This article describes the view filter settings for the project section of the Portfolio Designer view in Meisterplan.
You may filter projects by any of the following properties:
- 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.
Selecting Filter Values
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.