On the planning board you can always search using the search bar in the upper right corner. Only the planners that match the search will be shown in the selected period.
Advanced search in plan boards
In your planning board it is possible to perform advanced searches on fields within collections and cards. When using an integration it is also possible to search on specific integration fields, such as customer or articles.
By default vPlan searches all standard available collection data. You can now quickly apply filters in the search window. To choose a filter, first type the 'colon' (:) sign. A menu appears with all filters that can be searched for specifically. When you have selected a filter you can enter the search term. All collections that match the search term will be displayed. It is possible to apply multiple filters in a single search.
You can search on the following data:
|:activity||Search for the description of the activity. With an integration, we also search on the editing/working type in an order.||Sawing|
|:fase||Find cards that are planned in a certain phase||Assembly|
|:item||Only possible when there is an integration with an ERP system. You search specifically on articles within an order/project.||Shelves 20mm|
|:customer||Only possible when there is an integration with an ERP system. You search specifically for the customer within an order/project.||Carpentry factory Gerards|
|:label||Search on the added labels on a card||Urgent|
|:warehouse||Only possible when there is an integration with an ERP system. You search specifically on the name of the warehouse, which is linked to an order.||Zoetermeer|
|:name||Search for the name of a collection.||P100300|
|:description||Search on the description of the collection. This is often supportive text to the name.||Urgent order|
|:order status||Search for the status of an order from your ERP||Open|
|:order type||Easily search for the type of order from your ERP||Sales|
|:project||Only possible when there is an integration with an ERP system. You search specifically on the name of the project, which is linked to an order.||Project Utrecht|
|:reference||Only possible when there is an integration with an ERP system. You search specifically by order/project number.||90142|
|:resource||Search on all cards where a specific resource has been added||Sawing machine|
|:status||Search specifically for the order status. This is only possible when vPlan is linked to an ERP system. The statuses are: open, partial, closed and canceled.||Open|