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Use advanced filters to refine stakeholders

Use advanced filters to narrow your stakeholder list by organisation and role before reviewing or exporting it.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the advanced stakeholder filters​

Open the stakeholder advanced filters panel from your stakeholders view so you can refine the list using additional options.

Open the advanced stakeholder filters

Step 2: Search for specific organisations​

In the "Search organisations" box, start typing the organisation name to filter the available options and hide non-matching organisations.

Search for specific organisations

Step 3: Select one or more organisations​

Tick the checkbox next to each organisation you want to include so only stakeholders from these organisations are considered in the results.

Select one or more organisations

Step 4: Filter stakeholders by role​

Tick the "Supplier" checkbox to limit the stakeholder list to those with the supplier role, using the system’s standardised role value in the background.

Filter stakeholders by role

Step 5: Apply the advanced filters​

Select the "Apply Filters" button to confirm your organisation and role choices and refresh the stakeholder list based on your selections.

Apply the advanced filters

Last updated: 2026-07-28