Filter information in the Workload Balancer

As a resource manager, you can use the Workload Balancer to view and manage the workload of your users. For more general information about the Workload Balancer, see the following articles:

• Overview of the Workload Balancer
• Navigate the Workload Balancer

This article contains information about filters in the Workload Balancer. For information about filters in Workfront, see Filters overview in Adobe Workfront.

Access requirements

You must have the following:

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Overview of filters in the Workload Balancer

Consider the following when working with filters in the Workload Balancer:

• Depending on where you access the Workload Balancer from, Workfront might already be filtering the information for you. For information about pre-applied filters, see the section Pre-applied filters in the Workload Balancer in this article.

• You can create and apply a filter without saving it, or you can save a filter to reuse at a later time.

• When you apply a filter without saving it, you can revert to the original lists by refreshing your page.

• You can view filters you created or filters that other users created and shared with you.

• When you delete or edit a shared filter, the filter is also deleted or edited for everyone with whom it is shared.

• When you create filters in the Workload Balancer in one area, they are not available in other areas.

  For example, filters created in the Resourcing area are not available in the Workload Balancer of a project or a team.

  For information about where to locate the Workload Balancer, see Locate the Workload Balancer.

• You can view only the items that match the selected filters that also match the dates within the timeline displayed on the screen of the Workload Balancer.

Pre-applied filters in the Workload Balancer

The Workload Balancer displays information in two separate areas:

• The Unassigned Work area: work items that are not yet assigned to users.

• The Assigned Work area: work items that are assigned to users.

  For information about what displays in each of the areas, see Navigate the Workload Balancer.

The Workload Balancer displays users and their work items.
The work items assigned to the users only display when the dates of the items match the time frame displayed on the screen.

Depending on where you access the Workload Balancer from, the Unassigned and Assigned areas are already filtered by certain criteria, as described in the following table:

Create Workload Balancer filters

The process for creating filters for the Unassigned Work and Assigned Work areas in the Workload Balancer is identical, regardless of where you access the Workload Balancer from. For information about locating the Workload Balancer, see Locate the Workload Balancer.

You can create a filter from scratch or edit one of the predefined filters. For information about existing filters that you can edit, see the Edit an existing filter in the Workload Balancer section in this article.

1. Go to the Workload Balancer.

   For information about accessing the Workload Balancer, see Navigate the Workload Balancer.

2. Click the Filter icon in the upper-right corner of either the Unassigned Work or the Assigned Work areas.

   The filter builder box displays on the right. The name of the area you create the filter for displays in the header of the box.

   

3. (Optional and conditional) If you access the Workload Balancer in the Resourcing area, the predefined Default filter might already be applied to the Assigned Work area. You can edit and save a copy of the Default filter.

   TIP

   The Default filter displays users that belong to any of your teams and their work items. You can edit a copy of this filter.

   If you access the Workload Balancer from a project, the “This project’s work items” filter might already be applied. This displays only work items assigned to users in this project. You can duplicate and save a copy of this filter.

   By default, the Workload Balancer of a project displays all work items assigned to all users on the project.

4. Click New filter.

   

5. To create a filter, do the following:

   1. Select a field name in the first drop-down menu or click Browse fields to start typing the name of a field that does not display by default.

      IMPORTANT

      When referencing custom fields, you must type the field name and not the field label. The field label displays on a custom form attached to an object. For information about the difference between the label and the name of a custom field, see Create or edit a custom form.

   2. (Conditional) If you clicked Browse fields, type the name of a field in the Search field and select it when it displays in the list.

      

      TIP

      You can select a field from the following sections:

      • Recent selections: the fields you have recently filtered for.
      • Suggested fields: the fields most commonly used.

   3. Select a modifier from the second drop-down menu. For information about Workfront filter modifiers, see Filters and condition modifiers.

   4. Select or type a value for the field you are filtering for.

      NOTE

      When you want to display work objects from a specific portfolio, you can apply the following filter: “Portfolio name contains marketing.” This displays work items that belong to any portfolio that contains “marketing” in the name.

      

   5. (Optional) Click the Delete icon to remove a filter criteria.

6. (Optional) Click Add filter to add another filter criteria, then repeat the actions from step 4.

7. Click Apply to apply the results of the filter to the selected Workload Balancer area without saving it.

   The list of work items updates on the left.

   IMPORTANT

   Results display in the Workload Balancer when all the filter statements that you added are simultaneously true.

   The filter is preserved until you refresh the page.

   The Apply button is replaced with a Save as new button.

8. Click Save as new to save the filter for future use.

   

   TIP

   Clicking Cancel at any time, takes you back to the filter building area.

9. Select Untitled Filter and enter the name of the new filter instead.

10. Select an icon for the new filter from the Icon drop-down menu.

    

11. (Optional) Add a description for the filter to indicate what is unique about it. The description displays under the filter name in the list of filters.

12. Click Save.

    Saved filters display in the My filters area of the filter box.

    For information about applying saved filters, see the section Delete a saved filter in the Workload Balancer in this article.

13. (Conditional) Mouse over the Filter icon in the upper-right corner of the Unassigned Work or the Assigned Work areas to display a tooltip with the name or the number of filters that are currently applied.

    

Duplicate a filter

You can duplicate and edit a filter to create a new one.

1. Go to the Workload Balancer.

   For information about accessing the Workload Balancer, see Navigate the Workload Balancer.

2. Click the Filter icon in the upper-right corner of either the Unassigned Work or the Assigned Work areas.

   The filter builder box displays to the right. The name of the area you create the filter for displays in the header of the box.

3. Mouse over an existing filter, click the More menu , then click Duplicate.

   

   TIP

   While editing a filter, you may click the More menu in the lower-left corner of the Edit Filter box then click Duplicate.

4. Edit the following information for the duplicated filter:

   • Name

     By default, the new filter name is “(Original filter name) Copy.”

   • Icon

   • Description

   • Any of the fields, modifiers, or values.

5. (Optional) Click Add filter to add more statements to the duplicated filter.

6. Click Save to save the duplicated filter in the My filters area.

   The original filter remains unchanged and the duplicated filter is saved as a new filter.

Edit an existing filter in the Workload Balancer

You can edit a saved filter in the Workload Balancer.

1. Go to the Workload Balancer.

   For information about accessing the Workload Balancer, see Navigate the Workload Balancer.

2. Click the Filter icon in the upper-right corner of the Unassigned or Assigned Work areas.
   The filter builder displays on the right.

3. Mouse over the filter you want to edit, then click the Edit .

   

4. Do one of the following:

   • Modify any of the filter statements
   • Click Add filter to add new filter statements
   • Click the Delete icon to remove existing filter statements.

5. (Optional) Click Apply.

   The results update in the Workload Balancer on the left to illustrate the changes you made to the filter.

6. Click Save.

   The results update in the Workload Balancer on the left and the filter is updated with the new information you selected.

Delete a saved filter in the Workload Balancer

Consider the following before deleting a filter:

• You cannot recover deleted filters.
• You cannot delete predefined filters.
• You cannot delete an unsaved filter. They are removed automatically after logging out and logging back in to Workfront.
• When you delete a shared filter, it is also deleted for all users that it is shared with.
• After you delete all saved filters, the Workload Balancer displays according to the original defaults.

1. Go to the Workload Balancer

2. Click the Filter icon in the upper-right corner of the Unassigned Work or Assigned Work areas.
   The filter builder box displays on the right.

3. Mouse over a filter, then click the More menu , then click Delete.
   

   TIP

   While editing a filter, you may click the More menu in the lower-left corner of the Edit Filter box then click Delete.

4. (Optional) Click Cancel to avoid the deletion and return to the list of filters.

5. Click Delete to confirm the deletion.

   The filter is deleted for you and all users who had permissions to it.

Share a filter in the Workload Balancer

You can share a filter that you created or that was shared with you by other users.

Consider the following when sharing filters in the Workload Balancer:

• You can share filters with active users, teams, roles, and companies or you can make them visible for everyone in your Workfront instance.
• Filters you share in the Resourcing area are not visible in the Workload Balancer of a project or a team.
• Workload Balancer filters that you share with others are not visible in other areas of Workfront.

To share a filter:

1. Go to the Workload Balancer

2. Click the Filter icon in the upper-right corner of the Unassigned Work or Assigned Work areas.
   The filter builder box displays on the right.

3. Mouse over a filter, then click the More menu , then click Share.

   

   TIP

   While editing a filter, you may click the More menu in the lower-left corner of the Edit Filter box then click Share.

   The Filter sharing box displays.

4. Enable the View system-wide setting. This gives anyone in Workfront permission to view the filter.

   Or

   Start typing the names of users, teams, roles, groups, or companies that you want to share the filter with in the Give access to field.

   

5. (Optional) Click the right-pointing arrow next to the name of an entity to edit their permissions to the filter, then enable either the View or Manage option.

   

6. (Optional) Enable or disable the additional permissions for an entity by doing one of the following:

   1. Click View and disable the Share option. It is enabled by default.

   2. Click Manage and disable either the Share or the Delete option. They are enabled by default.

   TIP

   Users cannot receive a higher permission than their access level. If they don’t have access to Edit filters in their access level, they cannot receive permissions to manage a filter. Workfront disables the Manage option for these users and the option is dimmed.

7. Click Share. The filter is shared with the entities you specified.

   The filters you shared display in the Shared with me area of the filter box.

   

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