Customized filter

 

Within some of the functionalities provided by VISUAL PLANNING, it is possible to create filters without having to proceed via “Settings > Filters”. These filters are called “Customized filters”.

The customized filter can be either a resource or an events filter. The filtering criteria used are the same as those for the named filters.

Customized filters are only visible and can only be used within the functionality within which they were created. However, it is possible to name these filters and then re-use them throughout VISUAL PLANNING.

For example, take the events report.

An events report is based on a dimension, it is possible to filter the resources in this dimension using a customized filter. To do this, simply choose “customized” from the drop-down list.

customized filter 01

The following window opens. You must defined the filter criteria as you do for named filters.

customized filter 02

RENAMING A CUSTOMIZED FILTER

 

Once the criteria have been defined, a filter may remain customized, or may be renamed. To do so, click on “Customized” and two buttons will appear. Click on the left-hand button.

vp7_en_filtre_personnalise_renommage

Name the filter then click OK.

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