Filter Your Portfolio – PPM Works

This article explains how to use the advanced Portfolio filtering interface to build and apply filters to your Portfolio.

Important

To use the filtering interface detailed in this article, your OnePlan administrator needs to enable the advanced Portfolio filtering features. See Enable Advanced Portfolio Filtering for instructions.

Note

This article does not cover how to use Legacy Filters.

Add New Filters

Click on the Filters icon in the Portfolio header. The filter interface will open on the right side of your window.
Click Add Filter. The filter configuration options will open.
Decide if you want the Plan hierarchy to appear in the Portfolio view when filters are applied. To display the Plan hierarchy, select the Show Hierarchy check box. To view the results in a flat list format, leave the check box blank.
Select a plan field to filter on.
Set up the filter parameters. The filter parameter fields in the filter configuration will be generated dynamically based on the field type of the plan field you selected.
- Number and Currency fields: If you are filtering on a Number or Currency field, you need to select whether you want the resulting plans to have that field value less than (<), less than or equal to (<=), greater than (>), greater than or equal to (>=), or equal to (=) the set value. Then enter in the value you want to filter your plans on.
  
  Note
  
  For example, I could set up a filter to view plans that all have a Budget greater than or equal to $500,000. That filter would look like this:
- Choice and Multi-Choice fields: If you are filtering on a Choice or Multi-Choice field, select the choice value(s) you want to filter your plans on.
  
  Note
  
  Multi-choice fields allow up to 10 choice selections for filtering.
  
  Note
  
  For example, I could set up a filter to view plans that belong to the IT and Operations Business Units. That filter would look like this:
- Date fields: If you are filtering on a Date field, select the date range you would like to filter on. You can select whether you want to filter plans that have a date value before a set date or after a set date. You can also check the Today check box to filter plans either before or after the current date.
  
  Note
  
  For example, I could create a filter to view plans that were created before April 1, 2024. That filter would look like this:
- User fields: If you are filtering on a User field, select the User you would like to filter on. You can also check the Me check box to filter for plans where you are the user for the selected field.
  
  Note
  
  For example, I could set up a filter to view plans that were created by Erlich Bachman. That filter would look like this:
- Yes/No fields: If you are filtering on a Yes/No field, select whether you want to see plans where the selected field value is Yes or No.
  
  Note
  
  For example, I could set up a filter to view plans where Funding Available equals Yes. That filter would look like this:
- Text fields: If you are filtering on a Text field, enter the text value you would like to filter on.
  
  Note
  
  For example, I could set up a filter to view plans that have Names including the word "improve". That filter would look like this:
- Hyperlink fields: If you are filtering on a hyperlink field, enter the URL you would like to filter on.
Select which Plan Types the filter will apply to. You can apply filters at any level of the Plan hierarchy.

Note

For example, I could setup filters to view only the Portfolios I manage while displaying Active Programs and Projects under those Portfolios.
You can set up multiple filters. Click Add Filter to add another filter to the Portfolio.
Once you have all the filters you want, click Apply Filters to apply your filters to the Portfolio view.

Remove Filters

To remove a single filter, click the Delete icon next to the desired filter.

To remove all filters, click Clear All.