Configuring Filters
You can configure the detailed statements of a filter and who can use it.
To configure 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:
- In the filter list, select a filter.
- Configure the fields and lists to edit the filter statements.
- Click Save.
Tip
- You can not edit Standard Filters.
- 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. - You can also click the View menu and select Filters from the Filters submenu to open the Customize Filters dialog box. You can configure filters from this dialog box.
Related Topics
Configuring Activity View Filters
Last Published Monday, October 13, 2025