Availability All Editions

This article describes the view filter settings for the project section of the Portfolio Designer view in Meisterplan.

Filter Fields

You may filter projects by any of the following properties:

Status
Business Goal
Project Manager
Project Source
Any custom project field of the Lookup type for which you have Project Field Rights

Opening Filter Settings

Click the funnel icon above the projects to open the filter settings.

Select the values to display for each field.

Only projects with selected properties will be displayed.

By default, all filters are off. All Selected is the default value for all filters.

When filters are active, the filter icon above the project section will be highlighted in orange.