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Creating Filters

Create filters to to narrow activity or project information to a specific data group.

To create 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 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, click "" Add Filter.
  6. In the Create Filter dialog box:
    1. Click the Definition tab and configure the fields and lists for one or more filter statements.
    2. Click the Access tab and define user access.
    3. 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.

Related Topics

Configuring Activity View Filters

Applying Filters

Configuring Filters

Create or Modify Filter Dialog Box of the Activities Page

Customize Filters Dialog Box of the Activities Page

Customize Filters Dialog Box of the EPS Page


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