Filtering tab of the Manage Views Dialog Box of the Activities Page, EPS Page or Assignments Page

Overview

Use this tab to configure and apply one or more filters to constrain or reduce the quantity of data shown in the view.

Screen Elements

Edit Filters... button

Opens the Manage filters dialog box.

Match options

Determines if elements display based on all applied filters or any applied filters.

Search

Enables you to perform a search based on the value you enter in the search bar.

Select All / Deselect All option

Indicates whether no items, some items, or all items in the list are selected.

Name field

The names of existing filters that are grouped by type:

Standard: Predefined filters that are already in the application.

Global: Filters that are available to all users.

Multiple User: Filters that are available to you and a group of other users.

User: Filters that you created.

any/all of the following rules list

Determines whether the filter should match any or all rules.

Filter rules section:

The rules of the selected filter showing the Field, Operator and Value. Modify the values for each field listed to customize the filter.

Getting Here

  1. Click Projects or Resources.
    • On the Projects navigation bar, click Activities, EPS, or Assignments.
    • On the Resources navigation bar, click Assignments.
  2. Click the Views menu and select Manage Views....
  3. In the Manage Views dialog box, click Filtering.

Related Topics

About Activity Views

Working with Activity Views

About Filters

Creating Filters



Last Published Wednesday, July 10, 2024