Filter project table view

Use filters to quickly focus on specific projects in the Projects table based on status, program, or other criteria.

📝Overview

Purpose

Narrow down the project table list to quickly find projects that match specific criteria
Improve visibility and efficiency when managing many projects

Who is this for

Users who want to review and focus on a subset of projects based on certain criteria

Pre‑requisites

Projects already existing in the platform

Permissions required

View access to projects

📹Demo walkthrough

💭How‑to guide

Step 1: Open the filter panel

On the Projects module, click on the 'Filter' button on the upper-right corner of the Projects table. This will display a panel of available filter categories.

Step 2: Select filter criteria

Choose the fields you want to filter by. In this example, we will filter using the 'Type' column, which contains project types such as BAU ort Project, and we want to see only BAU projects. To do this:

Look for the field: Type
Select crietia: Matches
Selection option: BAU

✍️ Note: If a column is hidden, it will not appear in the filter criteria. Make sure the column is visible if you want to filter by it.

Step 3: Apply filters

Select 'Apply' once you've configured your criteria. You will see the projects table view reflecting only the projects that match the set criteria.

✍️ Note: Filtered views are temporary and will revert if you navigate away. To keep this view for future use, save it as a new tab. See Manage project customized tabs for more information.