When creating a new view, you can make viewing project information easier by using filters on both the scenario sheet and the project candidate list to narrow the focus of information to particular specifics, such as a date range, or a budget amount. For example, you might want to see only those projects in a specific date range, or only those projects with budgets greater than a specific amount, or projects of a specific type.
How you filter information depends on the column you choose to use as a filter.
To filter information using a text column
- In the View drop-down menu, select Create New View. The New View window opens.
- Navigate to the Filters tab.
- Click into the drop-down menu of the text column that you want to filter.
- Select the appropriate qualifier from the drop-down menu, such as contains.
- In the text box that appears, enter the text you want to use as a filter, such as a project name or prefix.
Unifier displays those projects that match the text you entered.
To filter information using a date column
- In the View drop-down menu, select Create New View. The New View window opens.
- Navigate to the Filters tab.
- Click into the drop-down menu of the date column that you want to filter.
- Choose a date "greater than" a specific date to display all the projects with dates in that column that occur after the date you specified.
- Choose a date that is "greater than or equals" a specific date to display all the projects with dates in that column that occur after or on the date you specified.
- Choose a date "less than" a specific date to display all the projects with dates in that column that occur before the date you specified.
- Choose a date that is "less than or equals" a specific date to display all the projects with dates in that column that occur before or on the date you specified.
- Choose a date that "equals" a specific date to display all the projects with dates in that column that match the date you specified.
- Choose a date that "does not equal" a specific date to display all the projects with dates in that column that do not match the date you specified.
- Choose a date that is "between" specific dates to display all the projects with dates in that column that are between the dates you specified.
- Choose a date that "is empty" to display all the projects without dates in the column that you specified.
- Choose a date that "is not empty" to display all the projects that have dates in the column that you specified.
To filter information using a numeric column
- In the View drop-down menu, select Create New View. The New View window opens.
- Navigate to the Filters tab.
- Click into the drop-down menu of the numeric column that you want to filter.
- Enter a number "greater than" a specific number to display all the projects with numbers in that column greater than the number you specified.
- Enter a number that is "greater than or equals" a specific number to display all the projects with numbers in that column greater than or equal to the number you specified.
- Enter a number "less than" a specific number to display all the projects with numbers in that column less than the number you specified.
- Enter a number that is "less than or equals" a specific number to display all the projects with numbers in that column less than or equal to the number you specified.
- Enter a number that "equals" a specific number to display all the projects with numbers in that column that match the number you specified.
- Enter a number that "does not equal" a specific number to display all the projects with numbers in that column that do not match the number you specified.
- Enter a number that is "between" specific numbers to display all the projects with numbers in that column that are between the numbers you specified.
When finished, you can click Clear to remove the filters you have created or Save to save them.