How to filter the "Project" tab list of active projects
Besides using the search feature at the top to enter search criteria, what are the options to filter the list of projects that display when clicking on the "Projects" tab? I see the options for creating a project desktop, but those are not useful to me. Ideally, I would like to be able to search/sort/filter the list of projects by phase, portfolios, etc. I'm guessing this isn't possible, but please point me in the right direction for any possible options. See the snip for clarification on what I'm referring to.
Answer (1)
Hi Cindy,
In your screenshot there, you should be able to click on the "Manage Projects" link and you can sort that page by any of the columns shown on that page. Outside of that, you'd probably have to create a custom project report to filter by any other items outside of those shown on the Manage Projects page.
Best,
Brittany Renn
TDX Support