---
title: Setting up filters
slug: setting-up-filters
createdAt: 2025-06-11T14:00:43.384Z
---

In planeus, you havefiltering tools to control what you see in the Gantt charts for both Manufacturing Planning and the Timeline View.

# Time period filter

- The Gantt chart will only show the data for the **time period** you’ve selected.
- You can set your own custom time range to focus on a specific period.

::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/D94H8VNAWRX2jYlVChPUT_image.png" size="80" width="764" height="376" position="flex-start" darkWidth="764" darkHeight="376" showCaption="false"}

# Standard time period

- The **standard time period** for Timeline and Manufacturing Planning can be configured under: **Administration > Settings**

![](https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/vCwxc45cgUEADMswkG_hn_image.png)

## Reset time period

- Click **Reset time period** to return to your default settings.

## How time period works

If a Project falls **anywhere within your selected time period**, planeus will show all its relevant Planning Objects (like Orders, Work Steps, etc.).

However:

- You’ll only see Planning Objects that overlap with your chosen time period.
- Anything outside the time range stays **hidden **unless you expand your view to include more dates. 

# Filtering in Gantt chart

Filters let you focus on exactly what you need to see.

## How to Use Filters

- Click the **Filter icon** to open the filter panel.
- If a filter is already active, the icon will turn **blue.**

![](https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/t15lnC7cNoI8aiyrUGGah_image.png)

:::hint{type="info"}
Filters will always apply to:

- **Timeline View**
- **Order Gantt chart** in Manufacturing Planning
:::

## Saving Filters


Click **Save Filter** to store your custom filter.

- Saved filters appear in a drop-down menu for easy reuse.

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:::hint{type="info"}
Filters are **user-specific**, so only you can see your saved filters.
:::

# Smart Filter in Manufacturing Plan

planeus has a smart tool called the** Smart Filter** to help you quickly find related work.

![](https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/tm0Jo-nedicDRFkTTDjOt_image.png)

## What does the Smart Filter do?

- When active, it filters:
  - All **Projects/Orders** with the **same Work Steps** as the one you’ve selected.
  - All related **Resource Groups**.

## Special Rules for Assemblies

- **Filtering by a main article** → Shows all sub-articles in its assembly.
- **Filtering by a sub-article** → Only shows that specific sub-article.

## Removing theSmart Filter

- Click the **X icon** to clear the filter.

::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/K0A7LP8Pi6qDfFX4ezgGb_image.png" size="68" width="870" height="285" position="flex-start" darkWidth="870" darkHeight="285" showCaption="false"}

# Customizing Your Views

planeus lets you tailor your Gantt views to suit your needs:

## Adjusting Columns

::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/7mLJ5-LnWYc3AF_r3tEf8_image.png" size="36" width="362" height="571" position="flex-start" darkWidth="362" darkHeight="571" showCaption="false"}

- Click the **gear icon** on the left side of the Gantt.
- Choose which **columns to display** on the Y-axis.

:::hint{type="info"}
These settings are saved per user—your view will stay just the way you like it.
:::

## Resizing the Left Panel

- Drag the dividing line to make the left column **wider or narrower.**
- Hover over the line until **a resize symbol** appears.
- Hold the right mouse button and drag left or right.

![](https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/vJNfhCzFV4vLNQwmg7LZc_image.png)

## Sorting the Y-Axis

- Click a **column header** to sort your rows in the Gantt chart.

::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/LpZz6lH0paorr1muqWeo3_image.png" size="50" width="447" height="321" position="flex-start" darkWidth="447" darkHeight="321" showCaption="false"}

## Overdue Work Steps

::Image[]{src="https://api.archbee.com/api/optimize/M1QBpK9lJudQQL_d-GMK2/XuEqDRp_G1dn09ecRUZgG_image.png" size="64" width="670" height="528" position="flex-start" showCaption="false"}

- planeus can highlight **overdue Work Steps** in orange in the Gantt chart.
- You can choose to **show or hide** this orange marker.
- Turning off this feature can help improve performance if you have **many overdue Work Steps.**