FILTER

 

A Filter is a request, used to search for certain data based on defined criteria.

You can filter resources or events.

The general principle of a filter (resource or event) is as follows:

  • A set of requests, grouped in “grouped conditions”,
  • Each request includes:
    • A characteristic of a resource or an event,
    • An operator,
    • A value (potentially “to be requested”).
  • All the conditions for a group respecting the INTERSECTION or UNION of the group.
  • We can group (or de-group) the grouped conditions together.

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 Schedule view

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

selection filter

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

selection filter 2

In the Events view, Gantt events view, Kanban events view

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

selection filter 3
In resource view

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

selection filter 4

Automatic filter

DEFINITION

 

An automatic filter is a filter that 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.

automatic filter 1

Note

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

USE

 

Triggering a filter

A filter is triggered by via the menu bar at the top of the screen.

The results of an applied filter can be seen directly in the view being used.

 

Use in the planner

It is possible to display a list of all the functionnalities in which the selected filter is used.

To do so, go to the Global Settings then right-click on the filter > Used in :

automatic filter

The following window appears and show where the filter is used in the planner:

filter used in

It is then possible to directly modify the functionnality from this window.

If the filter is not used in any function, this message appears :

automatic filter 4
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