Create a filter (private)

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 automatically updates itself according to predefined criteria (attributes, attachments, etc.), integrating new objects that meet these criteria.

Filters can be :

Private: visible and usable only by their creator.
Public: accessible and usable by all platform users.

Screen for creating a new private project filter.

Click on the Main menu.
Click on My account > My project filters

The list of private project filters appears.

Click on the Add to create a new filter.

The form for creating a new private filter is displayed.

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.

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The selected criteria are displayed in chips. You can delete them one by one.

Optional : Click on the button to view the list of projects selected using the filter criteria. View.
Click on Register to save your filter.

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Your private filter will be available in the project filter selector on the project list pages, reports... Only for you.