Configure project filters.
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.
List of private project filters
Button name | Description |
|---|---|
Transforms the private filter into a public filter.
Rights required for this action : | |
Allows you to set a project filter as default in the list of project filters. A small tick will appear on the line of the filter set as default. đź’ˇ It is possible to remove a default filter when you wish to apply a filter to a screen (project list...). The default filter will reappear the next time you log off/reconnect. | |
Deletes a filter | |
Allows you to delete multiple filters with a single click. To do this, several items in the list must be selected. |
General actions
Rights required :
No rights are required to create, edit or delete private filters.
Filter list of private project filters
Click on 
Creating and modifying a private project filter
This screen lets you create and modify a private project filter (accessible only to the user who created it) and view the projects affected by this filter, whether dynamic or static.
Here are the fields found in this screen:
Wording Code Description Static Criteria Selection Rights required :
No rights are required to create, edit or delete private filters.
General actions
Click on ViewAt the bottom of the screen, a list of projects matching the selection/criteria is displayed.
Button name | Description |
|---|---|
Copies the criteria of a public filter and creates a new private filter. | |
Allows you to delete a filter. It will no longer be visible in the list of private project filters or in project listsaction Filteraction ). | |
View thehistory modifications to this filter. |
It is also possible to select links for the filter. The names of these fields are those of the hierarchies created in the platform.