Creating 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.

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 EPS View Filters

Applying Filters

Configuring Filters



Last Published Monday, October 13, 2025