Using Filters

Contents

EnterpriseTrack allows you to filter almost all lists based on multiple selection criteria. Ideas, Proposals, Projects, Phases, Deliverables, Tasks, Knowledge base documents, Tool templates, Dashboards, etc. have filters that can be used to narrow down the items listed on a specific page.

To use the filters:

1. To view the filter row, select (Page Menu) View > Filter Row, or from the toolbar select .
2. On some pages you have to click the Expand All button to expand the filter categories. You can select the Collapse All button to collapse the list. The filter list is either expanded or collapsed based on the settings selected by your Administrator.
3. Click on the box below the column name to view the various filter options.
4. Select a filter option and enter you filter criteria in the filter box. For example, you can search for a project that begins with the word Server by selecting the filter option Begins with under the column Project Name and typing the word Server in the filter box. All projects that match the filter are displayed.

   Notes:

   • Use the expand button next to the sub-sections on the Advanced Search page to view all the fields that are available to you.
   • Use the collapse button to hide the fields that are not required and maximize your on-screen real estate.