Filter function in Planning console

[RyoyaFukuda]

Is there a filter function in Planning console? What I'm envisioning is something like a project workspace. The project workspace has a filter function, which is useful, but I would like to know if the Planning console does not have one as well.
If so, how do I activate it?

[Namita Mishra]

Hi @RyoyaFukuda ,

You can click on ellipses (three dots) on the column header in the planning console to get the filter option.

Please refer the below screenshot

and once the filter is applied, You will get a filter icon next to the column heading; refer below screenshot - the filter icon with Priority column.......

This reminds the user that the data displayed on the screen is filtered data and not the complete record set.

Hope this helps. If it does, please mark it as correct answer and help the community.

 

Have a Great Day!!

Namita Mishra

[RyoyaFukuda]

@Namita Mishra 

Thank you so much.

Is it possible to display custom fields in the planning console on this project workspace?

I tried to display them as per the following URL, but it doesn't work...
https://docs.servicenow.com/bundle/washingtondc-it-business-management/page/product/project-manageme...

[Namita Mishra · Accepted solution]

Hi @RyoyaFukuda ,

Please check if this KB article helps:

https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0714565

If this helps, let me know and please mark this as correct answer.

Thank You!

Namita Mishra