Object Filter MOD0099SY

Access path

• You can access the Object Filter module from several modules of the Multi-project board panel and all modules of the Cost overviews panel by clicking on the Edit filter button.

Information

• In the present module, object filters can be edited and new filters can be created.

Details

• Object filters are a customized function which enable you to user-specifically create extended filters with different selection criteria for planning objects, to save them and use them in different modules. Such object filters are only available to the user who created them.
• Filtering with filter criteria on the other hand is module specific. Filter criteria can only be stored if they are to be used in this form for all users.

Edit Object Filter

Procedure

• Select the required object filter from the listbox in the Filter field.
  • Change filter criteria as required or
  • You can insert further criteria by clicking on the Insert Filter Criteria button.
• After you have clicked on the Save button, the Object Filter module is closed and in the source module it is filtered in accordance with the filter criteria set in the object filter.

Create New Object Filters

Procedure

• Enter the Filter name. The number in the Filter field is generated automatically.
• In the From and To fields, you can define data attributes.
• You can define further attributes by clicking on the Insert Filter Criteria button and selecting the Attribute name and the Filter criterion.
• After you have clicked on the Save button, the newly defined object filter immediately takes effect in the source module.

Note

• For attributes that contain structured values it is possible to define filter criteria with a joker.
  • For the cost center attribute you can, e.g., use filter criterion "1".

Mark Filter as a Favorite

Information

• If you want to a particular object filter to be always loaded in and applied to the respective modules by default, you have the option to mark this object filter as a favorite. This setting only take effect after relogin, i.e. if another object filter is selected within a session, this filter takes effect even after module restart.

Procedure

• Select the required object filter.
• Activate the Favorite checkbox.
• Save.

Delete Object Filter

Procedure

• Select the required object filter.
• Mark the entire record with CTRL+A.
• Click on the Delete button in the toolbar.

Apply Object Filter

Procedure

• Select the required object filter from the listbox in the Filter field in the required module with the object filter function.
• Click on the Use changes button.
• The selected object filter is applied and only planning objects which meet the filter criteria defined in the object filter are displayed in the module.
  • If filter criteria are set incorrectly or if there are no planning objects which meet the filter criteria of the selected object filter, a respective message is output.

Add Individual Filter Attributes

Procedure

• The extension of the Attribute listbox by further attributes can only be done by a user with customizer rights.
• The DIs corresponding to the attributes listed here, are contained in data area 045506 of module 009ADG.
  • This data area must simply be extended by the required DIs.

For further questions regarding the adjustment of the object filter attributes or the extension of the object filter function, please contact your PLANTA customizer.

---

See also: Filter and Set Filter Criteria