Definition Tab of the Create or Modify Filter Dialog Box
Overview
Use this tab to define the logical constraints and data criteria for the filter.
Screen Elements
Match any/all of the following rules list
Determines whether the filter should match any or all rules.
Field Name field
The name of the field used for the filtering parameter. Select from one of the following categories:
- General: The fields concerned with basic information. Examples include Activity ID or Owner.
- Costs: The fields concerned with cost. Examples include Actual Expense Cost or Original Budget.
- Dates: The fields concerned with dates. Examples include Actual Finish or Planned Start.
- Durations: The fields concerned with durations. Examples include Free Float or Remaining Duration.
- Units: The fields concerned with units. Examples include Actual Labor Units or Planned Labor Units.
- Multiple Float Paths: The fields concerned with multiple float paths. Examples include Float Path or Float Path Order.
- Percent Complete: The fields concerned with percent complete. An example is Percent Complete Type.
- Timesheet Feedback: The fields concerned with timesheet feedback. Examples include New Feedback and Review Status.
- Project Codes: The global project code fields defined in the system. Examples include Current Phase and Location.
- Summary: The fields concerned with summary information. Examples include Contains Summary Data and Enable Summarization.
- User Defined: The additional fields created to capture important information that is not available from the standard fields.
- Global Activity Codes: The fields concerned with global activity codes. Examples include Phase or Project ID.
- Project Activity Codes: The fields concerned with project activity codes. Examples include Contracts and Phase.
Notes:
- This field appears without a label in the user interface. It is always the field furthest to the left in a row of three (3) data criteria fields.
- The categories available are dependent on the page from which you open the Create or Modify Filter dialog box.
Constraint field
The list of available constraints. This field appears without a label in the user interface. It is always the field in the center of the row of three (3) data criteria fields.
Value field
The value on which to filter.
Note: This field appears without a label in the user interface. It is always the field furthest to the right in a row of three (3) data criteria fields.
Remove a Row icon
Subtracts a row of filter criteria.
Add a Row icon
Adds a row of filter criteria.
Add Filter Criteria icon
Adds a sub-row of filter criteria. This filter criteria is combined with its parent criteria to create a very specific criteria statement.
Getting Here
- Click
Projects. - On the Projects navigation bar, click
Activities or EPS. - On the Activities or EPS page:
- Select a view from the Activity View or EPS View list.
- 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 New Filter or select a filter and click Modify Filter. - In the Create Filter or Modify Filter dialog box, click the Definition tab.
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