FILTER TYPES

Named filter

There are two types of named filter:

Named filters can be re-used by other functionalities:

  • Views,

  • Favorite displays,

  • Control totals,

  • Events values,

  • Workloads,

  • Events reports,

  • Constraints,

  • Workflows,

  • Import, export and publication,

  • Rights management,

  • Free periods.

Combined filter

Filters may be combined. Therefore one filter can be defined as the condition of another filter.

A resource filter can be used as the criteria for:

  • a resource filter,

  • an events filter.

Selection filters

DEFINITION

This functionality allows you to filter certain selected resources or events, without creating a named filter.

This makes it easier to handle VISUAL PLANNING data.

USE

In the planning view

Right click on a selection of resources > Filter the selection.

Right click on a selection of events > Filter the resources for the selection.

In events view, Gantt events view, Kanban events view

Right click on a selection of events > Filter the selection.

In resource view

Right click on a selection of resources > Filter the selection.

Automatic filter

DEFINITION

An automatic filter is a filter, which is generated automatically for certain types of heading.

Automatic filters are accessible from the Menu Bar.

CONFIGURATION

This functionality is used during the configuration of the heading itself.

Only those headings with a finite range of values, meeting the criteria of this type of filter.

The types of heading possible are therefore:

USE

The use of these automatic filters involves launching them.

This can be done from the menu bar or the context-sensitive menu.

Note

It is possible to select resources by clicking on (Choose) if the heading is a resource-type heading.

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