Creating a Team Member Work Distribution Filter

Create Team Member work distribution filters to enable Team Member interface users to update progress for selected labor resources, roles, and global and EPS activity codes.

To create a Team Member work distribution filter:

Click Administration.
On the Administration navigation bar, click User Administration.
In the User Administration pane, click Users.
On the Users page:
1. Select a user.
2. In the Team Member Filter field, double-click and click Select.
  Note If the Team Member Filter option is not displayed, click Customize View and select Team Member Filter.
In the Team Member Filters dialog box:
1. Click Row Actions and click Add.
  Note This filter is automatically applied to the user you selected. If you do not want to apply this filter to the selected user, then clear the Selected option.
2. In the Name field, enter a name that describes the filter you are creating.
3. In the Filter Details area:
  1. Configure the filter criteria.
  2. Click Row Actions and click Add to configure additional filter criteria.
4. Click Save.
On the Users page, click Save.

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