Setting the Filter in the Multi-Project Monitor

You can set a filter with certain conditions in the multi-project monitor.

Procedure

Open one or more project elements in the multi-project monitor.
Choose Set Filter.
In the structure tree on the left, select the checkbox under Filter for all project elements to which you want to apply the filter. The system automatically selects all lower-level elements of these project elements even if they are not currently visible in the tree.
Select the object types you want to include, for example, projects, phases, or tasks.

Note

If you set the filter for the object type tasks, the system also takes mirrored tasks (see Work with Mirrored Tasks) into account. 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 (see Work with Checklist References) into account. Here, the system only filters the checklist by the condition project element name.

End of the note.
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.

Example
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".

End of the example.
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 partly or completely 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.

Note

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

End of the note.
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.
Select one or more values for the level of severity.
Select one or more values for the priority.
Enter a generic character string for the group and 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.
Select the responsible role type you require. The filter result then contains all the project elements whose responsible role belongs to the role type selected here.
Under Responsible, 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.
Choose Apply to start the filter function.
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 only set for these two object types. The system then displays the following fields that you can use to define additional filter conditions:

Process
Mandatory
Relevant for Approval

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
Degree of Processing

Result

The system displays the filter results in a list. You can restrict the result further as required by choosing Set Filter again. The system retains the previous filter conditions, which you can refine. If you choose Delete Filter, the system displays the unfiltered view with all project elements.