Overview of Work Item Filters
On their time sheets, users click Add Items to add work items directly to their time sheets. They can also build a My Items list. In either case, they select the type of work item—project, task, request, package, or miscellaneous—to add from a drop-down list.
When a user selects Add Project, Add Task, Add Request, or Add Package (but not Add Miscellaneous), a window opens with filter criteria for that work item type. The window for each work item type offers the same set of general filters plus a set of filters that is unique to that work item type.
The same work item filters used for time sheets also apply when creating work allocations, and they cannot be changed independently for work allocations. (All the filters for work allocations appear in one window with a section for each supported work item type.)
Users can specify values for these filters to limit the search results for work items they can then add to time sheets and work allocations. See the Time Management User Guide for detailed information. These filters are collectively listed in Table 8-1. Work item filters.
This section describes how you can add other filter criteria and make them available to users.
Table 8-1. Work item filters
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Filter (*Required)
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Description
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General filters
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Modified in Last x days
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Limits the list of work items to those that were modified within the specified number of days.
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Created in Last x days
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Limits the list of work items to those that were created within the specified number of days.
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Include Closed
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Option to include closed work items in the list of returned work items. Closed work items include the following:
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Project filters a
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Project Name Contains
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Limits the list of projects to those with names that include the specified string.
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Project Resource
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Limits the list of projects to those with a participant list that includes the resource you specify. (Participant lists include resources in the project's staffing profile, resources directly assigned on tasks in the work plan, and summary task owners.)
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Project Manager
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Limits the list of projects to those that have the project manager you specify.
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Scheduled Start From
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Limits the list of projects to those that start on the specified date or later.
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Scheduled Start To
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Limits the list of projects to those that start on the specified date or earlier.
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Scheduled Finish From
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Limits the list of projects to those that finish on the specified date or later.
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Scheduled Finish To
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Limits the list of projects to those that finish on the specified date or earlier.
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Task filters b
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Task Name Contains
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Limits the list of tasks to those with names that include the specified string.
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*Project
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Limits the list of tasks to those in the specified project. The project must have a work plan, and the user must be allowed to log time against the project or its tasks.
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Task Type
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Limits the list to tasks or to summary tasks, or displays both.
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Project Assigned Resource
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Limits the list of tasks to those with the specified assigned resource.
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Task Status
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Limits the list to tasks of a particular status.
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Project Manager
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Limits the list of tasks to those in projects that have the specified project manager.
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Scheduled Start From
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Limits the list of tasks to those that start on the specified date or later.
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Scheduled Start To
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Limits the list of tasks to those that start on the specified date or earlier.
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Scheduled Finish From
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Limits the list of tasks to those that finish on the specified date or later.
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Scheduled Finish To
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Limits the list of tasks to those that finish on the specified date or earlier.
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Request filters
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Request Type c
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Limits the list of requests to those with the specified set of request types.
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Request Assigned To
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Limits the list of requests to those assigned to the specified user.
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Only requests whose assigned group includes me
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If set to Yes, limits the list of requests to those that include the current user in the request's assigned group.
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Request Resource
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Limits the list of requests to those that include the specified resource in the request's resource list.
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Only requests that list me as a resource
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If set to Yes, limits the list of requests to those that include the current user in the request's resource list.
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Request Assigned Group
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Limits the list of requests to those with the Request Assigned Group specified from a list of security groups.
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Request Number
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Limits the requests to only the one with the specified number.
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Package filters
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Package Workflow
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Limits the list of packages to those with the specified workflow.
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Package Number
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Limits the list of packages to those with the specified number.
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Package Assigned Group
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Limits the list of packages to those with the Package Assigned Group specified from a list of security groups.
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Package Assigned To
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Limits the list of packages to those assigned to the specified user.
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a. As an additional project filter, only projects that track time at the project level are displayed.
b. If a project has a work plan and it tracks time at the project level, the task filter returns top-level summary tasks.
c. As described in the Demand Management Configuration Guide, you can use the Security tab on a field in a request type to specify which users and user groups can view and/or edit that field.
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