List of filter criteria

Allows you to select milestone types (see phasemilestone list) that are late certain projects.

Selects a budget axis for the platform.

If true, the filter will only select budgets that are generic. If false, the filter will only select budgets that are not generic.

If true, no phase will be displayed in the schedule If false, all phases will be displayed (according to filter criteria)

If true, no milestone will be displayed in the schedule If false, all milestones will be displayed (according to filter criteria)

If true, no completed phase or milestone will be displayed in the schedule. If false, all completed schedule objects will appear in the schedule

Select calendars associated with items

Allows you to select a budget, resource or indicator category that must be associated with budgets, resources and indicators found via the search function.

Select All or a particular parameter category .

Allows you to select the project manager for projects (which will be found using this filter criterion). Possibility of directly selecting the logged-in user.

Allows you to perform a free search. You must enter at least one character to perform a search. This filter criterion is the most widely used on the platform.

Allows you to filter on a specific day or period . The pre-defined periods to choose from are : Current month, Current year, Last 12 months, Next 12 months

Allows you to restrict the possible milestone target dates: - Active month period pre-definedperiod ) - Current year period pre-definedperiod ) - Last 12 months period pre-definedperiod ) - 12 months to go period pre-definedperiod ) - or on a period from one date to another (calendar selection)

Allows you to restrict the possible target dates of the task : - Active month period pre-definedperiod ) - Current year period pre-definedperiod ) - Last 12 months period pre-definedperiod ) - 12 months to go period pre-definedperiod ) - or on a period from one date to another (calendar selection)

Allows you to restrict the possible milestone target dates: - Active month period pre-definedperiod ) - Current year period pre-definedperiod ) - Last 12 months period pre-definedperiod ) - 12 months to go period pre-definedperiod ) - or on a period from one date to another (calendar selection)

Allows you to restrict the possible start dates of the project: - Active month period pre-definedperiod ) - Current year period pre-definedperiod ) - Last 12 months period pre-definedperiod ) - 12 months to go period pre-definedperiod ) - or on a period from one date to another (calendar selection)

Allows you to restrict the possible end dates of the project: - Active month period pre-definedperiod ) - Current year period pre-definedperiod ) - Last 12 months period pre-definedperiod ) - 12 months to go period pre-definedperiod ) - or on a period from one date to another (calendar selection)

Allows you to filter on a specific day or a specific period , including the date the project was last updated. The pre-defined periods from which to choose are : Current month, Current year, Last 12 months, Next 12 months

Allows you to restrict the possible modification dates of the object: - Active month period pre-definedperiod ) - Current year period pre-definedperiod ) - Last 12 months period pre-definedperiod ) - 12 months to go period pre-definedperiod ) - or on a period from one date to another (calendar selection)

Allows you to search the field Description.

Allows you to restrict the target start dates for the schedule: - Active month period pre-definedperiod ) - Current year period pre-definedperiod ) - Last 12 months period pre-definedperiod ) - 12 months to go period pre-definedperiod ) - or on a period from one date to another (calendar selection)

Allows you to restrict the smoothing start dates of the remaining work : - Active month period pre-definedperiod ) - Current year period pre-definedperiod ) - Last 12 months period pre-definedperiod ) - 12 months to go period pre-definedperiod ) - or on a period from one date to another (calendar selection)

Allows you to restrict the possible effective start dates of the phase : - Active month period pre-definedperiod ) - Current year period pre-definedperiod ) - Last 12 months period pre-definedperiod ) - 12 months to go period pre-definedperiod ) - or on a period from one date to another (calendar selection)

Allows you to select phases with or without children. Choice between : - All - Only with children - Only without children - No children

Select a budget envelope

Selects a status for the phase (to be started, in progress, completed...).

Selects a view summary sheet document linked to the project summary sheet

Allows you to restrict the target end dates for the schedule: - Active month period pre-definedperiod ) - Current year period pre-definedperiod ) - Last 12 months period pre-definedperiod ) - 12 months to go period pre-definedperiod ) - or on a period from one date to another (calendar selection)

Allows you to restrict the possible effective end dates of the phase : - Active month period pre-definedperiod ) - Current year period pre-definedperiod ) - Last 12 months period pre-definedperiod ) - 12 months to go period pre-definedperiod ) - or on a period from one date to another (calendar selection)

Selects a project template with which the projects found were created.

Allows you to select a budget type that will be associated with budgets found via the search.

Selects a group of attributes to which the attributes found belong

Searches for the name of the third-party identifier entered in financial documents

Select a snapshot related to the project you are looking for Ability to select Contains or Does not contain (the snapshot)

Selects one or more phase or milestone related to the object you're looking for. A toggle allows you to include child phases when selecting a parent phase .

Prevents the display of "User login" actions, which can pollute the list of modification histories.

non-technical attribute created by default

Search for the contract number entered in financial documents

Selects the structure link of the financial document to the project or project phases

Allows you to select financial documents related to those found by the filter criterion.

Allows you to define the period budget plans for the current period

Select multiple priorities for tasks

Selects a resource profile from the list Profiles

Allows you to select certain structure values, from among the Hierarchies

Allows you to select a project which is the parent project of the projects found via the search.

This 3-position toggle allows you to filter : - Only parent projects (TRUE position) - Only non-parent projects (FALSE position) - Projects with or without child projects (OFF position)

Displays only active items on the screen. If a project is archived or a user account is closed, then they will no longer appear in the respective lists.

Select values from hierarchies created in the platform.

Selects a budget representation : target, estimated, completed, planned...

Allows you to select a resource which is manager certain elements (phases, projects...). There's a "shortcut": you can click on the resource icon to the right of this filter criterion to filter items only for your user account (logged-in user's resource). Two boxes can be ticked (your phases): - manager If the box is checked, the phases appearing in the list will be those with the logged-in user as phase manager . - Assigned If the box is checked, then the phases appearing in the list will be those with the logged-in user as a team member. It is possible to be both project manager and phase manager , as well as assigned.

Allows you to display either : - only generic resources, - everything except generic resources, - both generic and non-generic resources (if the button is left untouched)

Select one or more resources to be assigned to the required phase .

Select a risk to be associated with the tasks you are looking for

Allows you to search freely for all roles on the platform, but also to search only for general roles, for example. In the end, only one role can be selected. 4 boxes can be checked: - general roles - project roles - roles actions - structure roles by checking this box, the criterion structure profile is displayed (at least in the Users) and it is possible to select one or more structure levels.

Allows you to select one or more platform users from a list and choose one or more project roles from a second list. Example: I choose Sarah, and Gilles who will be Team Member or Project Manager in the projects found using this filter criterion.

Displays only financial documents not attached to a project, or all financial documents except those not attached to a project.

Allows you to search for the name of a beneficiary company entered in financial documents.

Select one or more statuses (e.g. in progress, completed...).

Allows you to select a budget version status to be displayed (active, validated, completed...).

Select one or more project budget request statuses

Select a theme > which must be active in the project(s) found by the search. > which will correspond to theattribute theme (planning, budget...)

Allows you to select a type from the list already established. Only one type can be selected. Example: attribute phase - type, financial document type,exchange type Example: field type - Boolean, numeric...

Select one or more phase types from the list (design, realization, project management...)

non-technical attribute created by default

Select from a list of defined object types

Choose from a list of document types

Select multiple users from the list to filter only those items related to that user. There's a "shortcut": you can click on the user icon to the right of this filter criterion to filter items only for that user's account. (history, your tasks) For task users, it is possible to check 3 boxes: - Assigned If the box is checked, then the tasks appearing in the list will be those for which the selected user is designated as assigned. - Transmitter If the box is checked, then the tasks appearing in the list will be those created by the selected user. - Participant If the box is checked, then the tasks appearing in the list will be those with the user selected in the list of task participants. For exchange users: - Transmitter If the box is checked, the exchanges appearing in the list will be those created by the selected user. - Participant If the box is checked, then the exchanges appearing in the list will be those that have the selected user designated as a participant in the task.

Search by label in a list

Select one or more versions of a budget plan for which a project has made requests.