Definition Tab of the Create Filter Dialog Box of the Assignments Page

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 parameter used to filter data in the Assignments view. Parameters are grouped in the following categories:

  • General: The fields that provide typical project information. Examples include Activity ID and Activity Status.
  • Dates: The fields that provide important dates used during the project life cycle. Examples include Actual Finish and Planned Start.
  • Durations: The fields that provide data on the length of time needed to complete an assignment and the lag time built in between assignments. Examples include Actual Duration and Planned Lag.
  • Costs: The fields that provide cost information from different aspects of the project. Examples include Actual Cost and Remaining Cost.
  • Units: The fields that provide resource work unit data. Examples include Actual Regular Units and Planned Units.
  • Resource: The fields that provide resource data and settings. Examples include Resource ID and Default Units/Time.
  • Percent Complete: The fields that provide the amount of time completed or remaining on the resource assignments.
  • User Defined: The additional resource assignment fields created to capture important information that is not available from the standard fields.
  • Resource User Defined: The additional resource fields created to capture important information that is not available from the standard fields.
  • Global Activity Codes: The global activity code fields defined in the system.
  • Resource Codes: The global resource code fields defined in the system.
  • Project Codes: The global project code fields defined in the system.

    Note: 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.

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

  1. Click "" Resources.
  2. On the Resources navigation bar, click "" Assignments.
  3. On the Assignments page, click "" Filters menu on the view toolbar or view menu and select "" Add New Filter.
  4. In the Create Filter dialog box, click the Definition tab.

Related Topics

Viewing Assignment Unit and Cost Spreads

About Resource Assignments


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