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Procedure documentationSetting the Filter

 

By setting a filter, you reduce the number of project elements displayed in the Structure view of a project. The filter conditions vary according to which project element types you choose to filter. You can call the filter function from the Detail subview, the Table subview and the Graphic subview of the project structure. Depending on your Customizing settings, the system filters either all project elements, or only the project element selected in the structure tree, including its subordinate project elements.

Prerequisites

  • If you want to apply the filter to all project elements, regardless of the element or subtree you have selected in the structure tree, you must implement method SET_FILTER_CONTEXT_ROOT in Customizing for Project Management under Start of the navigation path Structure Next navigation step BAdI: Make Settings for the Structure Tree End of the navigation path

  • If only milestone tasks are to be filtered out when you set the filter condition Milestone, activate the master switch 0015 Filter for Milestone Tasks in Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Basic Settings Next navigation step Override Default Global Settings End of the navigation path. As a result, the system automatically deselects all project element types apart from tasks when you set the Milestone indicator in the Set Filter dialog box.

Procedure

  1. In your project, go to the Detail subview, the Table subview or the Graphic subview of the Structure view.

  2. If only the selected subtree of the project structure is filtered in your system (see section Prerequisites), select the project element you want to filter with its subordinate elements from the structure tree.

  3. Choose Set Filter (Set Filter).

  4. Select the project element types you want to filter, for example, Projects, Phases, or Tasks.

    Note Note

    If you select Tasks, the system also takes mirrored tasks into account (see Work with Mirrored Tasks). Since mirrored tasks do not have all the attributes of a task, the system only filters them using the conditions Project Element Name, Time Frame, and Status.

    If you select Checklist, the system also takes checklist references into account (see Work with Checklist References). The system only filters these using the filter condition Project Element Name.

    End of the note.

  5. Select further filter conditions for the project element types you have chosen. Note the following:

    • You can enter a generic character string in the text fields Project Element Name, Group and Search Field. Use the standard wildcard characters. The character * represents any character string and the character + stands for any character. The system does not differentiate between upper and lower case.

    • You can select multiple entries from most list boxes, such as Status, Level of Severity, or Resp. Role Type.

    • If you specify a time frame, the system displays all project elements in the filter result whose time frame (calculated start date to calculated finish date) is partly or completely within the time frame specified. Depending on your user settings, the system uses the earliest or the latest dates of the project elements (see Making User Settings).

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

    • With the filter condition Status, you can filter your project elements according to both system statuses and customer statuses from the status profiles that are used in the project structure.

    • If you specify the responsible role type, the filter result contains all the project elements whose responsible role belongs to the role type selected.

    • With the filter condition Milestone for tasks, you can filter out the milestone tasks of your project.

      Depending on your Customizing settings, all other project element types are deselected automatically in the filter, or you have to deselect them manually (see Prerequisites).

  6. Choose Apply to start the filter function.

Result

If you have called the filter from the Detail or Table subview, the filter result is displayed as an ALV list in the Table subview. You can use the filter function in the ALV list to further restrict the result.

If you have called the filter from the Graphic subview (Gantt chart), the filter result is displayed within the Gantt chart. You can further restrict the result by choosing Set Filter again. The system retains the previous filter conditions, which you can then refine. The filter function applies to the same project elements that were previously filtered. It does not apply to the project element currently selected in the filter result.

By going to the Detail subview or choosing Structure View within the Table subview, you can display the unfiltered project structure while retaining the filter conditions.

To reset the filter conditions, choose Delete Filter (Delete Filter).