Creating a new view in PWA

[Missy]

When creating a new view in PWA (Manage Views), is it possible to create a
custom filter like the one in Project Center>Filter>Custom Filter then you
type your own values in there?

At the moment, when I create my new view you can create a custom filter but
it uses outline codes.

Thanks

 

[Gary L. Chefetz [MVP]]

Missy:

Unfortunately, filtering is limited to outline codes in the Project Center.

 

[Missy]

Thanks for the response Gary

Missy:

Unfortunately, filtering is limited to outline codes in the Project Center.

 

[Missy]

Actually Gary,

I don't know if you will read this post again but its worth a try. You know
how you said you can only filter using outline codes when creating a new
view, would you be able to filter the values that i want using outline codes
when creating a new view? If so, how?

Thanks

 

[RickD]

Perhaps I'm misunderstanding the issue but you can filter on anything as long
as it's a selected field within the view. For instance, if your view has %
Complete, you can set the filter in the View definition to only select
projects or tasks that are less than 100%. When a user accesses that view,
they can change or add to the filtering (i.e < 100% AND Department =
Marketing).

 

[Missy]

RickD,

Thank you for the response. You are right, you are able to do a custom
filter in Project Center, Options, Filter, then typing in the values you want.

I want to be able to create a new view and apply a filter in that view so
everytime you open the new view, it will have already filtered the values I
want without having to click around in the Project Center view. Hope that
makes sense. Do you have any ways to go around it?

 

[RickD]

You can predefine the view with the filter. There is a limitation on the
number of variables though. If you need more, or regardless of whether it is
pre-defined, you can set up the filter you want within a user session and
then "Save Link". This will provide a mechanism for a custom view that always
applies the requested filter. This technique obviously becomes an educational
issue because you have to inform all your users how to customize a view and
how to save the link. This is not a bad thing however. Users should know how
to do that anyway to gain the most beneft from MPS/PWA.

 

[Missy]

RickD

Hey thanks for that! I didnt even realise there is a 'Save Link' Option.
This is really good. You have helped me alot.

Thanks Again!