Creating Filters
Create filters to narrow activity or project information to a specific data group.
To create filters:
- Click Projects.
- On the Projects navigation bar, click Activities or EPS.
- On the Activities or EPS page:
- Click the Views list and select a view to which you will add the filters.
- Click Filters and select Manage Filters....
- In the Manage Filters dialog box:
- Click Row Actions and select Add.
Note: You can add new global or user filters. You cannot add new standard filters.
- Configure the fields and lists for one or more filter statements.
- Click Save.
- Click Row Actions and select Add.
Tips
- To add more criteria statements, click Add another filter condition.... To remove criteria, click Row Actions and select Delete. To nest criteria, click Row Actions and select Add Filter Group Above, Add Filter Group Below, or Move into New Group.
Related Topics
Configuring Activity View Filters
Last Published Thursday, February 1, 2024