The improvements made to the Filters within the Project List allows for more clarity as to what the selected Field, within the Filter options, pertains to. Moreover, it allows 2 levels of Filter conditions that can be set up.
This article describes the Fields available for filtering and their respective conditions as well as available values.
Note:
As of Tenrox 2019 R1, the interface for creating, editing and viewing Project details has been revamped with an upgraded look and navigation, replacing the Setup Project Edit page as it has been known to be. Moreover, Project Central has been deprecated with the Project List page having completely replaced it in features and functionality. For more information click here.
Version Note: This feature is available as of Tenrox 2018 R1.
Available Filter options:
|
Field Name
|
Description | Available options | Conditions |
|---|---|---|---|
| Actual Billing in Base Curr. | The actual billing of the project in the base currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Actual Billing in Client Curr. | The actual billing of the project in the client currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Actual Cost in Base Curr. | The actual cost of the project in the base currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Actual End | The actual end date of the project. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between, Today, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year, Year to Date, This Fiscal Month, Last Fiscal Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Year, Last Fiscal Year, Fiscal Year to Date | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Calendar selection. |
| Actual Start | The actual start date of the project. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between, Today, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year, Year to Date, This Fiscal Month, Last Fiscal Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Year, Last Fiscal Year, Fiscal Year to Date | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Calendar selection. |
| Alternate Manager | The Alternate Manager selected in Project Edit. | In, Not in | Only the Value1 column will be available as a browse field. Clicking the browse field will open the User List. |
| Baseline Billable Budget in Base Curr. | The total baseline billable budget of the project in the system currency. The exchange rate used for conversion will be the rate on the start date of the budget. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Baseline Billable Budget in Client Curr. | The total baseline billable budget of the project in the client currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Baseline Cost Budget in Base Curr. | The total baseline cost budget of the project in the base currency. The exchange rate used for conversion will be the rate on the start date of the budget. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Baseline Cost Budget in Project Cost Curr. | The total baseline cost budget of the project in the project cost currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Baseline Non-Billable Budget in Base Curr. | The total baseline non-billable budget of the project in the base currency. The exchange rate used for conversion will be the rate on the start date of the budget. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Baseline Non-Billable Budget in Project Cost Curr. | The total baseline non-billable budget of the project in the project cost currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Baseline Time Budget | The total current cost budget of the project in the base currency. The exchange rate used for conversion will be the rate on the start date of the budget. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Billable Charges in Base Curr. | The total billable charge amount in the system currency. The exchange rate used for conversion will be the rate on the entry date. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Billable Expenses in Client Curr. | The total billable expense amount in the client currency. The exchange rate used for conversion will be the rate on the entry date. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Billable Products in Base Curr. | The total billable product amount in the system currency. The exchange rate used for conversion will be the rate on the entry date. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Billable Products in Client Curr. | The total billable product amount in the client currency. The exchange rate used for conversion will be the rate on the entry date. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Billable Time | The total billable hours entered against the project. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Billable Time Amount in Base Curr. | The total billable time amount in the system currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Billable Time Amount in Base Curr. | The total billable time amount in the client currency. The exchange rate used for conversion will be the rate on the current date. | In, Not in | Only the Value1 column will be available as a browse field. Clicking the browse field will open the Client List. |
| Client | The client of the project. | In, Not in | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Code | The code of the project. | Equal to, Not equal to, Like, Not like, In, Not in | Only the Value1 field will be enabled. It will be a text field. When In or Not in are selected, the values must be delimited by commas. |
| Committed Hours | The total committed hours. This will be available if Project CWP or Task Scheduling licenses exist. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Current Billable Budget in Base Curr. | The total current billable budget of the project in the system currency. The exchange rate used for conversion will be the rate on the start date of the budget. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Current Non-Billable Budget in Base Curr. | The total current non-billable budget of the project in the base currency. The exchange rate used for conversion will be the rate on the start date of the budget. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Current Non-Billable Budget in Project Cost Curr. | The total current non-billable budget of the project in the project cost currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Current Time Budget | The total current time budget of the project | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| End | The official end date of the project taken from the project’s setup page. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between, Today, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year, Year to Date, This Fiscal Month, Last Fiscal Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Year, Last Fiscal Year, Fiscal Year to Date | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Calendar values only. |
| Forecasted Billing in Base Curr. | The forecasted billing of the project (calculated as the committed hours * users’ forecasted billing rates) in the base currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Forecasted Cost in Base Curr. | This is the forecasted cost of the project (calculated as the committed hours * users’ forecasted cost rates) in the base currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Health | The health of the project. | In, Not in | Only the Value1 column will be available and it will be a multi-select combo-box with all health indicators available |
| Id | The id of the project. | Equal to, Not equal to, Like, Not like, In, Not in | Only the Value1 field will be enabled. It will be a text field. When In or Not in are selected, the values must be delimited by commas. |
| Is Active | The suspended flag of the project. | In, Not in | Only the Value1 column will be available and it will be a multi-select combo-box with the following values:
• Yes • No |
| Non-billable Time | The total non-billable hours entered against the project. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Payable Charges in Base Curr. | The total payable charge amount in the base currency. The exchange rate used for conversion will be the rate on the entry date. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Payable Expenses in Base Curr. | The total payable expense amount in the base currency. The exchange rate used for conversion will be the rate on the entry date. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between. | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Payable Products in Base Curr. | The total payable product amount in the base currency. The exchange rate used for conversion will be the rate on the entry date. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Payable Time | The total payable hours entered against the project. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Payable Time Amount in Base Curr. | The total payable time amount in the system currency. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Portfolio | The portfolio of the project. | In, Not in | Only the Value1 column will be available as a browse field. Clicking the browse field will open the tree to grid Portfolio List. This field will be hidden if portfolio licenses do not exist. |
| Priority | The priority of the project. | In, Not in | Only the Value1 column will be available and it will be a multi-select combo-box with all Priorities from the Priority system table. |
| Project Manager | The actual manager of the project. | In, Not in | Only the Value1 column will be available as a browse field. Clicking the browse field will open the User List. |
| Proposed Hours | The total proposed hours. This will be available if Project CWP or Task Scheduling licenses exist. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Reimbursable Expenses in Base Curr. | The total reimbursable expense amount in the base currency. The exchange rate used for conversion will be the rate on the entry date. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Remaining PO Amount in Base Curr. | The remaining PO amount of the project in the system currency. The exchange rate used for conversion will be the rate on the issue date of the PO. This field will be available only if Project PO licenses exist. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Remaining PO Amount in Client Curr. | The remaining PO amount of the project in the client currency. This field will be available only if Project PO licenses exist. | Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between | When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Calendar fields only. |
| Start | The official start date of the project taken from the project’s setup page. |
Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between, Today, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year, Year to Date, This Fiscal Month, Last Fiscal Month, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Year, Last Fiscal Year, Fiscal Year to Date |
When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| State | The State property/properties as set in the Project Workflow. |
In, Not in. |
Only the Value1 column is available and with options to choose all Project Workflow States. Note: "State" has been renamed to "State Attribute" as of Tenrox 2018 R1 SP8. |
| State Attribute | The State property/properties as set in the Project Workflow. |
In, Not in. |
Only the Value1 column is available |
| State Name | The state name of the project as per the workflow. |
Equal to, Not equal to, Like, Not like, In, Not in |
Only the Value1 column is available and with options to choose all Project Workflow States. |
| Total Charges in Base Curr. | The total charge amount in the base currency. The exchange rate used for conversion will be the rate on the entry date. |
Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between |
When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Total Expenses in Base Curr. | The total expense amount in the base currency. The exchange rate used for conversion will be the rate on the entry date. |
Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between |
When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Total Invoiced in Base Curr. | The total amount invoiced for the project in the system currency. The exchange rate used for conversion will be the rate on the current date. |
Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between |
When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Total Invoiced in Client Curr. | The total amount invoiced for the project in the client currency. |
Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between |
When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Total PO Amount in Base Curr. | The total PO amount of the project in the system currency. The exchange rate used for conversion will be the rate on the issue date of the PO. This field will be available only if Project PO licenses exist. |
Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between |
When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Total PO Amount in Client Curr. | The total PO amount of the project in the client currency. This field will be available only if Project PO licenses exist. |
Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between |
When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Total Time | The total hours entered against the project. |
Equal to, Not equal to, Greater than or equal to, Less than or equal to, Less than, Greater than, Between, Not between |
When Between or Not between is selected, both Value fields will be enabled; otherwise, only Value1 will be enabled.
Numeric values only. |
| Tracking # | The tracking number of the project. | Equal to, Not equal to, Like, Not like, In, Not in | Only the Value1 field will be enabled. It will be a text field. When In or Not in are selected, the values must be delimited by commas. |