The legend and the filter

The legend states what the schedule's colors and icons mean; the filter hides part of it to keep only what interests you. Two neighboring panels, one under the grid, the other in the right-hand panel.

The legend fills itself in

You don't have to declare anything: as soon as a block color or an icon type appears anywhere in the schedule, it automatically enters the legend, at the bottom of the screen. Each entry carries its swatch and a name: the one you gave it, otherwise the color's palette name ("Blue", "Brown"…), otherwise "Custom color" — never a code. To give a color a meaning ("Earthworks", "Delay"…), click its entry, or the pencil "Change the legend" at the end of the line: the settings open on its field. The legend fits on one line; the "Collapse the legend" button shrinks it, and that choice is remembered in your browser, without touching anyone else's schedule.

The legend is also configured from Settings › Presentation and legend, Legend section: show it or hide it, and the same color settings as above. Add a project detail, next to it, adds a free label/value pair (client, project manager, version…) shown in the legend — not a color, a piece of project information.

The filter

The Search and filter button (Ctrl+F) opens, in the right-hand panel, the Filter tab with:

• Text — searches cells, block and icon labels, and comments, with no accent or case sensitivity.
• Block colors — one checkbox per legend color.
• Icons — one checkbox per icon type present in the schedule.
• Traffic lights — None, Red, Orange, Green (traffic-light-type columns).
• Statuses — one checkbox per status-column value.
• Date range — From / To.
• Reapply and Clear buttons.

Between checkboxes of the same criterion, it's an OR (Earthworks or Electrical); between two different criteria, it's an AND (this color and this text). Clicking Reapply filters the grid and the timeline right away: only rows that match stay visible, a count ("N row(s) out of total") shows at the bottom of the panel, and the ribbon's Search button carries a badge with the number of active criteria. The filter is also written into the page's address (?f=t:keyword, c:color, s:status…) — it copies and shares as is.

Clear removes every criterion and shows every row again.

What happens when you get it wrong

• A row seems to have disappeared: it's almost always an active filter — check the badge on Search, or click Clear in the Filter panel to see everything again.
• A color renamed by mistake, overwriting the old name: type the right name back in, or Ctrl+Z.

What this page doesn't cover

• Status and traffic-light columns themselves (creating them, setting their values): see The grid and columns.
• Searching a schedule from an agent: the same engine exists as an MCP tool (search_schedule) — see the agent guide.
• The critical path, a separate outline toggled from the ribbon, not detailed here.