Manage Services Filters

Filter for a service type on the Manage Services page using the filter panel on the Service Status or Recurring Services tabs. You can use a predefined filter or specify additional filtering criteria in the Filter By section.

Filtering options for Service Status:

  1. Predefined filters:
    • All: Shows all the available services. This is selected by default.
    • In Progress: Shows the services that are currently running.
    • Completed: Shows the services that are completed.
    • Baselines & Scenarios: Shows the baselines and scenarios that are imported or exported.
    • Global Change: Shows all global change services.
    • Export: Shows all project export services. You can also download a project export service.
    • Evaluation: Shows all evaluation score services.

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    • Import: Shows all import services for a project or other objects.
    • Integration: Provides a list of running, complete, or failed integration jobs for each integration type, such as P6 EPPM or Microsoft Project. You can also download an integration job.

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    • Level: Shows all level services.
    • Measures: Shows all measure services.
    • Recalculate Cost: Shows all recalculate cost services.
    • Recalculate Project Usage: Shows all recalculate project usage services for activities, resources, and roles.
    • Replace Resource: Shows all replace resource task services.
    • Request Spread Data: Shows all requests for spread data services.
    • Risk Analysis: Shows all the risk analysis services.
    • Schedule: Shows all the schedule services.
    • Merge: Shows the results of all Merge service processes.
    • Set as Current Schedule: Shows all the set as current schedule services.
    • Store Period Performance: Shows all the stored period performance services.
    • Sync CBS: Shows details of CBS Sync service for projects with a CBS different from their workspace CBS.
    • Move Workspace: Shows details for move workspace to another workspace.
    • Currency Rate: Shows the results of an exchange rate recalculation service.
    • Move Project: Shows details for a project move.
  2. Filter By options:
    • Project: Applies to the services in the project context and shows all projects to which the user has access.
    • Portfolio: Applies to the services in the portfolio context and shows all portfolios to which the user has access.
    • Timeframe: Filters data by time frame. View service status for all dates, today, last 7 days, last 30 days, or set your custom time frame.
    • Subject Area: Applies to imports. Shows all entities that support Microsoft Excel and P6 XML import.
    • Business Flow: Applies to integration jobs. Shows all business flows available for P6 EPPM or Microsoft Project integrations.
    • Integration Type: Applies to integration type services. Choose either P6 EPPM or Microsoft Project.

Filtering options for Recurring Services:

  1. Predefined filters:
    • All: Shows all services that are configured to occur periodically. This is selected by default.
    • Enabled: Shows all the enabled services.
    • Schedule: Shows all schedule services.
    • Level: Shows all level services.
    • Risk Analysis Log: Shows all risk analysis services.
    • Measures: Shows all measure services.
    • Evaluation: Shows all evaluation score services.
  2. Filter By options:
    • Project: Shows all projects to which the user has access.
    • Added By: Shows all users who added the services.

Last Published Tuesday, May 21, 2024