filters you would like to be available for your search. Click "apply" when done.

Note: Project Custom Field and Company Description are Custom Fields.
Note: Projects List defaulted to Active and Pitch Projects for the Logged In User.

Once the Filters are applied to your desired results click "Save View" to save your options.

Project Filter Boolean Search

User can perform Boolean search in any filter. Click on (+) and select AND, OR , NOT operand.

The Project Search Omnibox searches with an OR operand between entries entered into the same omnibox and an AND operand between Omniboxes. To add additional criteria use the "+" icon and another text search box will appear. Any entries made in the second box will be searched with an AND operand between the entries made in the first box AND the second.

Example: Enter in "Retained", "Consulting", "Jess" in the first box and "Director", "Jake" and "Harry" in the second box. Doing this will result in the following query:

(Retained OR Consulting) AND (Director)

Manage Multiple Filter and Search Views

Saving multiple views will highlight the "Manage Views" options where you can choose between multiple options.

Managing your default views is User-specific and does not apply to the entire firm.

Each Filter selected has an expanded search criteria within. Click on each Filter to view a pop up window with the additional search criteria. Once search criteria have been set click "search."

Industry
You can filter by Industry Types.

Client Company
Filter by the companies of your clients.

Project Lead
Filter by Project Lead.

Settings
Filter by Confidential or Internal Settings.

Global Region
You can filter by the Global Regions inside of your projects.

Status
Filter by Status of projects (Active and Pitch by default).

Investor
Filter projects by Investors.

Users
You can Filter projects by your own firm users.

Region
Filter by the location Region of your project.

Specialty
Filter by Specialty of project.

Project Type
You can filter by the Project Types in order to target your search.

Tag
Filter by Project Tags. Search for Multiple Tags by using the AND/OR slider.

Seniority
You can filter by the level of Seniority of the candidate you are looking to place.

Date 
Filter by the Date of the project details or when changes were made.

Revenue
You can filter by the amount of Revenue of a project.

Stage
Filter by Stage of the project.

Employee Range
You can filter by the Employee Range that you set at the beginning of the project.

Compensation
Filter by Compensation rate of your project.

Project Fee
Filter by Project Fee.

Project Title
Filter by Project Title
(Filter does not show data in the search bar. This is a Keyword Filter)

Location
Filter by Location
(Filter does not show data in the search bar. This is a Keyword Filter)