Filters Configuration

OBJECTIVE

To access the Filters Configuration, click on the icon in the Project Dispatch window.

The Filters Configuration allows the user to customize the project dispatch view and the elements that are displayed, such as employees, equipment and projects. These configurations are saved by dispatch template and applicable either to all users, the current user or the dispatch template selected.

The filters configured here are available in the Filters field, in the top-right corner of the Project Dispatch window.

 

PREREQUISITEs

• Employee Management
• Equipment Management
• Dispatch Project Management
• Dispatch Template Management

 

STEPS

maestro* > Projects > Project Costing > Dispatch > Project Dispatch - Filters Configuration Icon

 

Configuring a Filter

1. In the Filters Configuration window, click on New.
2. Enter a name for the new view and click on Save this model.
3. In the Applicable dropdown, select from the following options: For the current Dispatch template, For all users, The current user.
4. Complete the information in the Main parameters tab:

Employee

1. Select from the following options:
   • 0 – By Employee
   • 1 – By Occupation Type
   • 2 – By Work Category
2. Check the All box if all the employees, occupation types, or work categories can be displayed in the dispatch window.
3. Alternately, remove the check from the All box and individually select the employees, occupation types, or work categories.

Equipment

1. Select from the following options:
   • 0 – By equipment
   • 1 – By Equipment Type
2. Check the All box if all the equipment, or equipment types can be displayed in the dispatch window.
3. Alternately, remove the check from the All box and individually select the equipment, or equipment types.

Project

1. Select from the following options:
   • Projet
   • Dispatch Type
2. Check the All box if all the projects, or dispatch types can be displayed in the dispatch window.
3. Alternately, remove the check from the All box and individually select the projects, or project types.

Team

1. Check the All box if all the teams can be displayed in the dispatch window.
2. Alternately, remove the check from the All box and individually select the teams.

5. Complete the information in the Other parameters tab:

Project Category / Project Type

1. Select from the following options:
   • Project Category
   • Project Type
2. Check the All box if all the project categories, or project types can be displayed in the dispatch window.
3. Alternately, remove the check from the All box and individually select the project categories or project types.

Department

1. Check the All box if all the departments can be displayed in the dispatch window.
2. Alternately, remove the check from the All box and individually select the departments.

Administrative Region

1. Check the All box if all the administrative regions can be displayed in the dispatch window.
2. Alternately, remove the check from the All box and individually select the administrative regions.

Contact Types

1. Check the All box if all the contact types can be displayed in the dispatch window.
2. Alternately, remove the check from the All box and individually select the contact types.

Customers

1. Check the All box if all the customers can be displayed in the dispatch window.
2. Alternately, remove the check from the All box and individually select the customers.

6. Click on Save this model.
7. Click on Quit.

 

Last modification: September 20, 2024