Create Team Member work distribution filters to enable Team Member interface users to update progress for selected labor resources, roles, and global and EPS activity codes.
To create a Team Member work distribution filter:
- Click Administration.
- On the Administration navigation bar, click User Administration.
- In the User Administration pane, click Users.
- On the Users page:
- Select a user.
- In the Team Member Filter field, double-click and click Select.
Note: If the Team Member Filter option is not displayed, click Customize View and select Team Member Filter.
- In the Team Member Filters dialog box:
- Click Row Actions and click Add.
Note: This filter is automatically applied to the user you selected. If you do not want to apply this filter to the selected user, then clear the Selected option.
- In the Name field, enter a name that describes the filter you are creating.
- In the Filter Details area:
- Configure the filter criteria.
- Click Row Actions and click Add to configure additional filter criteria.
- Click Save.
- Click Row Actions and click Add.
- On the Users page, click Save.