Filtering the Activities View
You can filter the Activities view based on activity status. Further, you can filter Not Started and Completed activities so that only activities that fall within a certain timeframe are included in the list.
You can also choose to display or hide completed activity assignments in your open timesheets and on the Activity Details Resources tab.
To filter the Activities view, select an activity. Right-click and choose Filter By (Alt+V+F) and one of the following options.
- All Activities (Alt+V+F+A)
- Completed Activities (Alt+V+F+C)
- In Progress/Not Started Activities (Alt+V+F+P)
- Milestones (Alt+V+F+M)
- In Review/Rejected Activities (Alt+V+F+R)
There are two circumstances in which an activity's status can be In Review.
An activity's status is In Review when the primary resource applies an Actual Finish to the activity, but the Finish has not yet been confirmed by the person responsible for approving status. An activity's status is also In Review if the project is set up to allow resources to change the status of their assignments to Completed, but status review is required before an Actual Finish is applied to the activity. In this case, once all resources assigned to the activity have changed their assignment status to Completed and Apply Actuals is run, the activity is placed In Review.
A Rejected activity is one that had been In Review, but the Finish status has been rejected by the person responsible for approving it.
The title bar beneath the toolbar identifies the current filter applied to the Activities view, for example, All Activities. The dates displayed in the title bar reflect the timeframe filter applied to Not Started and Completed activities.
Filter Not Started and Completed activities in lists
The filter you specify applies to the Activities view and to the list of activities that display when you use the Add activities feature in the Timesheet view.
- Choose File, User Preferences (Alt+F+U).
- Choose the Timeframe tab.
For each activity status type, specify a number that defines the boundaries of the timeframe relative to the current date. For example, 90 defines a timeframe 90 days before and 90 days after today.
Not Started activities with a planned start or planned finish date within the timeframe and Completed activities with an actual finish date within the timeframe will be displayed.
To use the module's default timeframe, choose Default (Alt+D).
- Choose OK (Alt+O)
Filter completed assignments in timesheets and Activity Details
- Choose File, User Preferences (Alt+F+U).
- Choose the Timeframe tab.
- Mark or clear the Show Completed Resource Assignments checkbox.
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