Configure a Saved Filter

Filters reduce the data displayed on a page without deleting or otherwise removing it. Data that has been filtered out is still used for all calculations and reports. Some pages offer saved filters, which enable you to create multiple filters and apply them later.

Filters can be saved as one of three types: Workspace, Project, or Personal. Workspace filters are accessible to all users in the workspace. Project filters are accessible to all users in a project. Personal filters are private and only accessible to the user who created them. Users can view and edit all visible filters for a page, but can only apply a filter if it is accessible by the current view. For example, workspace views can only apply workspace filters, but personal views can apply workspace, project, and personal filters. Project views can apply project and personal views, if applicable. To apply a filter that is not accessible by the current view, you can cut or copy it to a type that is accessible to the view. A fourth filter type, standard, contains read-only filters that come with Primavera Cloud. Standard filters cannot be added, edited, or deleted, but then can be copied to a different type of filter and then modified.

Applied filters are saved to the selected view. On a page without named views, saved filters are saved and applied to the page.

Note: View options may vary per page. The title of the Settings icon may be specific to the grid or detail window that the icon pertains to.

To configure a saved filter:

  1. Navigate to a page, and then select Settings.
  2. In the Manage Views or Settings panel, select the Saved Filters tab, and then select Manage Filters.
  3. In the Manage Filters panel, in the navigation tree, select a filter type, select the Context menu, and then select Add.

    Note: Filters applied in the Manage Filters panel are applied to the currently active view. To change the active view, in the Manage Views panel, select the Context menu next to a view, and then select Set Active.

  4. Enter a name for the new filter.
  5. Do the following to define the filter criteria:
    1. In the Match list, select an option to define the filter conditions:
      • All of the following: Data is filtered only if it matches all the specified rules.
      • Any of the following: Data is filtered if it matches any of the specified rules.
    2. Select Add a filter condition.
    3. In the first empty row, use the following fields to define a filter rule:
      • Field: The data field to which the rule is applied.
      • Operator: The comparison operation for the rule.
      • Value: The value against which the rule compares the data field.
    4. Add rows for each filter rule you want to define.
    5. Add filter groups to define additional sets of conditions.
  6. Apply the view:

    In the Manage Views panel:

    1. Select Save. When selected, you are saving all changes to the current view.
    2. Select Save As. When selected, you can create a new Personal, Project, or Workspace view with a new name in the Save View as window.
    3. Select Apply. When selected, you are returned to the grid. The grid displays any changes you have made; however, those changes are not saved. To save changes select Save or Save As in the View list.
    4. Select Reset.
    5. Select Close.

    In the Settings panel:

  7. Select Save.

Tips