Using Project Filters

Using Project Filters

About Project Filters

Project filters help you track and measure progress within a specific scope of work in your organization. By applying these filters, you can continuously monitor your project's progress over time and analyze various business and operational aspects such as:

• Resource Allocation
• Work Progress
• Project End Date Forecasting
• And More

Utilizing project filters provides valuable insights into your projects, enabling better planning and decision-making.

Types of Project Filters

There are two types of project filters you can save:

1. Project: Use this filter type when your project has a well-defined business scope and a specific delivery end date.
2. Filter Set: Choose this type to track a set of activities that may not have a defined end date. It's ideal for grouping tasks bundled together for monitoring purposes.

Filter Visibility

Filter visibility determines who can view and use a saved project filter. There are two visibility settings:

• Private: Only the creator of the project filter can view and edit it.
• Public: Anyone with access to Forecasting, Resource Allocation, and Investment Strategy can view this filter. However, only the filter creator can edit it.

Project Filter Menu

The Project Filter Menu is available in the following modules: Forecasting ,Allocation and Investment Strategy and will be located next to the "Apply Filters" button in the upper-right corner of the screen. It appears as a blue box with a down arrow.

Project Filter Definition Area

The Project Filter Definition Area refers to the rectangular gray border surrounding the active project filter. This area displays the current filter settings and provides options for managing the filter.

View and Manage Filters Modal

Located within the Project Filter Menu, the View and Manage Filters modal allows you to:

• View all the project filters you have access to.
• Manage and Edit project filters you own.

Tabs in the Modal

The modal contains two tabs:

1. Projects
2. Filter Sets

Each tab displays filters of the respective type.

Information Displayed

Under each tab, you can see the following information:

• Project Name: The name of the saved project filter.
• View: The filter visibility status (Public or Private).
• Target (Projects tab only): The target date for delivering the project.
• Owner: The creator and owner of the project filter.

Note: Clicking on a project filter row will open it in the respective module.

Permissions

• Hovering over a project filter row will display options like Delete and Edit (represented by icons) based on your permissions.
• If you do not see any options upon hovering, it means you can open the filter but do not have edit permissions.

Creating a New Project Filter

1. Define Filters: Set up the filters that represent the project scope you want to track.
2. Preview Data: Click the "Apply Filters" button to preview the data returned by these filters.
3. Save the Filter:
   1. Click the Project Filter Menu
   2. Select "Save Filter" from the dropdown.

• Choose the filter type.
• Fill in the required fields (e.g., name, visibility).
• Click "Save" on the form.

The new project filter is now saved and available under the "View and Manage Filters" option in the menu.

Important Note: Saved project filters are saved without any timeframe. When applied, they use the selected timeframe present in the module at that time.

Editing an Existing Project Filter

1. Open the Filter:
2. Click the Project Filter Menu.
3. Double-click on a project filter name to open it.
4. View Filter Settings:
5. Click the arrow next to the project filter name to view the defined filters.

   

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6. Update Filters:
7. Modify any filter settings as needed.
8. Save Changes:
9. Click the "Save" button located in the upper-right corner of the Project Filter Definition Area.

Important Note: If you do not see the "Save" button after making changes, you do not have edit permission for this project filter. Use the "Duplicate Current Project" option to create a new filter based on the selected one, which you can then edit.

Editing Project Filter Properties

You can edit the properties (e.g., name, visibility) of a project filter in two ways:

1. From the Filter Definition Area:
2. • Open the project filter.
   • Click on the "Edit" icon located within the Project Filter Definition Area.

     

3. From the View and Manage Filters Modal:
4. • Open the Project Filter Menu and select "View and Manage Filters".
   • Hover over the project filter and click on the "Edit" icon in the rightmost column.

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Important Note: If you do not see the "Edit" icon, you do not have edit permission. Use "Duplicate Current Project" to create and edit a copy.

Duplicating a Project Filter

Use the "Duplicate Current Project" option when you want to edit or change an existing project filter but lack the necessary permissions.

• Available under the Project Filter Menu.
• Creates a new project filter based on the selected one, which you can then edit and save.

Deleting a Filter

1. Open View and Manage Filters:
2. • Click the Project Filter Menu.
   • Select "View and Manage Filters".
3. Delete the Filter:
4. • Hover over the project filter.
   • Click on the red " Bin" icon in the rightmost column.

Important Note: If you do not see the "Red Bin" icon, you do not have permission to delete the filter.

Permissions: Project filters can only be deleted and edited by the filter creator or a platform administrator.

Using Project Filters

Project filters can be used across multiple modules:

• Forecasting
• Allocation
• Investment Strategy

They help present different business and operational aspects of the same project.

Switching Between Modules

1. Select and Open a Project Filter.
2. Access Module Options:
3. • Click on the diagonal arrow icon located in the Project Filter Definition Area.

1. Choose a Module:
2. Select the module you want to apply the filters to.

You will be redirected to the selected module with the project filters applied.

Sharing Project Filters

• Share via Link: You can share project filters by copying and sending a link.
• Access Requirements: Recipients must have proper permissions to access the respective module.
• How to Share:
• • Open a project filter.
  • Copy the URL from the address bar.
  • Share the link with other users.

Note: When the recipient uses the link, they will be directed to the relevant module with the selected project filter applied.

Additional Tips

• Permissions Matter: Always be aware of your permissions. If you cannot edit or delete a filter, consider duplicating it.
• Consistent Naming: Use clear and descriptive names for your project filters to make them easily identifiable.
• Regular Updates: Keep your project filters updated to reflect any changes in project scope or requirements.
• Collaboration: Use public filters to collaborate with team members, ensuring everyone has access to the same project scope.

By effectively using the save filters feature, you can enhance project tracking and gain deeper insights into your organization's operations.