Display Assignments Based on Specific Criteria

Create your own custom filter to display specific assignments.

To display specific assignments:

  1. Click the All Assignments icon in the toolbar.
  2. Select one of the appropriate predefined options, or choose Custom Assignment Filter to define your own criteria.
    If you choose Custom Assignment Filter, a dialog is displayed where you can set the following criteria:
    Field Options
    Logical Operator
    • And
    • Or
    • Not And
    • Not Or
    • Add Group
    • Add Condition
    • Remove
    Click this icon to add a column. You can add one or multiple columns to the filter criteria.
    Note: Column options depend on the available columns in the PG or RG.

    Calculated columns such as Actuals After date, Actuals To date, Allocated After date, and Allocated Amount After date are not included in the options.

    Operator Select a filter option to refine your search on the column. For example, if you want to display assignments that begin with the letter T, select Begins With.
    Note: Available operation options depend on the column(s) you selected.
    Input Value Enter a value that corresponds with the selected operator. For example, if you want to display assignments that contain the word Analysis, select the Contains operator and type "Analysis" as the input value.
  3. If the criteria satisfies your requirements, click OK to display the filtered assignments. Alternately, you can click Clear to remove all selections.
    The label of the assignment filter drop-down changes to indicate the criteria that you applied, such as Assigned in Visible Period. If you specified a custom filter, it displays Custom Assignment Filter. The (filter in use indicator) is displayed in the toolbar. When no filter is in use, the assignment filter drop-down displays All Assignments.