Project filters

Filter tab management

What's the purpose of filter tabs?

Filter tabs, at the top of the project lists, allow you to create multiple views on your data. By default, the first filter tab will not contain any actual filter and will display all of your non-archived join projects. You can always keep this tab, but you may also want to add new filter tabs to focus on certain type of projects:

  • Projects with project lines using a certain category of products
  • Project lines where a certain milestone is delayed
  • Projects owned by your partners
  • etc.

There are no limits to how many filter tabs you can have and they are saved between sessions. 

Creating a new filter tab

Adding a new filter tab is as simple as clicking on the + button at the end of your list of filter tabs. 

Note: while there are no limits to the number of filter tabs you have, Winddle recommends to either re-use filter tabs and/or delete non-used filter tabs for convenience. It is always possible, and usually very fast, to completely change a filter tab to suit your current need.

Adding a filter within a filter tab

When a new filter tab is created, it contains no filter, selecting this tab will show all of your currently non-archived projects. To make it useful, you need to add at least one filter.

Note: when adding two filters on the same field, they get combined and the filter becomes a OR rather than an AND between the two values.

  1. Open the filter tab settings window for the filter tab you want to modify (here, the filter tab has been named SS15)



  2. Select the group that contains the filter you are interested in (see later in this article for a short description of each group of filters)



  3. Select the field you are interested to filter on 



  4. Select your operator (optional, depends on the field) - here, the selected field (season code) is a simple text, there are no operator to select.
  5. Enter your constraint (depends on the field)
  6. Click on the + button to add your constraint



  7. The filter should now have been added to the list of filters for this filter tab.



  8. Click on  (if this isn't the current view) or  (if this is the current view) to save your changes and refresh the current list of projects.

Note: as a partner working for multiple companies, you may have an extra step of selecting the company to which the field belongs. This is only for fields which are based of a specific object (such as a milestone, a checkpoint, etc) or for fields which are only enabled for one of your partner companies.

Removing a filter

Removing a filter is very similar to adding a filter:

  1. Open the filter tab you want to edit
  2. Click on the  next to the filter you want to remove
  3. Click on  (if this isn't the current view) or  (if this is the current view) to save your changes and refresh the current list of projects.

Renaming a filter tab

To rename a filter tab, open the filter tab view, click on the name, change it in the popup which has opened and then validate your change.

Deleting a filter tab

To delete a filter tab, open the filter tab view, then click on the button.

Changing the sorting

The sorting of the projects can be controlled from the spreadsheet view or from a filter tab. 

From a filter tab, open the filter tab view, then click on field name next to Sorting By and select a new field.

To control the direction of the sorting, click on the  next to the field name used for sorting.

Once a change has been made, click on  (if this isn't the current view) or  (if this is the current view) to save your changes and refresh the current list of projects.

Project filters

In addition to Project fields which are described on the Project Home page, the project group for filter tabs also include an ownership filter which allow to filter projects based on their project managers:

  • Owned by me: you are the project manager
  • Owned by my company: you or someone else in your company is the project manager
  • Managed by my partners: you have joined a project managed by someone in another company

Project line filters

This group contains filters on all the project lines enabled fields (custom or not) as well as a few other filters, described below.

Due date

This is a filter on the ending date of the project line. It is a date filter, and as such, propose a few operators:

  • Equals/Greater Than/Less Than/Between: the due date of the project line satisfy the selected condition
  • Months of year: the due date of the project line is in the same month and year as the ones selected
  • Quarter of year: same as Months of year but based on quarters
  • Rolling days: allow to find project lines with a due date between Today - X days and Today + Y days.

Status

This is a simple filter on the status of the project line (completed, delayed, not started or in progress).

Milestone status

With this filter, you need to select both a milestone name and a milestone status and it will filter on all the project lines having both a milestone with that name and the selected status. 

Checkpoint filters

This group contains some filters used to select project lines within projects based on the existence of at least one checkpoint with a specific condition.

Checklist name

This filter will select all the project lines having at least one checkpoint in a checklist of the given name. 

Checkpoint name

This filter will select all the project lines having at least one checkpoint with the given name. 

Checkpoint group

This filter will select all the project lines having at least one checkpoint whose master checkpoint has been tagged to belong to a group having the given name.

Not validated

This filter will allow you to select one of your company (or your partner's) master checkpoints and will allow you to see all the project lines which both have at least one instance of this checkpoint and this checkpoint isn't currently validated. 

Validation date

This filter works similarly to the Not Validated filter,  however, this time, it selects project lines where the checkpoint exist and has been validated at a date that satisfy the constraint (see the Due Date filter for a description of those operators).

Product filters

All the product filters apply to the Project Line's product. Filtering Projects per product name will thus extract all the Projects with at least one line whose product has the filtered name.

When selecting the advanced option include variants, any filter set on a product field will also be applied to the variants which have been selected for the project lines within the project:

Note: it's currently not possible to combine filters on both Products and Variants. When filtering by product name and product color, if the Include variants? option has been selected, it'll will only pull projects whose projects line have a product with the given name and color and/or variants with the given name and color, it will not find project lines where the product has the correct name and the variants have the correct colors.

See the product list filters article for a description of the available filters on products.

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