How do I filter my display?

The filter option in Project Central allows you to control what data is displayed on the page. There are two sets of filters, one is for the data that will be displayed at the top of the page within your project plan. And a second filter for what is displayed when the Team Panel is showing. The Team Panel is only displayed when Resource list is selected under the Display menu.

1. Click Filters

  • Click Filters, the project plan will lower to reveal the filter page.

2. Click Name

Click Name
  1. Click Name, select an operator from the list.
  2. Type a value in the Name field.

Any of: This search operator will return any work item(s\P that contains the word in the Name box. It is not case sensitive.

All of: This search operator will return any work item(s\P that contains all of the words in the Name box. It is not case sensitive.

Exactly: This search operator will return any work item(s\P that match exactly the word(s\P \ in the Name box. It is not case sensitive.

3. Click Type

  1. Click Types.
  2. Select the work types that you want include in your filter.
  3. Click Done.

Note: You can click All to select all of the check boxes or None to clear all of the check boxes.

4. Select Additional Filter Criteria

Select Additional Filter Criteria
  1. Click the field that you want to add to your filter.
  2. Select a search operator.

Blank value: This search operator appears as the default to indicate that there is no search criteria selected for this field.

No value: This search operator will return any work item(s\P that contain a null value for this field.

Any value: This search operator will return any work item(s\P that contain a value for this field.

Select values: This search operator will generate a second dialog box to either search for a value (i.e. a person's name\P or select a value from a list (i.e. a status)

5. Click Work Tag

  • Click Work tag, select the tag you want to use as a filter from the list.

6. Select Dates

You are able to select a start and end date for a project to use as a filter. You have your choice of using any date, or specifying that the date is the Actual, Scheduled or Constraint date.

6.1. Click Start Date

  1. Click Start Date, select the type of date you want to use in your filter.
  2. Select an operator for your filter to control how you will search for the date.
  3. Select a date for your filter that corresponds with what you want to see in your project plan.

6.2. Click End Date

  1. Click End Date, select the type of date you want to use in your filter.
  2. Select an operator for your filter to control how you will search for the date.
  3. Select a date for your filter that corresponds with what you want to see in your project plan.

7. View / Save Filter Settings

View / Save Filter Settings
  1. Review your filter settings.
  2. Click Apply options.

Note: Clicking Cancel will cancel your filter selections.

8. View Filter Results

  • View your filtered results for the project plan.

9. Set Thresholds

Set Thresholds
  1. Click Yellow threshold, type a number in the box.
  2. Click Red threshold, type a number in the box.
  3. Click Apply options.

Note: You can define thresholds to set red or yellow background for different levels of availability. In the above screen shot we have set a yellow threshold of 85 to indicate that a user has been allocated on 85% of their availability with only 15% remaining open to schedule. The red threshold has been set to 100 to indicate the user has met or exceeded their availability.

9.1. View Thresholds

  • View threshold settings applied to the resource list.

10. Change Display

Change Display
  1. Click Display demand as to select how you want the data to be displayed in the resource list.
  2. Click Apply options.

10.1. View Display Demand Effort (in hours)

The above screen shot depicts how effort and availability are displayed when you show resource demand as effort / hours. The period of time displayed in the Gantt chart will align vertically with the effort and availability shown in the Team Panel.

10.2. View Display Demand % Allocation

The above screen shot depicts how effort and availability are displayed when you show resource demand as percent of allocation. The period of time displayed in the Gantt chart will align vertically with the % allocation and % availability shown in the Team Panel.

11. Click Resource Pool

  1. Click Resource Pool. Select No value to find nulls or Select values... to see a list of resource pools.
  2. In the Resource Pool list, select the resource pools you want to include in your filter.
  3. Click Done.

12. Click Role

  1. Click Role, select the roles you want to include in your filter.
  2. Click Done.

13. View / Save Filter Settings

View / Save Filter Settings
  1. Review your filter settings.
  2. Click Apply options.

Note: Clicking Reset will clear all filters.

14. View Filter Results

  • View your filtered results for the project plan.

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