How To Filter a Project

Filtering a Project

Filtering can be done within the Playbook menu or an individual Target. 

Located at the top of the screen, the "Filter" button serves as a toggle to open and close the filtering parameters.  Parameters include Project, Workstream, SubWorkstream, the remaining hierarchies, Owner, Tag, etc.  

  1. Open a Target and navigate to the Activity Map page or navigate to the Playbook/Program/Activity Map menu.  

    In the below example, we'll filter on a Target.
  2. Select Filter.
  3. Review the filtering parameters and then click the drop-down menu choice for the fields that will be filtered.

  4. Select Apply Filter.

  5. Results are displayed.

  6. Continue working on this page or add additional filtering parameters.

  7. When done reset the page, by pressing the Reset Filter button.