Filtering projects
In XTM Portal, you can filter projects in the Project list screen.
In the menu on the left of the screen, select the project list icon
.At the top of the Project list screen, you see the following simple filters:
ID. To search for a project by its ID, enter the project ID in the text field.
Project name. To search for a project by its name, insert the project name in the text field.
Status. To search for a project by its completion status, select one of the following statuses from the dropdown:
Not started.
Started.
Finished.
Customer. To search for a project by the customer for whom it has been created, in the dropdown, select the relevant customer. Multiple selection is possible.
Result: the Project list is automatically adjusted to the selected filter values.
If you need more filtering options, select the Advanced search button in the top right-hand corner of the screen. Now, at the top of the Project list screen, you see these filters:
ID. To search for a project by its ID, enter the project ID in the text field.
Project name. To search for a project by its name, insert the project name in the text field.
Status. To search for a project by its completion status, select one of the following statuses from the dropdown:
Not started.
Started.
Finished.
Customer. To search for a project by the customer for whom it has been created, in the dropdown, select the relevant customer. Multiple selection is possible.
Source language. To search for projects by a source language, select one or more languages.
Target languages. To search for projects by target languages, select one or more languages.
Estimated. To search for a project by its estimation status, select one of the following options from the dropdown:
No: to search for projects that do not have an estimation.
Yes: to search for projects that have an estimation.
Contains comments. To search for a project according to whether it contains comments, select one of the following options from the dropdown:
No: to search for projects that do not have any comments.
Yes: to search for projects that have comments.
Creation date from. To search for projects created after a particular date, select it from the date picker.
Creation date to. To search for projects created before a particular date, select it from the date picker.
Due date from. To search for projects that are due after a particular date, select it from the date picker.
Due date to. To search for projects that are due before a particular date, select it from the date picker.
Estimation date from. To search for projects whose estimation date falls after a particular date, select it from the date picker.
Estimation date to. To search for projects whose estimation date falls before a particular date, select it from the date picker.
Result: the Project list is automatically adjusted to match the selected filter values.
To hide advanced filters, select the Advanced search button in the top right-hand corner of the screen.
Result: the advanced filters are hidden. In the project list, you only see simple filters.
To clear:
a single filter, depending on the filter type, do one of the following:
for the text fields, select the Clear value icon
next to the filter you want to remove.for the dropdowns, select the empty value.
for the date filters, open the date picker and select the Clear button.
for multiple section fields, select the close icon
next to the value that you want to remove. To remove all values, select the Clear value icon next to the filter you want to clear.
all filters, select the Reset search button in the top right-hand corner of the screen.
Result: the filter values are cleared.