Insight Filters and How They Work

Quick Summary

The big change: Filters are now organized into three separate categories instead of one unified list. On certain reports, you may need to select the same filter in multiple categories to achieve the results you previously got with a single selection.

What this means for you:

• On utilization reports, if you want to filter both your team's capacity AND the project work shown, you now need to make selections in both the "People" and "Project Role" filter tabs
• Your existing saved views will continue to work - they're automatically converted
• You now have more flexibility to filter capacity and workload independently

Understanding the Three Filter Categories

Filters are now organized into three tabs:

People Filters

These filters control who appears in the report based on their employee profile:

• Roles - The employee's primary/home role (e.g., "Senior Developer")
• Departments - The employee's primary/home department (e.g., "Engineering")
• Locations - Where the employee is based
• Worker Type - Full-time, contractor, etc.
• People Tags - Tags assigned to employees

Think of it as: "Which employees do I want to see?"

Project Filters

These filters control which projects are included:

• Clients - Which clients' projects to show
• Offerings - Service offerings/engagement types
• Project Status - Pipeline, In Progress, Completed
• Financial Model - Time & Materials, Fixed Bid, Investment, etc
• Project Owners / Sales Owners - Who owns the project
• Stages - Pipeline stages (for Pipeline projects)
• Project Tags - Tags assigned to projects

Think of it as: "Which projects do I want to see?"

Project Role Filters

These filters control which project work/assignments are shown based on the roles on projects:

• Roles - The role on the project (may differ from the person's primary role)
• Departments - The department the project role belongs to
• Locations - Location associated with the project role
• Worker Type - Type of person assigned
• People Tags - Tags of the person assigned
• Staffing - Whether the role is assigned or unassigned
• Project Role Tags - Tags on the project role itself

Think of it as: "Which project work/hours do I want to see?"

The Key Behavior Change

Before: OR-Based Filtering

Previously, on reports that show both employee capacity and project workload (like Utilization Overview), selecting a filter like "Engineering" department used OR logic across employees and project roles:

• It showed employees where primary department = Engineering
• OR project roles where project role department = Engineering

This meant you'd see:

• An Engineering employee working on a Design role (matched on employee)
• AND a Designer working on an Engineering project role (matched on project role)

The filter cast a wide net, showing anything that matched on either side.

After: Independent Category Filtering

Now, each filter category operates independently:

• Selecting "Engineering" in the People tab filters only the employee/capacity side
• Selecting "Engineering" in the Project Role tab filters only the project work/workload side
• To get the same result as before, you need to select "Engineering" in both tabs

Or you can choose to filter just one side:

• Filter only People: See all hours worked by Engineering employees, regardless of what project role they're filling (e.g., an Engineer filling a Designer role still shows up)
• Filter only Project Role: See all hours on Engineering project roles, regardless of who is assigned (e.g., a Designer filling an Engineering role shows up)

This flexibility lets you answer different questions:

• "How is my Engineering team being utilized?" → Filter People by Engineering
• "How much work is being done on Engineering roles?" → Filter Project Role by Engineering
• "How is my Engineering team utilized on Engineering work specifically?" → Filter both

Reports with Changed Behavior

The following reports previously used automatic dual filtering and now require you to select filters in multiple tabs to achieve the same result:

Utilization Overview

What changed:

• Before: Selecting a department/role used OR logic - showed matching employees OR matching project roles (broad)
• Now: Each category filters independently - select in both tabs for the same broad result, or one tab for precise filtering

Example - Filtering by Engineering Department:

Utilization Breakdown

Same behavior change as Utilization Overview. When drilling down into utilization details:

• Before: Department/role filter used OR logic across employees and project roles
• Now: Independent filtering - select in both tabs for broad results, one tab for precise filtering

Department Utilization Forecast

Same behavior change as Utilization Overview. When viewing departmental forecasts:

• Before: Department filter used OR logic - showed employees in dept OR project roles in dept
• Now: Independent filtering - select in both tabs for the previous behavior

Hiring Forecast

What changed:

• Before: Drilling down by department/role/location used OR logic across employees and project roles
• Now: Filter categories operate independently - same drill-down behavior requires selecting in both tabs

How to Do Common Tasks

"I want to see Engineering department utilization (like I did before)"

Steps:

1. Open the filter panel
2. Go to the People tab and select "Engineering" under Departments
3. Go to the Project Role tab and select "Engineering" under Departments
4. Click Apply

This gives you the same result as the old single-selection behavior.

"I want to see my team's utilization on a specific client's projects"

Steps:

1. Open the filter panel
2. Go to the People tab and select your team's department or specific employees
3. Go to the Project tab and select the client
4. Click Apply

"I want to see all employees but only show their work on active projects"

Steps:

1. Open the filter panel
2. Leave the People tab unfiltered (or select "All")
3. Go to the Project tab and select "In Progress" (or "Awaiting Start" and "In Progress") under Project Status
4. Click Apply

"I want to see Senior Engineers' capacity but show all their project work (Jr + Sr roles)"

Steps:

1. Open the filter panel
2. Go to the People tab and select "Senior Engineer" under Roles
3. Leave the Project Role tab unfiltered
4. Click Apply

This gives you precise filtering - you see exactly Senior Engineers and all their work, without also seeing non-Senior Engineers who fill Senior Engineer project roles (which the old OR logic would have included).

"I want to filter by a people tag for both capacity and workload"

Steps:

1. Open the filter panel
2. Go to the People tab and select your tag under People Tags
3. Go to the Project Role tab and select the same tag under People Tags
4. Click Apply

New Capabilities

The filter split enables more precise filtering than the old OR-based approach. Previously, filtering by department/role would show both matching employees AND matching project roles. Now you can be more targeted:

Filter Employees Without "Contamination" from Project Role Matches

Scenario: You want to see ONLY your Engineering team's utilization, without also seeing Designers or PMs who happen to be filling Engineering project roles.

Before: Filtering by Engineering showed Engineering employees + anyone on Engineering roles (too broad).

Now: Select "Engineering" in People tab only. You see exactly the Engineering team and all their work.

Filter Project Roles Without "Contamination" from Employee Matches

Scenario: You want to see all work happening on Engineering project roles, regardless of whether Engineers or cross-functional team members are filling them - but you don't want to also see Engineering employees' work on non-Engineering roles.

Before: Filtering by Engineering showed Engineering project roles + all Engineering employees' work (too broad).

Now: Select "Engineering" in Project Role tab only. You see exactly the Engineering role workload.

Different Filters for Capacity vs Workload

Scenario: You want to see Senior Engineer capacity but include their work on both Senior AND Junior Engineer project roles.

Before: You could only filter by one value that applied to both sides via OR logic.

Now: Select "Senior Engineer" in People tab, select both "Senior Engineer" and "Junior Engineer" in Project Role tab.

Cleaner Cross-Functional Analysis

Scenario: You want to see how your Engineering team is being utilized across ALL types of project work, including when they fill Design, PM, or other roles.

Before: You'd see Engineering employees but also non-Engineers on Engineering roles mixed in.

Now: Select "Engineering" in People tab only. You see exactly your Engineering team's full workload across all role types.

Your Saved Views

Automatic Conversion

Your existing saved views will continue to work. The system automatically converts old saved views:

• Filters that previously applied to both capacity and workload (like department, role, location, employee, people tags) are automatically duplicated to both the People and Project Role categories
• Project-specific filters (like client, project status) stay in the Project category
• You don't need to recreate your saved views

What You Might Notice

• When you load an old saved view, you may see the same selection in multiple filter tabs (this is the automatic conversion at work)
• The results should be the same as before
• New saved views you create will use the new category structure

Quick Reference: Before and After

Frequently Asked Questions

"Why do I need to make the same selection twice?"

The new system gives you more precise control. While this means an extra click for the common case, it enables cleaner filtering - you no longer get "extra" data from the OR logic that matched on the other side.

"Will my reports show different data now?"

For reports listed in the "Reports with Changed Behavior" section, yes - if you only select a filter in one category, you'll see different results than before. Select in both People and Project Role tabs to get the previous behavior.

"Do I need to update my saved views?"

No. Saved views are automatically converted. Your existing views should produce the same results as before.

"Why don't I see all three tabs on some reports?"

Some reports only support certain filter categories because of the data they display:

• Reports showing only project data may not have People or Project Role tabs
• Reports showing only capacity may not have Project or Project Role tabs

This ensures you only see filters that actually affect the report you're viewing.

"What if I forget to select in both tabs?"

The report will still work - you'll just see partial filtering. For example, if you select "Engineering" only in People tab on Utilization Overview:

• You'll see only Engineering employees' capacity
• But you'll see ALL project work (not just Engineering project roles)

This might actually be what you want in some cases!

Summary

The key change is that filters now operate independently by category instead of using OR logic across employees and project roles. For utilization reports where you want to filter both capacity and workload by the same criteria (department, role, etc.), you need to make selections in both the People and Project Role tabs.

This change gives you more precise filtering - you see exactly the employees or project roles you select, without "extra" matches from the other side. Your existing workflows are supported with just one additional step.