Project Status Filter

The Project Status Filter, when enabled, will limit the display of Projects to only those which have a desired Project Status.  This will allow you, for example, to limit the displayed Projects to only Projects with a Status of "OPEN" or "REVIEW" while Projects with a Status of "CLOSED" or "IMPORTED" are hidden.

 

To use the Project Status Filter you must first define the Statuses to be included (you only need to do this once -- not every time you start the system). To define the Project Status Filter, first select Utilities | Configuration Options. Within the setup dialog box, click on the Project Status tab and then press the Filter... button. Check the Include checkbox associated with each Project Status that you wish to see when the Filter is enabled and then press Save.

 

Once you have configured the Project Status Filter, you can double-click on the FILTER OFF panel, found on the Status Bar across the bottom of the program's main application screen. When you double-click on the panel, you are asked if you wish to turn the Filter on. Once you enable the Filter, the Filter panel will change to a blue background labeled "FILTER ON". After enabling the Project Status Filter, you will only see Projects with Statuses that match those defined in your Filter. To disable the Filter, simply double-click again on the FILTER ON panel.

 

A few notes about the Project Status Filter:

 

• The system maintains a single Project Status Filter for all users, as opposed to by user or by workstation. So it is a good idea to agree with your colleagues on the Statuses to be included in the Filter; otherwise you will be constantly overriding each other's choices when you configure the Filter.

 

• The Project Status Filter only affects the display of Projects on the screen. Reports are unaffected by the Project Status Filter, whether or not it is enabled or disabled.

 

• Each time the system starts up, the Project Status Filter will be off.

 

• If a Project does not have any Project Status at all, it will be Filtered out from the display when the Filter is enabled.