Samples of custom filters
- Filter: display incomplete cross-project predecessors
- Filter: display incomplete cross-project successors
- Filter: personal tasks
- Filter: display your current projects pending approval
- Filter: display only items in an approval status
- Filter: eliminate items in a list by comparing two fields
- Filter: display parent tasks
- Filter: Proof Approval report to omit previous proof versions
- Filter: create multiple filter rules that reference the same field (“AND” statements)
- Filter: display reports scheduled for delivery
- Filter: display items by same-name statuses when the statuses are associated with different groups
Samples of custom groupings
- Group a report by a multi-select custom field
- Grouping: Home Group of Project Owner in a list of hours
- Grouping: 4-level task grouping for Portfolio Owner, Program Owner, Project Owner, and Project Status
- Grouping: add a fourth grouping to a list
- Grouping: organize list results by a calculated value common to all objects in the grouping
- Grouping: display the result of aggregating multiple calculated values in a grouping
- Grouping: indicate whether the results of a grouping should be collapsed or expanded using text mode
- Grouping: project percent breakdown 1
- Grouping: project percent breakdown 2
- Grouping: projects by Entry Date
- Grouping: Project Sponsor for hours
- Grouping: Project Sponsor for a task list
- Grouping: edit the display name in a grouping
- Grouping: Home Group of Project Owner in a list of hours
- Grouping: task percent breakdown 1
- Grouping: task percent breakdown 2
- Grouping: tasks by portfolio, program, and project