How to Filter and Save Agile Resource Views

Introduction

This guide explains how to use filters in Agile Resource Management. Filters help you display only the data you need, such as specific projects, teams, or skills. You can also save your filters and pin them for quick access.

Target Audience

User

Prerequisites

Access to Agile Resource Management
Some projects, teams, or skills already set up
Permission to use filters and save views

How to Use and Save Filters

Step 1: Open Agile Resource Management

Go to Global menu >> Agile Resources
You’ll see the full timeline with all visible projects and teams

Step 2: Open Filter Options

Click on the “Filters” button in the upper-right area
Then click “Add filter” to choose from available filtering options:
- Projects
- Teams
- Skills
- Date ranges

Once selected, define the criteria (e.g. team = “Backend”, skill = “UX”).

Step 3: Apply the Filter

Your timeline updates immediately to show only the filtered content
You can combine multiple filters (e.g. Project + Skill)

🛈 Tip: Filtered views help reduce noise when managing specific Agile deliveries or cross-project teams.

Step 4: Save and Tag the Filter

After applying filters, click Save filters
Name the filter and optionally check “Tagged in heading”
Saved filters appear as clickable tabs above the timeline

This allows quick switching between different planning views.

Step 5: Manage Filters

To update or remove a saved filter, click the gear icon next to it
You can edit its rules or delete it entirely

Conclusion

Filters in Agile Resource Management help you focus on exactly what matters—specific teams, projects, or skills. With saved and tagged filters, you can switch between views in just one click.