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Filter a project register

Use the register filter bar to narrow down items by date range, status, type, and stage.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the register filters​

At the top of the register, locate the filter bar showing options such as Date range, status chips, Type filter, and stage filters.

Open the register filters

Step 2: Set a date range​

Use the Date range control to limit the register to items within a specific time period, so that only relevant records are shown.

Set a date range

Step 3: Filter by status​

Select one or more status chips such as Overdue, Due soon, or Up to date to include only items that match those statuses.

Filter by status

Step 4: Refine by document type​

Open the Type filter and tick one or more types, such as Drawing or RFI, to focus the register on particular kinds of records.

Refine by document type

Step 5: Adjust by stage​

Apply stage filters, for example On hire or Off hire, to see only items at the relevant stage in the process.

Adjust by stage

Step 6: Remove filters you no longer need​

Deselect any active chips or untick options in the filters to widen your view and show more items again.

Remove filters you no longer need

Last updated: 2026-07-27