How to filter the Deliverables by Assignee

Settings

The steps described below are the ones when the Enable Work Items Home Page Charts option is enabled by the Administrator in the System Settings workspace, Work Management Settings folder, Global Options tab.

  1. Log in to the HTML5 client.

  2. Select:

    1. The Work workspace, Work Items tab, if you want to filter Deliverables related to a Project.

      Then select a Project in the Project Data Selector.

    2. The Portfolio Work Management workspace, Work Items tab, if you want to filter Deliverables related to a Portfolio.

      Then select a Portfolio Folder in the Data Selector.

  3. Click on the number of open Deliverables in the upper right corner of the Deliverables Chart section to open the Work Item full screen view, Inbox tab.

  4. In the Filters panel, select Assignees.

  5. Click on the ONLY label in order to filter the Deliverables of one Assignee.

  6. To display the Deliverables of several Assignees, select a first resource as explained above. Then click on the More (MoreVertical) button of a second resource and select the Add as filter command.

    Note

    Click on the REMOVE button to remove the filter of the selected resource.

  7. Click on the (search_clear22_md.png) button to close the full screen view.