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Filter the Dashboard

Filters apply globally across all visualizations and tables. Filters applied are displayed at the top of the dashboard:

Main dashboard

Apply a filter then click to refresh the dashboard.

Filters applied while you interact with the dashboard also appear here, for example: Project#DVD1 X, click the filter to remove

Available Filters

Filter Options / Default Notes
Time Range Default: This Year; Presets: This Quarter, This Year, Previous Quarter, Previous Year Based on ending iteration created date
Cost Optimization Presets: Cost Avoided, Cost Added
Process Group Search and/or select from available values There is a limit to the number of values that can be selected at a time. This limit is determined by the total number of filters and values selected in each filter.
Project Name Search and/or select from available values There is a limit to the number of values that can be selected at a time. This limit is determined by the total number of filters and values selected in each filter.
Project Status Completed / In Progress / Open Multi-select
Project Type Select from available values
Interactive Filters Click on groups, quarters, users, or project names Automatically filters all dashboard elements

Filter By Selecting Values

You can also filter the dashboard by selecting values in charts or tables.

For example, selecting a project name in the Project Details table filters the dashboard to show data for that project.

Keyboard shortcut

You can also press Ctrl+Alt+R at any time to reset filters.