> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/my-workspace/filtering-projects.md).

# Filtering projects

Scrolling through hundreds of projects to find the overdue ones, or the orders for one client, wastes time. Advanced Filters in My Workspace narrow the list by dates, people, documents, values, and more, and the counts on every section tab update to match. Your filters stay in place until you clear them.

### Before you start

You'll need the **Advanced Filters** permission, in the **Workspace** permission group.

### How to filter your projects

1. In My Workspace, select the filter icon next to **Search / Filter**.
2. In **Advanced Workspace Filters**, set the filters you want. Each one you set appears as a pill under **Active Filters**.
3. Select **Apply Filters**.

The list and the counts on every tab update, and the filter icon turns green while filters are on. To remove them all, open **Advanced Workspace Filters** and select **Clear All**. To remove one, select the X on its pill.

If you close the panel without applying your changes, OrderEazi asks whether to **Apply Filters**, **Discard Changes**, or **Keep Editing**.

**Example:** You want every quote sent last month that hasn't become a sales order. You set **Created** to **Last Month**, and under **Sales Order** you choose **Does Not Have**. You select **Apply Filters**, and the **Quoted** tab shows only those projects.

### The filters you can use

* **Search & Lookup:** **Project #**, **Product Code**, **Customer Order #**, **Additional Reference**, and **Contact**. Type a value and press Enter to add it.
* **Dates:** **Created**, **Approval**, **Delivery**, **Get In Touch**, and **Last Called On**. Enter a range, or choose a quick option such as **This Month** or **Last Year**.
* **Clients & Suppliers:** **Clients**, **Suppliers**, and **Industries**.
* **People & Organisation:** **Sales Rep**, **Roles**, **Account Manager**, **Teams**, and your branches.
* **Order Status & Pipeline:** **Workspace Sections**, **Workflows**, **Sales Channel**, **Win Probability**, **Cancel Reason**, and **Ageing** (how many days the project has been open).
* **Documents:** Whether a project has, or doesn't have, a **Quote**, **Sales Order**, **Invoice**, **Credit Note**, **Delivery Note**, **Purchase Order**, **GRV**, **Supplier Invoice**, **Supplier Return**, or **Line Notes**. You can also search for a document number.
* **Values, Tags & Brands:** **Order Value** and **GP %**, which need the **View Total Selling** permission, and **Tags** and **Brands**.

### How filters are kept

Your filters are saved in your browser, so they're still there when you come back to My Workspace. They don't follow you to another computer or browser, and you can't save named sets of filters.

### Related pages

* [My Workspace](/central/order-management/my-workspace.md): search and sort the list
* [Workspace Export](/central/order-management/my-workspace/workspace-export.md): export the filtered projects to Excel
* [Bulk Operations](/central/order-management/my-workspace/bulk-operations.md): change many filtered projects at once