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:
- 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 View 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:
- Select an option from the Show matches for list.
- In the Apply to View column, select the option for each filter you want to apply.
- 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.
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