Yes, you can filter projects to limit the project list in your org.


Salesforce's Default Limitation


Salesforce allows a maximum of 200 projects to be displayed in the Gantt tab within the Project Management module for task assignments. If your organization has more than 200 projects, this can be a challenge. However, you can apply filters to manage the project list effectively.

Filtering Projects for the Logged-In User


By filtering projects, a Salesforce user sees only the projects relevant to them, keeping their workspace organized and focused.

Ways to Filter Projects:

  1. Mark Completed Projects as Inactive

    • This removes completed projects from the active list, helping users focus on tasks that require attention.

  2. Set Up the Project Owner/Manager

    • Users can be assigned as Project Owners or Managers, ensuring they only see projects they are responsible for.

  3. Use Project Status

    • Assign statuses like In Progress, On Hold, or Completed to projects, allowing users to filter based on their status.

  4. Uncheck the "Managed Project" Checkbox

    • This removes projects that do not require tracking or task assignments from the list.

By applying these filtering methods, you can ensure users see only the most relevant projects.