×
Menu
Index

Set Viewing Filter

 
The following steps walk a user, with read or write access to the module and architecture, through setting different filters in LAM. This process also applies to a data set.
 
The filter is a useful way to choose a manageable number of projects to analyze at a time; changes to the filter stick between login sessions and users.

1. Load the desired architecture from the Landing Page. Filters can be set from any tab in the Content Pane; this example uses the Gantt view.
NOTE: If you receive a warning that the architecture was unable to load a data filter because it was saved with an empty filter. Modify the filter (add and delete a filter works) to clear the empty filter.
 
2. The filter section is located at the top of the Content Pane. It can be expanded by clicking the inverted caret or the "Viewing # of # Projects" text block.
 
3.Click the caret to expand the section. For a new architecture, the default filter is set to: "POP Start", "Is greater than or equal to", and the start of the current fiscal year (in this example taken in late 2017, 10/1/2017). POP stands for Period of Performance.
 
4. Each part of the filter can be modified. These sub-steps describe how to edit the current filter. For this example, we do not want to view canceled projects.
 
4a. Click the first bar of the filter (POP Start in this example) to bring up the dropdown list. Select Status from the list.
 
4b. The second bar options may change depending on what was selected in the first bar. Click the second bar (Is equal to in this example) to select Is not equal to from the list.
 
4c. Click the third bar (currently blank) to view the dropdown list. Select Canceled from the list.
 
5. Additional filters can also be added. Click the plus sign on the right side of the top bar. To delete a filter, click the red X on the left side of the top bar.
NOTE: Do not leave empty filters set to prevent errors. Set values or click the red X to remove.
 
6. The various filter bar options are shown in the table below (options are taken from the SAR LAM Example architecture).
First Bar Selection
Second Bar Options
Third Bar Options
Notes
Type in or select the date.
Earliest POP Start date is 1/2/1753.
Type in or select the date.
Latest POP End date is 12/31/9999.
List generated from Status chosen in the Project tab.
List generated from Color of Money chosen in the Estimated Costing window.
List generated from Logical Families added in the Groups tab.
List generated from Tags added in the Groups tab.
List generated from Manager chosen in the Project tab.
Enter a dollar amount.
 
Filters based on values set in Estimated Costing tab.
Enter text.
 
Filters on the project identifier chosen in the Project tab.
Enter text.
 
Filters on the description field in the Description tab.
Enter text.
 
Filters on the goal field in the Description tab.
Enter text.
 
Filters on the impacts field in the Description tab.
List generated from the Organization chosen in the Project tab.
Enter text.
 
Filters on project identifier, project title, and associated funding vehicle.
 
© 2019 Exostrategies, Inc.