List of Available Filters

This topic lists all the filters that you can apply to each page of Project Intelligence, either by adding them from the refine panel or from a chart.

On pages that show charts based on several types of objects that are related to one another, filters impact all of these objects. For example, if you refine on high impact and high probability risks from the Risk Probability vs Impact chart of the Risk Analysis page, the Action Plan will also be affected by the filters and will only display tasks that are related to these high impact and high probability risks.

This page discusses:

Overview Page

This section lists all the filters that you can apply to the Overview page.

Filter Field Affected Object Types
Collaborative space collaborative space Project and all linked objects
Classification classification Project and all linked objects
Maturity state current of the project Project and all linked objects
Owner owner of the project Project and all linked objects
Program Name name of the linked program Project and all linked objects
Project Space name of the project Project and all linked objects
Source source of the project Project and all linked objects

Master Schedule Page

This section lists all the filters that you can apply to the Master Schedule page.

Filter Field Affected Object Types
Program name of the linked program Task and all linked objects
Project project Task and all linked objects
Gate name of the linked gate Task and all linked objects
Estimated end date
  • Estimated End Date
  • Task Estimated Finish Date
Task and all linked objects
Task owner owner Task and all linked objects
Task assignee assignee Task and all linked objects
Task state current Task and all linked objects
Task name name Task and all linked objects
Critical task Critical Task Task and all linked objects
Late task to compute Task and all linked objects
Deliverable type class of the object Deliverable and all linked objects
Deliverable state current Deliverable and all linked objects
Source source of the project Task or deliverable and all linked objects

Risk Analysis Page

This section lists all the filters that you can apply to the Risk Analysis page.

Filter Field Affected Object Types
Program name of the linked program Risk and all linked objects
Project project Risk and all linked objects
Gate name of the linked gate Risk and all linked objects
Estimated end date Estimated End DateTask Estimated Finish Date Risk and all linked objects
Risk owner owner Risk and all linked objects
Risk category Risk Category Risk and all linked objects
Risk impact Risk Impact Risk and all linked objects
Risk probability Risk Probability Risk and all linked objects
Risk type Risk Type Risk and all linked objects
Risk state current Risk and all linked objects
Type of related items to compute Risk and all linked objects
Task owner owner Task and all linked objects
Task assignee name of the linked assignee Task and all linked objects
Task state current Task and all linked objects
Task estimated start date Task Estimated Start Date Task and all linked objects
Risk with mitigation task to compute Task and all linked objects
Source source of the project Risk or task and all linked objects

Project Deliverables Page

This section lists all the filters that you can apply to the Project Deliverables page.

Filter Field Affected Object Types
Program name of the linked program Deliverable and all linked objects
Project name of the linked project Deliverable and all linked objects
Gate name of the linked gate Deliverable and all linked objects
Estimated end date Task Estimated Finish Date of the linked task (oldest date if several linked tasks) Deliverable and all linked objects
Deliverable owner owner Deliverable and all linked objects
Deliverable name name Deliverable and all linked objects
Deliverable type Class of the object Deliverable and all linked objects
Deliverable state current Deliverable and all linked objects
Project template Name of the related project template (at the project level) Deliverable and all linked objects
Source source of the project Deliverables and all linked objects
Phase name of the linked phase Deliverables and all linked objects

Resource Workload Page

This section lists all the filters that you can apply to the Project Deliverables page.

Filter Field Affected Object Types
Project name of the linked project Project and all linked objects
Person assignee of the linked task Project and all linked objects
Organization organization of the linked project Project and all linked objects
Source source of the project Project and all linked objects

Project Assessment Page

This section lists all the filters that you can apply to the Project Assessment page.

Filter Field Affected Object Types
Name name of the project Project and all linked objects
Program Name name of the linked program Project and all linked objects
Collaborative Space collaborative space Project and all linked objects
Maturity state current of the project Project and all linked objects
Classification name of the project class Project and all linked objects
Owner owner of the project Project and all linked objects
Source source of the project
Note: On this page, the only possible value is: Project Management.
Project and all linked objects
Overall Status status of the assessment Assessments
Finance Status status of the assessment Assessments
Resource Status status of the assessment Assessments
Risk Status status of the assessment Assessments
Schedule Status status of the assessment Assessments

Task Allocation Page

This section lists all the filters that you can apply to the Task Allocation page.

Filter Field Affected Object Types
Project name of the linked project Deliverable and all linked objects
Task name of the linked task Tasks
Person assignee of the linked task Assignees
Organization collaborative space Assignees
Maturity State state of the linked task Projects and tasks
Source source of the linked tasks Projects and tasks

Issues Analysis Page

This section lists all the filters that you can apply to the Issues Analysis page.

Filter Label Field Affected Object Types
Program name of the linked program Issue and all linked objects
Project project Issue and all linked objects
Estimated end date
  • Estimated End Date
  • Estimated Finish Date
Issue and all linked objects
Issue owner owner Issue and all linked objects
Issue category Issue Category Issue and all linked objects
Issue assignee assignee Issue and all linked objects
Issue type Issue Type Issue and all linked objects
Issue state current Issue and all linked objects
Priority priority Issue and all linked objects
Source source of the linked issues Issue and all linked objects
Context type context type of the linked issues Issue and all linked objects