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Company and PM Filters

The top filter row holds two multi-select chip filters: Company and PM. Pick one or more values from either group to narrow every scorecard, chart, table, and widget below. Both groups appear on All Jobs, Analytics, and Action Queue.

This page is the canonical reference for the top-row chip filters. Other pages link here rather than repeat the rules.

tip

Click + Add to add a chip. Click × on any chip to remove that one. Click Clear all to remove every chip in both rows.

Where you'll see it​

The top filter row doesn't appear on every page. Here's where each control lives:

PageCompany groupPM group
All JobsFull dropdown of every companyFull dropdown of every PM
AnalyticsFull dropdown of every companyFull dropdown of every PM
Action QueueFull dropdown of every companyLocked to yourself only
Job DetailNo top filter rowNo top filter row

Job Detail doesn't render the top filter row at all — when filters are active there, they come from widget drill-downs and only appear in the bottom banner. See Drill-Down Chips.

What a chip looks like​

A small rounded pill with the value inside (e.g. PSS, Jared McKenzie) and an × on the right. Two color palettes:

  • Company chips — brand-blue background.
  • PM chips — green background.

Click the × on any chip to remove just that chip. The same chip also renders in the red Filter Banner at the bottom of the page in a uniform white-on-red style. Removing the chip from either spot removes it from both — they share state.

Adding a chip​

Both rows use the same pattern. Click the small + Add button at the end of the row. A dropdown opens listing every value not already selected. Click one to add it. Repeat to add another — both Company and PM accept multiple values.

The PM dropdown lists every PM name in the directory, sorted alphabetically. Selecting a PM matches against each job's PM field by name, and the system also picks up jobs assigned to that PM by account. See My Jobs Toggle for the matching details.

JCI Dashboard top filter row with the Company Add dropdown opened beneath the Add button, listing eight company names alphabetically as menu items ready to click.

The green + My Jobs shortcut​

In the PM row, you'll see a green + My Jobs shortcut button at the end of the chip list — but only when both of these are true:

  1. You're signed in as a PM (not a viewer).
  2. You're not already in the PM chip selection.

Clicking it adds you as a PM chip in one click. It's the fastest way to scope a page to "my jobs plus a colleague's jobs" — add yourself with the shortcut, then + Add your colleague.

The shortcut hides the moment you're in the selection.

warning

The green + My Jobs button is not the My Jobs / All Jobs toggle. They look similar, they say similar things, and they do different things:

  • The toggle is a global switch that scopes by your account. See My Jobs Toggle.
  • The green chip-button adds you as one entry in the PM multi-select.

Use the chip-button when you want "my jobs plus someone else's." Use the toggle when you just want your jobs.

Chip overflow — six visible, the rest hidden​

Each row shows at most six chips inline. Beyond six, a +N more text appears after the visible ones. The hidden chips are still active filters — they just don't render in the row.

Removing a visible chip pulls the next hidden one into view automatically.

note

Hidden chips beyond the sixth are still narrowing the data. If your page looks more filtered than the visible chips suggest, look for the +N more indicator at the end of the row.

Clearing chips​

Three paths to remove chips:

  1. Click × on an individual chip — removes that one chip.
  2. Click Clear all on the right side of the row (only visible when at least one chip is active) — clears every chip in both rows at once.
  3. Use the same controls in the bottom red banner — the top row and the Filter Banner share state.

Empty filter, full data​

warning

Removing every Company chip is the same as picking no Company filter at all — jobs from every company come back. The same is true for PM. There is no "show me zero rows" state.

If a page suddenly looks busier after you removed your last chip, that's why. To narrow, add chips. To widen, remove them.

This is the most common surprise on first use. The instinct is "I cleared everything, so the table should be empty," but the dashboard reads an empty filter as "no filter applied."

How chips compose​

The composition rules:

  • Across rows = AND. A Company chip AND a PM chip together narrow to jobs that match the Company AND are assigned to the PM.
  • Within a row = OR. Two Company chips show jobs in either company. Two PM chips show jobs assigned to either PM.
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Worked example. Suppose you're scoping Analytics to PSS and PSW work assigned to either you or your co-PM Hailey:

  • Add Company: PSS and Company: PSW.
  • Add PM: Jared McKenzie and PM: Hailey.

The page shows jobs where (Company = PSS OR Company = PSW) AND (PM = Jared OR PM = Hailey). Either company, either PM.

How chips compose with the My Jobs toggle​

When the My Jobs toggle is on and a PM chip is active, the page shows the intersection: jobs that are yours AND match the PM chip. Most PMs leave one or the other on, not both — combining them is rarely what you want unless you co-manage the colleague's jobs.

Most readers won't reach for the PM filter at all in day-to-day use, because the My Jobs toggle covers the most common scoping case in one click.

Action Queue is self-only on PM​

On Action Queue, the PM dropdown contains only your name. You cannot scope Action Queue to a colleague's queue — there is no view of someone else's queue from this page.

The Company filter still works the full way: pick any company or combination, the queue narrows to PO confirmation work in that scope.

If you click Clear all on Action Queue, your PM chip is automatically re-seeded after clearing. The page never renders without a PM scope.

note

On Action Queue, the PM filter is locked to you by design. To work a colleague's queue, ask them to confirm their POs themselves — there's no escalation path through the dashboard.

What about Job Detail?​

Job Detail doesn't have a top filter row. The page is already scoped to a single job, so Company and PM chips wouldn't add anything. The bottom red banner still appears on Job Detail when a widget drill-down adds a Category, Vendor, or Cost Code chip — but Company and PM chips belong to All Jobs, Analytics, and Action Queue only.

A note on the messy PM data​

The PM field on each job isn't always clean. Some jobs store a PM by account, some by first name, some as a comma-separated list. The PM dropdown lists names that the app finds in the current dataset — so if a name was typed in two different ways ("Jared" and "Jared McKenzie") you may see both as separate dropdown entries.

When you filter by name, the dashboard catches jobs where the PM field literally matches that name AND, behind the scenes, jobs assigned to that PM by account. If you pick "Jared" and don't see every Jared-owned job, that's the messy data showing through. The My Jobs toggle is the more reliable way to find your own jobs — see also Troubleshooting.

Access and visibility​

Anyone signed in to the dashboard can pick any company from the Company dropdown and see those jobs. The Company filter is a view filter, not a permission boundary — it doesn't grant or restrict access. See Companies and Access.

Numbers and freshness​

When you apply a chip, the resulting numbers reflect the most recent dataset refresh, not real time. See Data Refresh Rates for the cadence.