A filter allows you to display only certain data, according to certain criteria.
These criteria are specific to Project Monitor.
A user can set the default filter selected when logging in.
There are two types of filter: static and dynamic.
- static filter A list of objects set manually by the user, which only changes if the user modifies it. This is a saved filter.
- dynamic filter a list that updates automatically according to predefined criteria (attributes, attachments, etc.), integrating new objects that meet these criteria. List of filter criteria
Filters can be :
- Private: visible and usable only by their creator.
- Public: accessible and usable by all platform users.
We can have a filter All projects
or a filter that works with criteria.
This button makes it easy to find the items you're looking for. You can use an already saved filter (private or public) or specify specific filter criteria.
There are several visibilities for filters:
Public filters
Private filters
Visit public project filters are available on the platform's home screen and in the theme Projects by all users.
Visit private project filters are available via My account. They can be used in the project list, for example.
Visit public resource filters are available in the theme Resource management. They are available to all users of a platform.
Visit private resource filters are available via My account. They can be used in the timesheet screen, for example.