Creating Filters
Create filters to to narrow activity or project information to a specific data group.
To create filters:
- Open one or more projects in the Projects section using one of the following methods:
- Click
Projects to open the last project or group of projects you were working with. - Click the
Projects menu and choose one of the most-recently used projects or group of projects. - Click the
Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
- On the Project navigation bar, click
Activities or EPS. - On the Activities or EPS page:
- Click the Activity or EPS View list and select a view to which you will add the filters.
- Click the View
menu and select Customize View.
- In the Customize Activity View or Customize Project View dialog box, click the Filters tab.
- On the Filters tab, click
Add Filter. - In the Create Filter dialog box:
- Click the Definition tab and configure the fields and lists for one or more filter statements.
- Click the Access tab and define user access.
- Click OK.
Tips
- To add more criteria statements, click
. To remove a criteria statements, click . To nest a criteria statement inside another, click . You can add up to ten levels of nesting. - You can also click the View menu and select Filters from the Filters submenu to open the Customize Filters dialog box. From this dialog box, you can create filters.
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