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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Filter

Filter

Description

This button allows you to display only certain information, particularly in lists where you wish to see only certain information (filter criteria differ from one screen to another).

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FilterFilter

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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.

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Once selected, a filter remains active until deselected by the user. When logged out, if a filter was active at logout, it will still be active the next time the user logs in.

FilterFilter

This button allows you to filter projects in the list of candidate projects using criteria.

You can filter by project and resource labels, project attributes, and project or resource hierarchies. You can combine multiple filter criteria.

Only the lines containing the searched value are then displayed. There is no impact on the project counter: the projects added to the basket are still counted as the same number, regardless of the criteria used to reduce the list.

After performing a search, you can close the search by clicking on the cross and return to the complete list of candidate projects in portfolio.

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FilterFilter

This button allows you to filter resources in the plan .

Here is the list of filter criteria (default) that can be used to select items:

  • ContainsContains
  • TypeType
  • categorycategory
  • That assetsThat assets
  • ProfileProfile
  • AttachmentsAttachments
  • Generic resourceGeneric resource

FilterFilter

This button allows you to filter resources in the plan .

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The goal here is to select the resources assigned to these different projects, not the projects themselves.

Here is the list of filter criteria (default) that can be used to select items:

  • ContainsContains
  • AttachmentsAttachments
  • statusstatus
  • DescriptionDescription
  • themetheme
  • user role(s)user role(s)
  • With late milestonesWith late milestones
  • Father projectFather project
  • Start of smoothing of remaining workStart of smoothing of remaining work
  • project templateproject template
  • project managerproject manager
  • Start dateStart date
  • End dateEnd date

FilterFilter

This button allows you to filter the list of project resources using filter criteria or previously saved filters (public: ResourceResource or private: ResourceResource).

Here is the list of filter criteria (default) that can be used to select items:

  • ContainsContains
  • TypeType
  • categorycategory
  • That assetsThat assets
  • ProfileProfile
  • AttachmentsAttachments
  • Generic resourceGeneric resource
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