Dashboard filters

EP Help General > Tools > Dashboard

Dashboard has a Filters section with items as follows:

 

Filter

Action

Customer

Filters activities displayed on Dashboard by customer

Project

Filters activities displayed on Dashboard by project

Assigned To

Dashboard will only display activities the selected person is an assignee of.

Portfolio

Only items belonging to a selected portfolio will be displayed on Dashboard. Available values: All portfolios (default), list of available portfolios.

 

pencil

Click ‘Apply’ for changed filter settings to take effect.

 

 

Example:

Filters are set as follows:

 

Customer: Alpha Mju Ltd.

Project: Alpha Website

Assigned to: Sonja Fredricsson

 

Result: Only activities under Alpha Website project in which Sonja Fredricsson is one of the assignees will be displayed.

 

 

 

Illustration: Dashboard filters

 

 

 

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