Filtering in your dayplanning

In the dayplanning module you schedule your daily jobs in five resource displays: employee, project, equipment, executionphase and planning resource. In every display you can use advanced filters to limit which resources you get to see.

Combine that with different tabs and you have your own ready-made planning display per tab.

Example: you want a tab with only the employees from the planning group 'Customers'. In the 'employee' display you then set a filter on planning group. Only those employees still appear in that tab.

Setting up a filter

1. Choose the resource display in which you want to filter at the top.
2. In the left-hand column, next to the title of that display, click the action button Filter.
3. Set up your advanced filters and save.

How the filter is saved

Robaws saves the filter per tab and per resource display. So you set it up once and it then stays in place.

That also means:

• A filter that you set in the 'employee' display has no effect on the 'project' or 'equipment' display. If you want to limit several displays, then you set up a filter per display.
• A filter in one tab changes nothing in another tab. This way you can work side by side with, for example, a tab per team or per region.

Updated on: 04/09/2026