Create basic filter activities
Activity 1 - All projects in the Marketing portfolio
In this activity you will create a project filter named “All projects in the Marketing portfolio” in the Legacy filter experience. This will show you all the projects in the portfolio named “Marketing Portfolio” regardless of their status.
Step-by-step instructions are included below.
Answer to Activity 1
- Navigate to the Projects area from the Main Menu. This shows you a list of projects.
- Click the Filter menu and select Legacy Filters if it’s not already selected.
- Select New Filter.
- Name your filter “All projects in the Marketing portfolio.”
- Click Add Filter Rule.
- Click on the Select a field field and start typing the words “portfolio name.” Then select Name under the Portfolio field source.
- Leave the Equal operator as it is.
- Type “marketing” in the search field.
- Select Marketing Portfolio assuming you have a portfolio of that name you want to filter on. If not simply use the type ahead feature to find the portfolio you want.
- Click Save Filter.
Activity 2 - Projects I own closing this month
In this video, you will create a project filter named “Projects I own closing this month” in the Legacy filter experience. If you’re keeping an eye on a lot of projects, this filter can help you zoom in on the ones that are planned to close soon.
Step-by-step instructions are included below.
Transcript
We’re going to create a project filter named Projects I Own Closing This Month. Before we start, we need to make some assumptions. What do we mean by closing this month? There are a couple of things to consider. Do we want to see projects that have already closed, or that were supposed to close this month? Or do we want to see only projects that are still in progress that are supposed to close this month? It depends on what you want to see, but in this case, we’ll assume that we want to see projects that are not yet complete and that have a planned completion date sometime this month. With that defined, let’s build the filter. Navigate to the projects area from the main menu. And you’ll find the filter dropdown menu here. Click the filter dropdown menu and make sure you have Legacy Filters selected. If you would rather use a new filter experience, you can enable it here. Click on the link below to learn how to use the new filter experience. In this video, we’ll use Legacy Filters. Select New Filter. Name your filter Projects I Own Closing This Month. Click on Add a Filter Rule. Click on the Select a Field field and start typing owner. Now click on the owner ID under the project field source. Leave the equal operator as it is and type dollar dollar in the search field. Select dollar dollar user ID. This is the wildcard for the logged in user. Click on Add another filter rule. Click the Select a Field field and start typing is complete. Then select is complete from under the project field source. Leave the equal operator as it is and select false. Click on Add another filter rule again. Click on the Select a Field field and start typing the word planned. Then select planned completion date under the project field source. Change the equal operator to this month. Click Save Filter and you’re done.
