ProjectWise Administrator Help

Setting Up Global Filters (Filter Out Data)

Filters are used to restrict the number of documents that are counted in the reports, by including what you want to see (include documents with these attributes) and excluding what you don't want to see (exclude documents with these attributes).

Each report tab contains a set of filters that the user can use to restrict the number of documents that are counted on that particular report tab. For example, on the Location tab, you can use the Document Type filter so that only documents belonging to the selected document type will be counted in the reports on that tab. A global filter can also be set up to restrict the number of documents that are counted across all report tabs. For example, on all the report tabs, only count documents that have a particular attribute value.

All filters are configured by the administrator, by assigning a ProjectWise attribute to the related dimension on the Pick ProjectWise attributes settings page. For example, to configure which attribute values are available on the Document Type filter, you assign a ProjectWise attribute to the Document Type dimension. To configure the global filter, you need to assign one or more ProjectWise attributes to the Filter out data by dimension.

Once the global filter (Filter out data by dimension) is configured, you can optionally configure the Filter Out Data settings page to set which value (or values) is selected by default in the filter. The user can still select their own values for the global filter.

Note: Once you select default values on the Filter Out Data settings page and save your changes, it may take up to 24 hours for the changes to take effect.