Saved Layouts, Filters, and Grouping
Filter
- Critical only in the toolbar shows just the critical path.
- Search activities… filters by name as you type.
- Display ▾ → Max total float shows only activities with float at or below a number, for example 10 for near-critical work.
- Display ▾ → Long-lead only shows procurement items.
When an advanced filter is on, a Clear advanced filters button appears in the toolbar.
Group and display
From Display ▾:
- Group: None, Critical, Constraint, Calendar, or WBS root. Click a group header to collapse it.
- Bar labels: none, name, WBS, or dates.
- Detail panel: none, Activity detail, or Histogram.
- Gantt + network: split screen with the logic diagram underneath, useful for reviewing logic.
- Zoom slider, along with Scale in the toolbar (Day, Week, Month, Quarter, Year).
Choose which grid columns show with the ▾ next to the Activity header, and click a header to sort.
Save a layout
Display ▾ → Save layout, then name it. A layout remembers zoom, scale, filters, search text, visible columns, sort, grouping, column widths, bar labels, and the detail panel.
Set Share as before saving:
- Private: only you
- Project: everyone on this project
- Org: everyone in your company
Pick a saved layout from Display ▾ → Layout. A layout named Default opens automatically. Saving with an existing name overwrites your own layout. Delete layout removes layouts you created.
Typical layouts: "Critical path" for the OAC meeting, "Near critical" with max float of 10, and "MEP" grouped by trade code.