You can use filters to locate certain activities in a schedule sheet. The filter is based on criteria that you specify. When you use a filter, it applies only to the schedule sheet you are working with, but the filters you create are visible to all other users.
To add a filter for activities in a schedule sheet
- Select the records in the schedule sheet that you want to filter.
- Open the schedule sheet in the log and choose View > Filters. The Filters window opens.
- Click Add.
- In the Add Filter window, specify the filter criteria. Each filter can have multiple criteria based on the data elements in the activity attribute form. You can also use this window to edit or remove filters. The Add and Remove buttons are enabled only for users who have edit permissions on the schedule sheet.
- Selecting the Display Summary Activities checkbox controls whether the filtered schedule sheet displays summary activities corresponding to any leaf activities displayed in the sheet. The filter is not applied to the summary activities.
- Click Apply to save and immediately apply the filter to the schedule sheet.
- Click OK to save the filter for later use.
To apply a filter to schedule sheet activities
- Open the schedule sheet in the log and choose View > Filters. The Filters window opens.
- Select the activities you want to filter.
- Select a filter name and click Apply Filter. The schedule sheet refreshes with the filter applied.
To clear a filter from a schedule sheet
- To return the schedule sheet to the original view, select the schedule sheet in the log.
- Choose View > Clear Filters.