Custom Status Filters - LiquidPlanner

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Online Manufacturing Project Management Software

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Custom Status Filters

Available with Small Team, Professional and Enterprise

Saving Custom Status Filters in your workspace is a great way to find the data you need on the Projects tab as well as in your Dashboards and Analytics reports.

Use custom status filters in conjunction with other pre-existing filters to narrow down the filter results even further and focus in on exactly the data you need.

Creating Custom Status Filters

To create a custom status filter, navigate to the Projects tab and click the Filter icon > Filter by Status > Create New.

Click Add Rule to begin adding rules to your filter:

You may add rules for the following: activity, all dependencies satisfied, created, created by, date done, deadline date, delay until, earliest start, expected finish, expected remaining, has alert, has an activity, has broken dependencies, has comments, has dependents, has documents, has reference, is in a project, is late, is packaged, item type, last estimated, last updated, name, on hold, reference, shared, and uncertainty. Additionally, you can create rules to filter by your text, date, number and currency custom fields.

Save your filter with a name that helps you identify the filter criteria.  Anyone in your workspace may save custom status filters, and they are visible to all real members in the workspace.  To further customize your view, create a Favorite view.

Examples

Below are some examples of custom status filters you might save in your workspace:

Filter by Item Type

Find only a certain item type, like Milestones (as shown above) or Events.

Filter by Activity

Find tasks without an activity associated to them.

Find events with a specific activity. 

Filter by Deadline

Find projects with deadlines in the next 30 days.

Has a deadline in the next 3 days or an alert. Items may not necessarily be at risk for missing a deadline, but may have other alerts, such as overbooked warnings or max effort alerts.

Filter by Date Done

Find items marked done in the month of October 2017.

Filter by Created

Find items created by a specific workspace member within a certain time frame.

Filter by Custom Fields

Find items where the text custom field PO Number is set.

Find items where the date custom field Kick-Off Date is within next 30 days.

Filter by Dependencies Status

Find items that have dependent items.

Find items that have broken dependencies.

Find items for which all dependencies have been satisfied.

Related Articles

Filters
Favorites
Analytics Roll-Up Reports
Dashboards
Custom Fields
Dependencies

Custom Status Filters was last modified: November 17th, 2017 by Zareen Maurer

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