PMO Accelerator Object Views › Project › Project Filter Views

Project 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:

Projects

• Filter by Project Name, Project ID, OBS Unit, OBS Unit – Filter Mode, Project Type, Project Category, Manager, Stage, Scheduler, Approved Status, Template, and Active. By default, Project Type, Project Category, Scheduler, and Approved Status are set to All, Template is set to No, and Active is set to Yes.

Programs

• Filter by Program Name, Program 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 investments you can add as subprojects:

1. Open Home.
2. From the menu, click Projects or Programs.

   Open a project or program. The Properties page appears by default.

3. From the content menu, click the Subprojects link.
4. Click the Add button.

   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 the Investment Name, Investment ID, OBS Unit, OBS Unit – Filter Mode, Investment Type, Manager, Approved Status, Template, and Active. By default, Investment Type and Approved Status are set to All, Template is set to No, and Active is set to Yes.

To filter a list of projects you use as a template:

1. Open Home.
2. From the menu, click Projects.
3. Click the New from Template button.

   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 Project Name, Project ID, OBS Unit, OBS Unit – Filter Mode, Manager, Template, and Active. By default, Template and Active are set to Yes.

To filter a list of projects or programs you can associate to a release:

1. Open Home.
2. From the menu, click Releases.
3. Open a release.
4. Click the Link button.
5. In the Select Link Option, click Choose Existing.

   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 Project Name, Project ID, OBS Unit, OBS Unit – Filter Mode, Manager, Approved Status, Template, and Active. By default, Approved Status is set to All, Template is set to No, and Active is set to Yes.

To filter a list of projects from which you can associate a task or requirement:

1. Open Home.
2. From the menu, click Requirements.
3. Open a requirement.
4. Click the Link button.
5. In the Select Link Option, click Choose Existing.

   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 Project Name, Project ID, OBS Unit, OBS Unit – Filter Mode, Manager, Approved Status, Template, and Active. By default, Approved Status is set to All, Template is set to No, and Active is set to Yes.