Selection Set Drop-Down List on Projects Pane
Use the drop-down list at the top of the Projects pane to specify search filters for your project list, or to create custom searches via New Selection Set.
By default, the drop-down list displays the last search criteria used. For example, if the most recently used selection set search was Project Manager, the drop-down defaults to that view:
Option | Description |
---|---|
Project Manager | This returns all active projects that you can access and to which you are assigned as the project manager. This only applies at the project (WBS1) level. |
Principal-in-Charge | This returns all active projects that you can access and to which you are assigned as the principal. This only applies at the project (WBS1) level. |
Supervisor | This returns all active projects that you can access and to which you are assigned as the supervisor. This only applies at the project (WBS1) level. |
Organization Level | If your firm uses Vision Organizations, the organization levels that display depend on the number of levels that are defined in your firm's organization structure (0-5). Select a level to view active projects that are assigned to the organization level. |
New Selection Set | Use this option to create a custom project search. |
Parent topic: Selection Sets Overview