Order By

Learn how to Order your information on the Planner

How do Order my information on the Planner?

On the Planner, you can order your information in order to make it easier to locate or prioritise data. For example, in Schedule View, you can order Resource(s) by Age Group, which improves visibility and planning efficiency.

To begin, simply begin by clicking the Order By button, as shown below.

This function is only available in Timeline Mode.

Once selected, the custom Filter By Field Selector module will display, as shown below.

Note, all fields with an > have additional fields available within them, however you can also Order By the parent field.

It is here you can select which field you wish to organise your information by.

As I have selected the Order By action from Schedule View, the available fields are Resource fields, as shown above. This is because Schedule View organises the Planner by Resource. If you were to select the Order By action from Accomodation View, these fields would be catered to Accomodations.

After selecting a field, click Select to finalise. Below, I have chosen to Order my Resources by Age Group.

Once you have selected a field in which to order your information, you can change the order from ascending to descending by simply clicking the Arrow button to the left of the Order By button.