You can create a private filter from your personal menu.
Filter
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.
- Click on the
Main menu.
- Click on
My account
>My project filters
- Click on the
Add to create a new filter.
- Enter basic information.
- Optional: Select hierarchies to which to attach the private filter.
- Select filter criteria.
- If you've selected a static filter, choose the projects to be included in this filter one by one.
- If you have selected a dynamic filter, choose the different criteria that will make up this filter.
- Optional : Click on the button to view the list of projects selected using the filter criteria. View.
- Click on
Register to save your filter.
The list of private project filters appears.
The form for creating a new private filter is displayed.
The selected criteria are displayed in chips. You can delete them one by one.
Your private filter will be available in the project filter selector on the project list pages, reports... Only for you.