"Project" & "SuperProject" filtersThis appendix contains details of all the filters supported in ResultsManager Dashboards.
Any specific value associated with a filter can have "NOT " (in capitals, with a following space) placed in front of it to invert the logic. So a Context filter with a value of "Office" would return all activities with this context, and a value of "NOT Office" would return all Activities with any context except Office.
Filter values in the Notes may have a comment appended to them for clarity. Text beginning with "Comment:" is ignored. The default Dashboard templates provided with ResultsManager have comments explaining the action of the filters.
For a description of how dashboards work and how to enter filters, refer to the section on Dashboard Templates and Filters.
"Project" & "SuperProject" filters
|
Filter name |
Filter Value |
What gets selected |
|
Project Returns only the first generation of Activities that belong directly to this Project
SuperProject
|
(blank) |
Lists all Projects by alphabetically sorted name then filters by each |
|
Project name |
Filters by a specific Project |
|
|
NOT Project name |
Filters everything except the specified project |
|
|
U |
Lists all uncommitted (Someday-Maybe) projects by alphabetically sorted name then filters by each |
|
|
C |
Lists all committed projects by alphabetically sorted name then filters by each |
|
|
A- |
Lists all projects that currently have no Committed Actions (use the SuperProject filter for best accuracy) |
|
|
U- |
Lists all projects that currently have no Committed or Someday/Maybe actions (use the SuperProject filter for best accuracy) |
|
|
X- |
Lists all Projects that currently have no Committed Next Actions (use the SuperProject filter for best accuracy) |
|
|
UA |
Lists all Projects that have Someday/Maybe Activities (use the SuperProject filter for best accuracy) |
|
|
D |
List all Projects that are marked with a Deadline |
|
|
* |
Cancels all other preceding filters |
"Result" and "SuperResult" filters
|
Filter name |
Filter Value |
What gets selected |
|
Result
Returns only the first generation of Activities that belong directly to this Result or Subproject
SuperResult
|
(blank) |
Lists all Results/Subprojects by alphabetically sorted name then filters by each |
|
Result/Subproject name |
Filters by a specific Result/ Subproject |
|
|
NOT Result name |
Filters everything except the specified Result/Subproject |
|
|
U
(Deprecated: use "NOT C") |
Lists all uncommitted (Someday/Maybe) Results/Subprojects by alphabetically sorted name then filters by each |
|
|
C |
Lists all committed Results/Subprojects by alphabetically sorted name then filters by each |
|
|
A- |
Lists all Results/Subprojects that currently have no Committed Actions (use the SuperResult filter for best accuracy) |
|
|
U- |
Lists all Results/Subprojects that currently have no Committed or Someday/Maybe actions (use the SuperResult filter for best accuracy) |
|
|
X- |
Lists all Results/Subprojects that currently have no Committed Next Actions (use the SuperResult filter for best accuracy) |
|
|
UA |
Lists all Results/Subprojects that have Someday/Maybe Activities (use the SuperResult filter for best accuracy) |
|
|
D |
List all Results/Subprojects that are marked as having a Deadline |
|
|
* |
Cancels all other preceding filters |
"Plan" and "SuperPlan" filters
|
Filter name |
Filter Value |
What gets selected |
|
Plan Returns only the first generation of Activities that belong directly to this Project or Result/Subproject
SuperPlan
Projects and Results/subprojects are both classified as "Plans" and can be handled together with the Plan filter |
(blank) |
Lists all Projects and Results/Subprojects by alphabetically sorted name then filters by each |
|
Project or Result/subproject name |
Filters by a specific Project or Result/subproject |
|
|
NOT Project or Result name |
Filters everything except the specified Project or Result/subproject |
|
|
U
(Deprecated: use "NOT C") |
Lists all uncommitted (Someday/Maybe) Projects or Results/subprojects by alphabetically sorted name then filters by each |
|
|
C |
Lists all committed Projects or Results/subprojects by alphabetically sorted name then filters by each |
|
|
A- |
Lists all Projects or Results/subprojects that currently have no Committed Actions (use the SuperPlan filter for best accuracy) |
|
|
U- |
Lists all Projects or Results/subprojects that currently have no Committed or Someday/Maybe Actions (use the SuperPlan filter for best accuracy) |
|
|
X- |
Lists all Projects or Results/subprojects that currently have no Committed Next Actions (use the SuperPlan filter for best accuracy) |
|
|
UA |
Lists all Projects or Results/subprojects that have Someday/Maybe Activities (use the SuperPlan filter for best accuracy) |
|
|
D |
List all Projects or Results/subprojects that are marked as having a Deadline |
|
|
* |
Cancels all other preceding filters |
|
Filter name |
Filter Value |
What gets selected |
|
Context |
(blank) |
Lists all Contexts by alphabetically sorted name then filters by each |
|
Context name |
Filters by specific Context |
|
|
NOT Context name |
Filters everything except the specified Context |
|
|
* |
Cancels all other preceding filters |
|
|
Context* |
As above |
Only returns Activities where the Context is explicitly used, not inherited |
|
Filter name |
Filter Value |
What gets selected |
|
Area |
(blank) |
Selects all Areas by alphabetically sorted name |
|
Area name |
Selects a specific Area |
|
|
NOT Area name |
Selects everything except the specified Area |
|
|
* |
Cancels all other preceding filters |
|
|
Area* |
As above |
Only returns Activities where the Area is explicitly used, not inherited |
|
Filter name |
Filter Value |
What gets selected |
|
Category |
(blank) |
Selects all Categories by alphabetically sorted name |
|
Category name |
Selects a specific Category |
|
|
NOT Category name |
Selects everything except a specified Category |
|
|
* |
Cancels all other preceding filters |
|
|
Category* |
As above |
Only returns Activities where the Category is explicitly used, not inherited |
|
Filter name |
Filter Value |
What gets selected |
|
Priority |
(blank) |
Selects all Priorities from 1 - 9 followed by "None" |
|
0...9 |
Selects a specific priority, where 0 means "No Priority" |
|
|
NOT 2
|
Selects everything except Priority 2 |
|
|
* |
Cancels all other preceding filters |
|
|
Priority* |
As above |
Only returns Activities where the Priority is explicitly used, not inherited |
|
Filter name |
Filter Value |
What gets selected |
|
Date |
(blank) |
Selects all days where Activities have Start or Due dates |
|
22/4/04
|
Selects Activities which have either a matching Start date or Due date |
|
|
Y |
Selects Activities that have an explicit Start date or a Due date |
|
|
N |
Selects Activities that do not have an explicit Start date or Due Date (undated Activities) |
|
|
Date* |
As above |
Only allows activities where an explicit date has been defined, not derived from a constraint |
|
Filter name |
Filter Value |
What gets selected |
|
StartDate |
(blank) |
Selects all days where activities have a start date |
|
22/4/04
|
Selects a specific start date |
|
|
7
|
Selects the dates of the next 7 days (including today) in ascending order from today's date |
|
|
-7
|
Select the dates of the preceding 7 days (including today) in ascending date order |
|
|
N
|
Selects tasks or projects that have no start date assigned to them or inherited from a parent task or project |
|
|
Y |
Selects tasks or projects that have a Start date defined |
|
|
NOT 1
|
Selects activities that are not startable today or yesterday. Only 1 and -1 can be used. |
|
|
StartDate* |
As above |
Only allows Activities where an explicit Start Date has been defined, not derived from a constraint |
|
Filter name |
Filter Value |
What gets selected |
|
DueDate |
(blank) |
Selects all days where activities are due (scheduled to complete) |
|
22/4/04
|
Selects a specific due date |
|
|
7
|
Selects the dates of the next 7 days (including today) in ascending order from today's date |
|
|
-7
|
Selects the dates of the preceding 7 days (including today) in ascending date order, then filters by each |
|
|
N
|
Selects tasks or projects that have no due date assigned to them or inherited from a parent task or project |
|
|
Y |
Selects tasks or projects that have a due date assigned |
|
|
NOT 1
|
Selects activities that are not due today or yesterday. Only 1 and -1 can be used. |
|
|
DueDate* |
As above |
Only allows Activities where an explicit Due Date has been defined, not derived from a constraint |
|
Filter name |
Filter Value |
What gets selected |
|
StartWeek |
(blank) |
Selects all weeks where activities have a start date |
|
19/04/04
|
Selects a specific week commencing on this date |
|
|
2
|
Selects the next 2 weeks (including this week) in ascending order |
|
|
-2
|
Selects the previous 2 weeks (including this week) in ascending order |
|
|
NOT 1
|
Selects activities that are not startable this week or last week. Only 1 and -1 can be used |
|
|
StartWeek* |
As above |
Only allows Activities where an explicit Start Date has been defined, not derived from a constraint |
|
Filter name |
Filter Value |
What gets selected |
|
DueWeek |
(blank) |
Selects all weeks where activities have due dates |
|
19/04/04
|
Selects a specific week commencing on this date |
|
|
2
|
Selects the next 2 weeks (including this week) in ascending order |
|
|
-2
|
Selects the previous 2 weeks (including this week) in ascending order |
|
|
NOT 1
|
Selects activities that are not due this week or last week. Only 1 and -1 can be used |
|
|
DueWeek* |
As above |
Only allows Activities where an explicit Due Date has been defined, not derived from a constraint |
|
Filter name |
Filter Value |
What gets selected |
|
StartMonth |
(blank) |
Selects all calendar months where activities have start dates |
|
1/04/04
|
Selects a specific month commencing on this date |
|
|
2
|
Selects the next 2 months (including this month) in ascending order |
|
|
-2
|
Selects the previous 2 months (including this month) in ascending order |
|
|
NOT 1
|
Selects activities that are not starting this month or last month. Only 1 and -1 can be used |
|
|
StartMonth* |
As above |
Only allows Activities where an explicit Start Date has been defined, not derived from a constraint |
|
Filter name |
Filter Value |
What gets selected |
|
DueMonth |
(blank) |
Selects all calendar months where activities have due dates |
|
1/04/04
|
Selects a specific month commencing on this date |
|
|
2
|
Selects the next 2 months (including this month) in ascending order |
|
|
-2
|
Selects the previous 2 months (including this month) in ascending order |
|
|
NOT 1
|
Selects activities that are not due this month or last month. Only 1 and -1 can be used |
|
|
DueMonth* |
As above |
Only allows Activities where an explicit Due Date has been defined, not derived from a constraint |
|
Filter name |
Filter Value |
What gets selected |
|
Overdue |
(blank) |
Selects overdue Activities first, then not-overdue Activities |
|
N (or 0, deprecated) |
Selects Activities that are not overdue today (Due date has not passed) |
|
|
Y (or 1, deprecated) |
Selects Activities that are overdue today (Due date has passed) |
|
Filter name |
Filter Value |
What gets selected |
|
Status |
(blank) |
Selects each of the percent-complete ranges (from 0% to 100%) in ascending order. (Note that completed tasks are not displayed if disabled in the Dashboard Options). |
|
0..100 |
Selects a specific percent-complete value. Legal values are 0, 10, 25, 35, 50, 65, 75, 90, and 100. |
|
|
NOT 100
|
Selects everything except 100% complete |
|
Filter name |
Filter Value |
What gets selected |
|
Complete
|
(blank) |
Selects incomplete activities first, then complete Activities |
|
N (or 0, deprecated) |
Selects incomplete Activities (Activities with a percent-complete value less than 100) |
|
|
Y (or 1, deprecated) |
Selects complete Activities (Activities with a percent-complete value of 100). Requires the option for including Completed actions in Dashboards to be enabled |
|
Filter name |
Filter Value |
What gets selected |
|
Party
|
(blank) |
Selects the people who have any association with an Activity, either as an Owner or as a Partner |
|
Party name |
Selects all the Activities that the specified person has direct or indirect involvement with |
|
|
%me% |
Selects all Activities where the default Dashboard owner is a Party |
|
|
Party* |
As above |
Only returns Activities where the Party name is explicitly used, not inherited |
|
Filter name |
Filter Value |
What gets selected |
|
Owner
(Executive responsibility for actions or projects) |
(blank) |
Selects the people who have executive responsibility for an Activity, in alphabetical order. This filter should be used if you are using the "Shared Ownership" scheme. Also see Assigning Owners. |
|
Owner name |
Selects a specific Owner. This filter should be used if you are using the "Shared Ownership" scheme. Also see Assigning Owners. |
|
|
NOT Owner name |
Selects everything except the specified Owner |
|
|
%me% |
Selects the Owner defined as "Me" in the Dashboard Options. This filter should be used if you are using the "Shared Ownership" scheme. Also see Assigning Owners. |
|
|
NOT %me% |
Selects everything not owned by Me |
|
Filter name |
Filter Value |
What gets selected |
|
ActivityOwner
(Current sole owner of an activity)
|
(blank) |
Selects all Owners who are the current owners of Next Actions, Actions, Results or Projects, in alphabetical order. This filter should only be used if you are using the "Delegated Ownership" scheme*. Also see Assigning Owners. |
|
Owner name |
Selects a specific Owner where they are the current owner of activities. This filter should only be used if you are using the "Delegated Ownership" scheme. Also see Assigning Owners. |
|
|
NOT Owner name |
Selects all Activity owners except the named one |
|
|
%me% |
Selects the Owner defined as "Me" in the Dashboard Options, where this Owner is the current owner of activities. This filter should only be used if you are using the "Delegated Ownership" scheme. Also see Assigning Owners. |
|
|
NOT %me% |
Selects all Activity owners except Me |
* If this filter is used with the "Automatic Delegation" option disabled,
ResultsManager will automatically substitute the "Owner" filter instead.
|
Filter name |
Filter Value |
What gets selected |
|
ActivityManager
(Owner who has delegated an activity to an "ActivityProvider") |
(blank) |
Selects all Owners who are the current managers of activities, in alphabetical order. This filter should only be used if you are using the "Delegated Ownership" scheme*. Also see Assigning Owners. |
|
Owner name |
Selects a specific Owner where they are the current manager of activities. This filter should only be used if you are using the "Delegated Ownership" scheme. Also see Assigning Owners. |
|
|
NOT Owner name |
Selects all Activity managers except the named one |
|
|
%me% |
Selects the Owner defined as "Me" in the Dashboard Options, where this Owner is the current manager of activities. This filter should only be used if you are using the "Delegated Ownership" scheme. Also see Assigning Owners. |
|
|
NOT %me% |
Selects all Activity managers except Me |
* If this filter is used with the "Automatic Delegation" option disabled,
ResultsManager will automatically substitute the "Owner" filter instead.
|
Filter name |
Filter Value |
What gets selected |
|
ActivityProvider
(Owner who has had an Activity delegated to them by an "ActivityManager") |
(blank) |
Selects all Owners who are the current providers of activities delegated to them, in alphabetical order. This filter should only be used if you are using the "Delegated Ownership" scheme*. Also see Assigning Owners. |
|
Owner name |
Selects a specific Owner where they are the current provider of activities delegated to them. This filter should only be used if you are using the "Delegated Ownership" scheme. Also see Assigning Owners. |
|
|
NOT Owner name |
Selects all Activity Providers except the named one |
|
|
%me% |
Selects the Owner defined as "Me" in the Dashboard Options, where this Owner is the current provider of activities delegated to them. This filter should only be used if you are using the "Delegated Ownership" scheme. Also see Assigning Owners. |
|
|
NOT %me% |
Selects all Activity Providers except Me |
* If this filter is used with the "Automatic Delegation" option disabled,
ResultsManager will automatically substitute the "Owner" filter instead.
|
Filter name |
Filter Value |
What gets selected |
|
Partner
(People who are indirectly referenced in Activities)
|
(blank) |
Selects the people who have an indirect association with an Activity, by being mentioned in the Owner list with @ in their name |
|
Partner name |
Selects all the Activities that the specified Partner has indirect involvement with |
|
|
%me% |
Selects all Activities where the last filtered Party is a Partner |
|
|
Y |
Selects Activities which have a Partner (where the last filtered Party is the ActivityOwner) |
|
|
N |
Selects Activities which do not have a Partner (where the last filtered Party is the ActivityOwner) |
|
Filter name |
Filter Value |
What gets selected |
|
Committed |
(blank) |
Selects "Committed / Must" then "Someday-Maybe" activities |
|
N (or 0, deprecated) |
Selects uncommitted ("Someday-Maybe") activities |
|
|
Y (or 1, deprecated) |
Selects Committed activities |
|
|
Committed* |
As above |
Only returns Activities where the Committed or Someday/maybe marker is explicitly used, not inherited |
|
Filter name |
Filter Value |
What gets selected |
|
Deadline |
(blank) |
Selects activities with Deadlines first, then activities without deadlines |
|
N (or 0, deprecated) |
Selects no-Deadline ("Bring-Forward" file) activities |
|
|
Y (or 1, deprecated) |
Selects activities that are marked with the Deadline Icon |
|
Filter name |
Filter Value |
What gets selected |
|
Activity |
(blank) |
Selects Next Actions, Actions, Results and Projects |
|
X |
Selects "Next Action" activities |
|
|
A |
Selects "Action" activities, which includes all "Next Actions" |
|
|
R |
Selects "Result" activities * |
|
|
P |
Selects "Project" activities * |
|
|
ActivityManager |
Selects Activities where the last filtered Party is the ActivityManager |
|
|
ActivityProvider |
Selects Activities where the last filtered Party is the ActivityProvider |
|
|
ActivityOwner |
Selects Activities where the last filtered Party is the ActivityOwner |
|
|
Partner |
Selects Activities where the last filtered Party is a Partner |
|
|
NOT X |
Selects everything except Next Actions ** |
* Note that these filters are not the same as the separate "Project" and "Result" filters. The Activity filter will only list specific activities of the selected type. The "Project" and "Result" filters will allow through any kind of activity (Project, Result, Action or Next Action) that belong to a specific Project or Result.
** Can also use NOT A, NOT R etc. in the same way
|
Filter name |
Filter Value |
What gets selected |
|
(blank) |
(blank) |
Blank filter - does not select anything below it. Use when listing just Project or Result names without detailing any activities below them. |