Filter

Use the Filter function to select criteria and only display information meeting those conditions.

The Filter function is most helpful when looking for specific information within a large database or wanting to reduce the records displayed to only those specific teams, projects, etc.

The software has 3 types of filters; basic filters (for most views), Project Assignments view filters and Limited Access Group filters.

This topic describes how to use basic filters.

Notes:

When a filter is applied, the Remove Filter button is enabled in the toolbar, and in some views "Filter Applied" is displayed in the view's title bar.
Filters created in a view are personal and are not applied to other users.
When a filter is applied, it returns data from all the pages in that view.
Basic filters are temporary and cannot be saved.

To apply a basic filter:

Select a view.
Click the Filter button on the toolbar.

A Filter window opens containing 2 tabs: Basic and Advanced.
Use the Basic tab to apply a filter against one or all the fields displayed in the Filter window. When criteria is selected for more than one field, the filter will return only the data that matches all the selected criteria (an AND operation). Note that the drop-down fields displayed in the Basic tab do not necessarily correspond to the columns displayed in the view.
1. Select criteria from one or more drop-down lists.
2. Press OK to view the results.

Use the Advanced tab to apply a more refined filter against the view's primary column.
1. Select a logical operator ( =, <, >, <=, >=, <> ) from the first column.
2. Enter the filter criteria text in the second field.
3. (Optional) If a second filtering criteria is necessary, select a logical operator from the middle drop-down list (AND, OR) and select/enter data for the 4th and 5th fields.
4. Press OK to view the results.

To remove a filter:

Click the Remove Filter button on the toolbar.

OR
Move to a different view.