Filters popup

Upon clicking on the Filters (FilterGrey) button located in the toolbar, the Filters popup is displayed.

On the right-hand side of the popup, a list of the filter categories is displayed (the categories may differ depending on the tab selected). When one of the categories has at least one active filter, a blue icon (Icon_Checkmark_Circle_Blue.png) is displayed next to it.

At the bottom of the panel, the Reset button is displayed, allowing the user to clear all the filtering fields at once.

Status section

Project Status

Allows the user to either display projects depending on their Status (Active, Inactive, or both).

Workflow States

Allows the user to only display projects whose Workflow State has been selected.

Scope section

Natures

Allows the user to only display projects whose Nature has been selected from the list.

Types

Allows the user to only display projects whose Type has been selected from the list.

Managed By

Allows the user to only display projects whose Manager 1 has been selected from the User list.

Owning Organizations

Allows the user to only display projects whose Owning Organization has been selected.

Portfolio Folders

Allows the user to only display projects whose Portfolio Folder has been selected.

Priority Level Under

Allows the user to display only projects with a Priority equal to or less than the indicated number.

Reminder: The lower the number, the higher the priority.

Published Date Before

Allows the user to display only projects with a Published Date that falls before the entered date.

Total Cost Over

Allows the user to display only projects whose Total Cost is above or equal to the entered cost.

Health Score section

Health Score ≥

Allows the user to display only projects whose Health Score is above the entered value.

Health Score ≤

Allows the user to display only projects whose Health Score is below the entered value.

Methodology section

Agile Projects

Allows the user to either display or not display projects whose Use Agile Methodology switch button has been activated.

CCPM Projects

Allows the user to either display or not display projects whose Schedule Method is “Critical Chain”.

Timeframe section

Finish Before

Allows the user to only display projects that finish before the entered date.

Finish After

Allows the user to only display projects that finish after the entered date.

Status Report section

The Status Report section filtering fields allow the user to only display projects whose Status Report indicator has been selected. If no indicator status filter is selected at all, then all the projects will be displayed.

The user can choose the rule for the Status Indicator filtering formula as follows:

  • AND – When selecting filters from several categories, only projects with the selected combination of indicators will be displayed.

  • OR – When selecting filters from several categories, all projects showing at least one of the selected indicators will be displayed.