Manage Filters Dialog Box of the Activities Page, Assignments, or EPS Page

Overview

Use this dialog box or tab to configure and apply one or more filters to the current activity view to constrain or reduce the quantity of activities shown on the Activities page.

Screen Elements

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.

Filter definition section

Match any/all of the following rules list

Determines whether the filter should match any or all rules.

 Add a filter condition... button

Adds a filter condition to the filter definition area. This item is available if there are no filter conditions.

Row Actions menu

Add Above: Adds a new item to the list above the selected item.

Add Below: Adds a new item to the list below the selected item.

Add Filter Group Above: Adds a filter group above the selected item.

Add Filter Group Below: Adds a filter group below the selected item.

Delete: Deletes the selected item. If the filter is a multiple user filter and you are not the owner, this menu item will remove it from your list of filters, but the filter will still exist for other users assigned to it.

Move Left: Moves the selected item out of the current filter group.

Move Right: Moves the selected item into an existing filter group.

Move Into New Group: Creates a filter group below the selected item and moves the selected item into the new filter group.

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.

Add another filter condition... button

Adds an additional filter condition to the filter definition area. This item is available if there are already filter conditions.

Getting Here

Click Projects or Resources.
- On the Projects navigation bar, click Activities, EPS or Assignments.
- On the Resources navigation bar, click Assignments.
Click Filters and select Manager Filters....

Filter definition section

Related Topics