User Profile -- Project Filtering

Filter to limit the number documents to work on, according to the projects referenced in the documents.

Single or Range Selection

Multiple Selection

  1. Click the "Select" pop-up list to choose the category by which to filter.
    SelectTo see
    ProjectDocuments referencing the selected project(s).
    In chargeDocuments referencing the project(s) with the selected "in charge" person.
    Team leaderDocuments referencing the project(s) with the selected team leader.
    NoneDocuments for all projects.
  2. Set the data filter for the document.
    To selectClick
    One projectSingle or Range Selection and set the range from and to the same project. OR Multiple and check the box beside the one project to include.
    A range of projectsSingle or Range Selection and set the range.
    Several projects, not necessarily in consecutive orderMultiple and check the boxes beside the projects to include.

Data for projects not selected will not be displayed in documents until the filter is changed.

Note: The filter range available depends upon the rights set in the Protection Setup. For example, if your security access is to "View project assigned" then the range populated with only your projects. All other projects are omitted from access.