Setting the Filter 

Use

You can set a filter with certain conditions for project elements. The system then filters the project element you selected along with its lower-level elements. You can call the filter function from all views in the cProjects application, for example, from the table view or from the Gantt chart.

Procedure

       1.      Open a project.

       2.      Select the project element you want to filter with its lower-level elements, from the tree structure.

       3.      Choose Set Filter.

Select the object types you want to include, for example, projects, phases, or tasks.

If you set the filter for the object type tasks, the system also takes into account mirrored tasks. Since mirrored tasks do not have all the attributes of a task, the system only filters the task by the conditions project element name, time frame, and system status.

If you set the filter for the object type checklist, the system also takes checklist references into account. Here, the system only filters the checklist by the condition project element name.

       4.      Enter a generic character string as the project element name. You can use the standard wildcard characters here. The character * represents any character string and the character + stands for any character. The system does not differentiate between upper and lower case.

If you enter Proj*, the system filters by all project elements whose names start with "Proj", for example, "Project A", "Project B", or "proj. xyz".

       5.      Select a start and finish date for the time frame. The system then displays all projects in the filter result whose time frame (calculated start date to calculated finish date) is completely or partially within the time frame specified. The system uses the earliest or latest dates that are defined in the user settings to calculate the start and finish date.

The filter condition time frame is not relevant to checklists or checklist references because these project elements do not have any dates.

       6.      Select one or more values for the status. The dropdown list contains system statuses and customer statuses from the status profiles that are used in the project structure.

       7.      Select one or more values for the criticality level.

       8.      Select one or more values for the priority.

       9.      Enter a generic character string for the group and for the search field, as required. You can use the standard wildcard characters here. The character * represents any character string and the character + stands for any character. The system does not differentiate between upper and lower case.

   10.      Select the responsible project role type you require. The filter result then contains all the project elements whose responsible role belongs to the project role type selected here.

   11.      In the Responsible field, select a person or business partner who is responsible for the project elements to be filtered. You can use the search help to do this by searching for the person or business partner by their role, user, or name.

   12.      Choose Apply to start the filter function.

   13.      Choose Cancel if you do not want to start the filter function.

 

If you choose Reset Filter, the system resets the filter to the initial conditions.

 

If you set the filter for tasks and/or checklist items, the system shows attributes that you can set for these two object types only. The system then displays the following fields that you can use to define additional filter conditions:

●      Process

●      Mandatory

●      Relev. for App.

If you set the filter for tasks, the system shows attributes that you can only set for tasks. The system then displays the following fields that you can use to define additional filter conditions:

●      Milestone

●      Task Type

●      Percentage Complete

 

Result

If you called the filter from the detail view or table view, the filter result is displayed as an ALV list in a popup. You can use the filter function in the ALV list to restrict the result further if necessary.

 

If you called the filter from the graphical view (Gantt chart), the filter result is displayed within the Gantt chart. You can further restrict the result as required by choosing Set Filter again. The system retains the previous filter conditions, which you can refine. The filter function applies to the same project elements as were previously filtered; the project element you originally selected along with its lower-level elements. It does not apply to the project element currently selected in the filter result. If you choose Delete Filter or you go to the detail view or table view, the system displays the non-filtered view with all project elements again.