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Creating Filters

Projects > The EPS > About EPS Views > Configuring EPS Views > Configuring EPS View Filters

Create filters to narrow activity or project information to a specific data group.

To create filters:

1. Click Projects.
2. On the Projects navigation bar, click Activities or EPS.
3. On the Activities or EPS page:
   1. Click the Views list and select a view to which you will add the filters.
   2. Click Filters and select Manage Filters....
   3. 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.

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 EPS View Filters

Applying Filters

Configuring Filters

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Last Published Wednesday, July 10, 2024