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Filter Projects

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The Project List can be filtered for a few different reasons. One is to narrow down the list by criteria to find specific records and narrow your results. Another is to give you a count of projects, based on your selected criteria.

 

As an example, if you wanted to know how many projects you have assigned to a specific team member, you could select a team member by clicking the "Look Up" button next to the Assigned To field. Click the "Filter Items" button. You will see the total records label above the list has changed and gives you a total count of all projects assigned to the team member you selected. The list has also changed, and displays only projects assigned to the team member you selected.

 

To filter the project list, click the "Filter List" button...

 

 

 

 

The Filter List panel will open above the project list...

 

 

 

Choose criteria to filter the list. Use as many of the filters as you need, you can choose one or many items depending on how you would like to narrow your results.

 

Projects can be filtered specifically by the team member assigned to the project, the department, the priority, the date submitted date range, the due date date range, the date completed date range, the status code. Projects has an additional feature in the filter. You can choose as many status codes as you would like to narrow your results. For example, you could select "New" and "In Process" and see all projects with a Status of new or in process. Select one or as many status codes as you need.

 

Click the "Filter List" button and the list will display only the projects that meet the selected criteria.

 

Filters are persistent, meaning even after viewing and or editing a record, the filter you are using will still be in place when you come back to the main list. You can reset the list by clicking the "Cancel Filter" button.

 

You can also save your filters, to use again at a later time. After you filter the list open the filters menu by clicking the

icon in the filter box.

 

When the filter menu opens choose "Save Filter" This will bring up the "Add A New Filter" window. Enter a name for the filter and click the "Add This Filter" button. The window will close, and your filter will be saved.

 

To load a filter at a later time, open the filters menu again but this time choose "Load Filter". A list of saved filters will be displayed. Click the filter you want to load. The filter will be applied and your list will display according to the filter criteria.

 

To delete a filter, open the filters menu again but this time choose "Delete Filter". A list of saved filters will be displayed. Click the filter you want to delete. The filter will be deleted, the filter box will close and the list will be reset back to its original state.