How do I Create a Filter for Displaying Projects?

To view a list of projects that are linked to the same program, the same annual funding, have the same status, or have certain elements in common, you can create a filter in the Analytics, Project List, Scheduler or Risks pages. Filters created in any one of these pages will be accessible for all pages (e.g., Analytics, Project List, Scheduler and Risks).

✏️ Note: The Analytics feature is only available to customers subscribing to the Advanced or Enterprise plans of the Aidi platform.

1. To create a filter, select Settings from the filter drop-down list.

2. Select Create filter from the drop-down list.
3. Select the type of filter you require, in the example below the project phase is selected.
4. Select the criteria for which you wish to filter the project list by. In the example below, the user only wants to see projects with “demarrage” and execution phases. The list displayed will only include projects currently in these phases.

You can apply as many filter types as you like, for example you could also select the Project manager filter type and then select the project manager(s). The list will include only the projects in the phases mentioned above which are managed by the project manager selected. In this way, you’ve stacked the 2 filters together.

5. A blue dot indicates that the filter type is used.
6. If you wish to apply the filter without saving it, click on Apply.
7. To save the filter, name it for easy retrieval.
8. Save the filter 

✏️You can create as many filters as you like.

At any time, you can select an existing filter from the drop-down list on the Analytics, Project List, Risks and Scheduler pages.