Creating Project "Filters"

The Filter function allows users to determine which activities will be shown in the Gantt Chart based on selected activity attributes. SmartPM™ comes with numerous useful Filters built-in and also allows for custom Filters. To apply a Filter, toggle the Filter Toggle Switch to turn “On” and then navigate to the Filter menu.

To activate a pre-loaded filter, simply select the filter and click “Apply”

To create a New Filter:

1. Navigate to the Filter menu
2. Click the blue Create New button
3. Enter the Filter’s name in the “Name” field
4. Select if you would like the Filter to be available for All Project Scenarios or just the Current Scenario
5. Click the “And/Or” drop-down menu and select “And” or “Or”
   1. “And” Filters –Activities must fit all defined parameters in order to be displayed in the Gantt Chart
   2. “Or” Filters –Activities must fit at least one of the defined parameters to be displayed in the Gantt Chart
6. Click the "ADD NEW FILTER" text to add a parameter
7. Click the drop-down menu in the Parameter column and select which Attribute this Parameter will be based on.
8. Click the drop-down in the "Is" column and select the desired type of status of the Attribute(s)
9. In the Value column, enter or select the status of the Attribute(s) desired
10. If the type of status is a range, enter or select the top of the range in the HighValue Column
    1. To delete a Parameter, select the Parameter to be deleted and click the Red Trashcan Button
11. Once all Parameters are entered, click “Save & Close”