Filtered planning views

Using filtered views you can load and save projects, which are filtered according to specific criteria. The crucial difference from normal planning views, is not that the projects from the planning stage, but projects that match the filter are loaded.

To use the filtered planning views, you must first apply the option, save view in planning and select dialog.

Save planning view

After you enable the filter the various search / filter criteria are displayed.

Save planning view with fiilter

Short name	Sets the label for the view
Long name	Defines the name for the view
Commentary	Commentary for the view
Private/public	Defines whether the view is visible only for personal users, or all users.
Use filter	Enables/Disables the filter function for the view
Startdate from	Filter for the start date of the projects
Enddate till	Filter for the end date of the projects
Status from	Filters the projects and determine which status the projects are loaded.
Status till	Filters the projects and defines to what status the projects are loaded.
Responsible user	Loads only projects with the selected responsible user
Category	Filter for project categories
Characteristic bar	Filters for characteristic bar, only projects with the selected set of properties and options chosen are loaded, an option field is left blank, this field is ignored when loading.

Planning - Working with the planning

Filtered planning view