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配置项目集合工具的“添加筛选器”选项

  1. 最后更新
  2. 另存为PDF

目标

配置项目集合工具的“添加筛选器”选项。

背景

访问公司的项目集合工具时，“添加筛选器”下拉列表允许用户缩小视图中显示的项的范围（请参阅将筛选器添加到项目集合视图）。

需要考虑的事项

  • 所需用户权限：
    • 项目的项目集合工具的“管理员”级别权限。
  • 先决条件：
    • 项目集合视图顶部的"添加筛选器"下拉列表中显示的选项（请参阅将筛选器添加到项目集合视图）在公司的管理员工具中创建。有关创建每个列表的位置的详细信息，请参阅以下步骤。

步骤

  1. 导航到公司的项目集合工具。
    此时将显示项目集合页面。
  2. 点击配置设置icons-settings-gear.png 。
    这将显示项目集合设置页面。
  3. 点击筛选器配置。

    filter-configuration.png

    这将显示筛选器配置列表。
  4. 从以下选项中选择以添加或删除项目集合工具的区域筛选项目中的可用下拉列表之一:

    portfolio-filter-config.png

    你可以在"项目筛选依据"区域上显示或隐藏的筛选器包括:

    • Enable Owner Type. A checkmark shows the Owner Type drop-down list. Clear the checkmark to hide the list. Menu options are customized in the company's Admin tool. See Add a Custom Owner Type. 

    • Enable County Filter. Lets users filter the Portfolio views by county.  A checkmark shows the County drop-down list. Clear the checkmark to hide the list. For information about how Procore determines the county for a project, see Add a New Project. For information about how Procore determines the county for a project, see Add or Edit a New Project. 

    • Enable Department Filter. A checkmark shows the Department drop-down list. Clear the checkmark to hide the list.  Menu options are customized in the company's Admin tool. See Add a Custom Department.

    • Enable Office Filter. A checkmark shows the Office drop-down list. Clear the checkmark to hide the list. 

    • Enable Program Filter. Lets users filter the Portfolio views by programs. A checkmark shows the Programs drop-down list. Clear the checkmark to hide the list. Menu options are customized in the company's Admin tool. See Add Programs.

    • Enable Stage Filter. Lets users filter the Portfolio views by project stage. A checkmark shows the Stage drop-down list. Clear the checkmark to hide the list. Menu options are customized in the company's Admin tool. See Add a Custom Project Stage.

    • Enable Status Filter. Lets users filter the Portfolio views by project status. A checkmark shows the Status drop-down list. Clear the checkmark to hide the list. See Change a Project's Status to Active or Inactive.

    • Enable Type Filter. A checkmark shows the Status drop-down list. Clear the checkmark to hide the list.   Menu options are customized in the company's Admin tool. See Add a Custom Project Type.

    • Enable Project Role Filter. If you have created one or more custom project roles (see Add a Custom Project Role), an enable option option appears for each individual role. A checkmark shows the corresponding drop-down list. Clear the checkmark to hide the corresponding list. 

    • Enable Owner Filter. A checkmark shows the Owner drop-down list. Clear the checkmark to hide the list. 

    • Enable Region Filter. A checkmark shows the Region drop-down list. Clear the checkmark to hide the list.  Menu options are customized in the company's Admin tool. See Add Custom Project Regions.

    • Enable Parent Job Filter. A checkmark shows the Parent Job drop-down list. Clear the checkmark to hide the list. See Add a New Project, Add or Edit General Project Information, and What's the difference between a job, a parent job, and a sub job?

  5. 点击更新。
    系统会保存新的筛选器配置设置。现在可以导航回到项目集合工具页面，以在侧边栏中查看更新。

另请参阅