Project Filter

Custom Project List Filtering is a feature that allows you to create named filters that can be applied to the project list. Use the custom filters to display and sort projects. Users can specify a startup default filter and switch between existing filters or create new filters as needed.

Existing Project Filters are displayed from the Project List > Project Filter command.

• The default filter is indicated with bold text.
• The active filter is indicated with a check mark.
• Filters can be created and edited by opening the Project Filter window.

• The Project List caption includes the name of the applied filter.

• The Project List grid can be further sorted using the column headers.
• To access the Project Filter window, select Project List > Project Filter command > Create or Edit Filters menu option.

Additional Notes:

• The Project List > Project Filter command is also used to select alternate existing filters in the Project Filter window.

• The Project Filter window can be docked and closed by selecting the X.

• Use the Delete key to remove a selected filter criteria record from the grid.

• To enable Save All Filters, set the ShowSaveAllFiltersButton feature flag in the CSDirector.exe.config file to “on.”

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Keywords that can be used in the input column

• Today - represents the current date, allowing date-related filters to be generic. The Today keyword also allows days to be added or subtracted from Today. For example: Today - 2 or Today +10

• User - represents the current logged in user, allowing assignee filters to be generic.

• Facility - replaced with the CompanyID called out in the employee record of the Logon

• Popular filters include:
  • Open Bids
  • My Open Projects (based on employee login and not archived)
  • Projects checked out to me
  • Projects worked on within a time period
  • Projects being worked on by or ready for the Design department
  • Projects ready for production
  • Projects ready for delivery
  • Stale projects, no activity for xx days, based on tasks
  • Projects on Hold

  Using OR in Filters

  The OR operator is considered independently of other filters.

  To improve performance when filtering tasks:

  • Create two independent filters, one for each status.

  • Specify multiple statuses in the Status section of the filter dialog, along with only one statement with the user's name.

  

  Sample filters are shown below.

  

  Related Topics

• Clear Filter
• Create or Edit Filter
• Delete Filter
• Use Project Filters
• Rename Filter