Centercode/Connect Help/User Management

How do I create, modify, or remove a Filter for Project Users?

Ben Nicholas
posted this on August 30, 2010 16:11

From the Project Homepage:

Create Project User Filter:

  1. Click the Project Tools link on the left hand menu.
  2. Click the Users button in the main body area.
  3. Click the New link to the right of the Filter drop down list.
  4. Select the desired Data Set, Item, Default Qualifier, and optionally a Default Value.
  5. Click the Add To Filter button at the bottom of the Available Filter Items section.
  6. Repeat steps 3 and 4 until all desired Filter criteria have been added to the Filter.
  7. Complete any other desired Filter Options.
  8. Click the Create Filter button at the bottom of the page.

You have successfully created a Project User Filter.

Modify Project User Filter:

  1. Click the Project Tools link on the left hand menu.
  2. Click the Users button in the main body area.
  3. Select the desired Filter from the Filter drop down list.
  4. Click the Modify link to the right of the Filter drop down list.
  5. Modify the existing Filter as desired.
  6. Click the Update Filter button at the bottom of the page.

You have successfully modified a Project User Filter.

Remove Project User Filter:

  1. Click the Project Tools link on the left hand menu.
  2. Click the Users button in the main body area.
  3. Select the desired Filter from the Filter drop down list.
  4. Click the Modify link to the right of the Filter drop down list.
  5. Click the Delete Filter button on the bottom right side of the page.

You have successfully removed a Project User Filter.

Requirements

  • Manage Users Role
  • Moderate Filters Role (to modify or remove)
  • Create Filters Role (to create)

Notes

  • Beyond your Data Set selection, most filter items are dynamic and defined by your implementation. For example, choosing a Data Set of Project Notices will compile a list of your available Notices to filter off of. Other Data Sets, such as Key Dates, include more static Items.
 
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