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Applying Filters

Apply filters to a project to specify the data you want to display. You can add user-created filters or select from the list of standard filters.

To apply filters:

  1. 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.
  2. On the Project navigation bar, click "" Activities or "" EPS.
  3. On the Activities or EPS page:
    1. Click the Activity View or EPS View list and select a view to which you will add the filters.
    2. Click the View menu and select "" Customize View.
  4. In the Customize Activity View or Customize Project View dialog box, click the Filters tab.
  5. On the Filters tab:
    1. Select an option from the Show matches for list.
    2. In the Apply to View column, select the option for each filter you want to apply.
    3. Click OK.

Tips

  • If you have Team Member module access, either assigned as a resource or activity owner, applying the My Activities filter will have no affect on the activity list display because your access is already restricted to your assigned and owner activities.
  • You can also click the View menu and select Filters from the Filters submenu to open the Customize Filters dialog box. You can apply filters from this dialog box.
  • If you want to save the application of these filters to the view, click Yes in the Primavera P6 dialog box which opens when you navigate away from the page.

Related Topics

Configuring Project View Filters

Creating Filters

Configuring Filters

Customize Filters Dialog Box of the Activities Page

Filters Tab of the Customize Activity View Dialog Box

Customize Filters Dialog Box of the EPS Page

Customize Project View Dialog Box


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