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
Tip
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 Monday, October 13, 2025