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FAQ: How do I use filters?

Nate H
Updated

Table of Contents

Introduction

In some cases, you’ll want to view only specific sets of data in Primetric rather than all information at once.

Use filters to quickly find only the projects, people, or assignments you need — without scrolling through long lists.

This article explains how to configure filters, how filtering works in different views, and how to get the most accurate insights from your data. You’ll learn how to: add a filter • save it for reuse • remove filters • and combine filters for deeper insights.

Quick Start: How to Use Filters (1 min guide)

Want more details? See below for a full breakdown of each step.

Filtering Data in Primetric

You can use filters to focus on exactly what matters — projects, people, or assignments that meet specific criteria.

Step 1 – Add a Filter

Click Add Filter at the top of your view.
Start typing to find the field you want, like “Client” or “Department.”

Step 2 – Configure It

Choose how the filter should work — for example, Equals Active or Contains Engineering.

Step 3 – Save or Clear

Click Save to keep this setup for later, or Clear to show all data again.

Tip: You can combine filters — for example, show Active Projects with Utilization > 80%.

Configuring Filtering 

Step 1 Add a Filter

To add a new filter, click the Add Filter button at the top of your view.

Step 2 Configure 

You’ll see a list of available filters, along with a search bar to quickly find what you need.

Select a filter and choose how it should work — for example, Equals, Is empty, or Contains.

Once added, your filter will appear as a small tag below the search bar. You can click it at any time to modify or remove it.

Step 3 Save a Filter

Once your filter setup is complete, you can save it as a preset for future use.
Click the Save icon and enter a name for your configuration (up to 50 characters).
Saved filters appear under the Saved Filters button next to “Add Filter.”

You can have multiple saved filters — for instance, one for “Active Projects this Quarter” and another for “Developers with High Utilization.”
To reuse them later, simply click Saved Filters and select the configuration you want to load.

Step 4 Remove a Filter

Click Clear at the top to remove all filters and see all data again. The view refreshes instantly.

Quick Search

The Quick Search lets you locate a specific item or attribute without manually browsing all filters.

Start typing any part of a term — for example, “proj…” — and the system will automatically display matching filter options.
Select one of them to apply the filter immediately.

Quick Search is available in most Primetric views, including:

  • People List
  • Projects List
  • Calendars (People and Projects)
  • Time Offs
  • Reports such as Utilization, Availability, Timesheet, Profitability, and Project Finances

It’s not available in summary dashboards or certain vacancy reports.

Groups of Filters in Primetric

Primetric supports several groups of filters, each relevant to specific data types or reports.
You can combine filters from different groups for deeper analysis — for example, filtering people by department and project manager, or assignments by date and billing model.

Filtering by People

Use People filters to narrow your view to employees with specific skills, departments, or utilization levels.

Available filters include:

  • Availability (in time frame)
  • Certificate
  • Contract Type
  • Department
  • Education
  • Position
  • Seniority
  • Utilization (in time frame)
  • Has Pending Time Off
  • Assigned Managers / Finance Managers / Time-Off Managers
  • Person Skills
  • Team
  • Status or Inactive flags
  • Email
  • Archived
  • Hashtags
  • Name
  • Nationality
  • Nick
  • Note
  • Summary

These filters are commonly used in:

  • People List
  • Calendar (People)
  • Reports such as Utilization, Availability, Profitability, and Custom Reports
  • Dashboard
  • Time Offs
  • Reports: Unutilized Time Costs
  • Search for Team Members
  • Calendar (project Profile)
  • Timesheet (project profile)
  • Bulk Edit

Filtering by Projects

Project filters help you quickly find ongoing work for a client, by status, or billing model.

Common project filters include:

  • Client
  • Project Manager (and Read-Only variant)
  • Billing Model
  • Currency
  • Start and End Dates (with week, month, quarter, and year presets)
  • Status
  • Tentative and Tentative Factor
  • Description
  • Hashtags
  • Public (True/False)
  • Default Hour Rate
  • Default Hour Rate Source
  • Integration
  • Phases
  • Project Group
  • Title

These appear in:

  • Projects List
  • Calendar (Projects)
  • Reports: Project Finances, Project Progress, Profitability, Timesheet, Vacancies, Custom Reports, Timesheet reports (Project Profile)

Filtering by Assignments

Assignment filters are useful when analyzing resource allocations.

They include:

  • Project Title and Client
  • Project Billing Model and Group
  • Role and Phase Name
  • Labels and Notes
  • Start and End Dates (with full date range presets)
  • Assignment Non-Billable or Background Work (True/False)
  • Project Status
  • Project Tentative
  • Project Tentative Factory
  • Project Start Date + End Date
  • Project Hashtag
  • Person Name
  • Assignment hashtag
  • Utilization affects the billable capacity
  • Use billable capacity

Use them in:

  • Calendar (People or Projects)
  • Bulk Edit
  • Reports: Utilization, Availability, Project Finances, Project Progress, Timesheet, Custom report
  • Calendar (Project Profile)
  • Bulk Edit

Filtering by Vacancies

Filters specific to vacancies include:

  • Seniority
  • Position
  • Notes (Contains / Starts with / Equals, etc.)

Filtering by Overheads

For overhead categories, available filters include:

  • Category Title, Status, Group, and Description
  • Start and End Dates (with week/month/quarter/year ranges)
  • Department
  • Hashtags

Filter Availability Across the System

The table below shows which types of filters are available in each Primetric view.
For example, in the Utilization Report, you can filter People (List), Projects (Value), and Assignments (Value).

Place in Application Available Attributes
People List People (List)
Projects List Project (List)
Calendar (People) People (List), Assignment (List)
Calendar (Projects) Project (List), Assignment (List)
Reports → Utilization People (List), Project (Value), Assignment (Value)
Reports → Availability People (List), Project (Value), Assignment (Value)
Reports → Profitability People (List), Assignment (Value)
Reports → Project Finances Project (List), Assignment (Value)
Reports → Organization’s Overhead Overhead (List)
Reports → Vacancies Vacancies (List), Project (List)
Custom Reports People (List), Project (List), Assignment (List)
Bulk Edit People (List), Assignment (List)
Dashboard People (List)
Time Off Tab People (List)
Reports → Unutilized Time Costs People (List)
Reports → Timesheet People (List), Project (List), Assignment (List)
Reports → Finance Tenantive (List), Tentative Factory (List)
Reports → Projects Progress Project (List), Assignment (Value)
Timesheet Report (Staffer Profile) Project (List), Assignment (Value)
Search for Team Members People (List)
Calendar (Project Profile) People (List), Assignment (List)
Timesheet (Project Profile) Project (List), Assignment (List)

Filtering by List vs. by Value

Filtering can be applied in two ways — by list or by value, depending on the context. Filtering by list and filtering by values are two distinct methods for refining data sets based on different criteria.

Filtering by List

This narrows down the visible dataset, such as filtering members of a specific team. This approach is particularly useful when viewing or analyzing a specific subset of data from a larger group. By selecting a specific list, you immediately reduce the overall data only to include the items that match the criteria of that list. For instance, if you're working with a database of team members, you can apply a list filter to focus solely on the members of a particular team, excluding all others.

For example, filtering by “Developers Team” in the People List shows only people from that team.

The underlying data structure changes — you see fewer items overall.

Examples of list filtering:

  • People List → filter by Department
  • Projects List → filter by Client or Billing Model
  • Calendar → filter by Role, Project, or Assignment
  • Reports → filter by Project Group or Team

Filtering by Value

This keeps the dataset structure but limits which metrics are displayed. Filtering by values, on the other hand, targets specific data points within a report. This method lets you filter the data based on particular metrics or indicators, such as in a Utilization Report, where you might need to focus on specific project-related statistics. 

Unlike list filtering, filtering by values retains the original list of people or items. Still, it reduces the scope of the data by only including the metrics relevant to the selected filter. 

For example, suppose you want to analyze performance indicators for a specific project. In that case, the list of people remains unchanged, but the data displayed is filtered to show only the values pertinent to that project, offering a more focused analysis without altering the overall structure of the dataset.

Other example, filtering by “Utilization > 80%” in a report doesn’t hide people from the list — it simply adjusts the numbers shown.

Commonly used in:

  • Utilization, Availability, and Profitability Reports
  • Project Finances and Project Progress Reports

Summarizing

Filtering by list changes what you see (fewer rows).

Filtering by value changes the numbers, not the list.

Action Result
Filter by Department = Design Only designers appear
Filter by Utilization > 80% All people remain, but only those over 80% are highlighted

Practical Examples of Filtering

Example 1: Filtering Projects by Assigned Managers

Business Goal:

Identify which projects have or do not have a project manager assigned to ensure ownership, accountability, and proper follow-up.

This filter helps project directors or PMOs detect management gaps early and assign responsible owners before deadlines are at risk.

How it works:

When you filter projects by Project Manager, you can use different logical operators depending on your goal:

Operator What it does When to use it
Is empty Shows projects that don’t have any project manager assigned. Useful for finding unassigned or orphaned projects that need ownership.
Is not empty Shows projects that already have a project manager. Use this to validate coverage before a reporting cycle.
Equals Filters projects managed by a specific person. Ideal when reviewing portfolio ownership or PM workload.
Not equals Excludes projects managed by someone specific. Helpful when analyzing projects not belonging to a certain PM.
Includes any of Finds projects managed by any person from a selected group. Use it for team-level views — e.g., projects handled by all senior PMs.
Includes all of Finds projects co-managed by several listed people. Useful in co-leadership or dual PM setups.
Not include any of / all of Excludes projects with those PMs. Handy for auditing projects outside a specific management scope.

Example use case:

A PMO lead filters projects where Project Manager = empty to identify upcoming initiatives that still need assignment before the next planning sprint.

Example 2: Filtering Demand by Fulfillment Level

Business Goal:

Understand where your demand (planned work) is over- or under-fulfilled to balance workloads, detect staffing gaps, and optimize utilization.

How it works:

When filtering numerical parameters like Fulfillment Level, the rule you pick determines whether you see underutilized, overbooked, or balanced resources.

Operator What it does When to use it
Equals Displays people or demand items that exactly match a defined fulfillment percentage. For spot-checking specific thresholds (e.g., exactly 100%).
Not equals Excludes specific values. To remove outliers or irrelevant records from analysis.
Less / Less or equal Shows demand below the entered number. Identify underutilized staff (e.g., < 80% fulfillment).
Greater / Greater or equal Shows demand above the entered number. Detect overloaded resources (e.g., > 100% workload).
Between Displays only values within a specific range. Useful for balanced capacity ranges (e.g., 80–100%).

Example use case:

A resource manager filters the Demand Calendar to show people with Fulfillment < 60% and reallocates tasks to increase billable utilization.

Special Filtering Options

Skills Match and Seniority Match

These boolean filters help identify whether people meet defined project requirements:

  • Skills Match = True → staff meet or exceed skill requirements
  • Skills Match = False → staff don’t meet skill requirements
  • Seniority Match = True → staff meet or exceed seniority level
  • Seniority Match = False → staff don’t meet seniority level

Use these filters for quality control and to detect staffing gaps early in planning.

Custom Attributes Filtering

You can also filter based on organization-specific fields.

Supported field types:

  • Text: Equals, Contains, Starts with, Not contains
  • Number (Integer/Decimal): Equals, Greater, Less, Between
  • Date/Time: After, Before, Between, Equals
  • Boolean: Equals True/False
  • URL / Manager fields: Full logical operator set

Examples:

  • “Security Cleared = True”
  • “Daily Rate > 1000”
  • “Contract End Date between 01/01 and 03/31”

“Contains,” “Equals,” and “Includes” Explained

  • Equals – an exact match (e.g., Jane ≠ Janet)
  • Contains – searches within words or phrases (e.g., Jane is contained in Janet)
  • Includes – used for sets or lists (e.g., Jane is in [Jane, Janet])

Filter Rules Glossary

Below you’ll find a complete list of filter rules available in Primetric, along with what each of them does.
These rules may appear depending on the field type (text, number, date, or boolean).

Rule Description
After Shows results after a specific date or time.
After or equal Shows results on or after a specific date or time.
Any of labels Displays results that match any one of several given labels.
Before Shows results before a specific date or time.
Before or equal Shows results on or before a specific date or time.
Between Filters data between two numeric or date values.
Between (date pickers) Lets you pick a date range using date fields.
Contains Finds results containing a specific word or phrase.
Contains one of Finds results containing any one of several phrases.
Does not contain Excludes results containing a specific word or phrase.
Equals Shows results that exactly match the specified value.
Not equals Excludes results that exactly match the specified value.
Greater Displays results greater than the specified number.
Greater or equal Displays results greater than or equal to the specified number.
Less Displays results smaller than the specified number.
Less or equal Displays results smaller than or equal to the specified number.
Is empty Finds items where the field has no value.
Is not empty Finds items where the field has a value.
Is one of Filters items that match any one of several listed values.
Is not any of Filters items that don’t match any of the listed values.
Includes any of Finds items that include at least one of the selected labels or entities.
Includes all of Finds items that include all of the selected labels or entities.
Not includes any of Excludes items that include any of the selected labels or entities.
Not includes all of Excludes items that include all of the selected labels or entities.
Starts with Shows results that begin with a specific word or prefix.
Not starts with Excludes results that begin with a specific word or prefix.
Ends with Shows results that end with a specific word or suffix. (used rarely in text-based filters)
Not ends with Excludes results that end with a specific word or suffix.
Checked / Unchecked Used in checkbox filters (e.g., Public, Tentative); displays true or false states.
True / False Applies to boolean filters — displays records that are true or false.
Week-based ranges Allows quick date selections such as This week, Next week, or Last 4 weeks.
Month-based ranges Offers monthly options such as This month, Last 3 months, Month to Date (MTD), or Month to Go (MTG).
Quarter-based ranges Includes This quarter, Next 2 quarters, Quarter to Date (QTD), Quarter to Go (QTG).
Year-based ranges Covers This year, Next year, Year to Date (YTD), Year to Go (YTG).

Summary

Filtering in Primetric helps you analyze large datasets efficiently — whether you’re planning resources, reviewing project finances, or monitoring team utilization.

By combining filters, saved configurations, and Quick Search, you can create flexible, reusable views tailored to your daily workflows.

Troubleshooting

I can’t find my filter. What should I do?

Check that you’re in the right view (e.g., Projects List vs. Calendar). Not all filters appear everywhere.

Tips for Power Users

  • Combine people and project filters to see who’s available for active work.
  • Save filters you use weekly — they’re reusable across reports.
  • Remember: Not all filters appear in every view.




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