Investment Filter Views

PMO Accelerator Object Views › Investments › Investment Filter Views

Investment Filter Views

By default, the List Filter view appears on the same page as the List Column view, but the List Filter View is in a collapsed state. You can expand the filter by clicking the Plus icon to see the filter options.

From this view, you can do the following:

Applications

Filter by Application Name, Application ID, OBS Unit, OBS Unit – Filter Mode, Category, Manager, Stage, Approved Status, and Active. By default, Category and Approved Status are set to All, and Active is set to Yes.

Assets

Filter by Asset Name, Asset ID, OBS Unit, OBS Unit – Filter Mode, Category, Manager, Stage, Approved Status, and Active. By default, Category and Approved Status are set to All, and Active is set to Yes.

Ideas

Filter by Idea Subject, Idea ID, OBS Unit, OBS Unit – Filter Mode, Idea Type, Idea Category, Requestor, Planned ROI, Idea Priority, Status, and Active. By default, Idea Type, Idea Category, Idea Priority, and Status are set to All, and Active is set to Yes.

Other Work

Filter by Other Work Name, Other Work ID, OBS Unit, OBS Unit – Filter Mode, Category, Manager, Stage, Approved Status, and Active. By default, Category and Approved Status are set to All, and Active is set to Yes.

Products

Filter by Product Name, Product ID, OBS Unit, OBS Unit – Filter Mode, Category, Manager, Stage, Approved Status, and Active. By default, Category and Approved Status are set to All, and Active is set to Yes.

Services

Filter by Service Name, Service ID, OBS Unit, OBS Unit – Filter Mode, Manager, Stage, Approved Status, and Active. By default, Approved Status is set to All, and Active is set to Yes.

To filter a list of service subscriptions:

Open Home.
From the menu, click Departments.
Select a department and click the Subscriptions tab.
The List Filter view appears by default on the same page as the List Column view in an expanded state. From this view, you can do the following:
- Filter by Service Name, Service ID, OBS Unit, OBS Unit – Filter Mode, Manager, Start Date, and Finish Date.

To view a list of services you can add as a department subscription, click Add. From this view, you can do the following:

Filter by Service Name, Service ID, OBS Unit, OBS Unit – Filter Mode, Manager, Start Date, and Finish Date.