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Finding Projects by Field Information

How to search for Projects using Field Filters

CJ Teeter avatar
Written by CJ Teeter
Updated over a week ago

If you are looking for projects in your system that match specific criteria - eg. their project description contains a particular term, or they were completed since a particular date - you can use Project Field Filters to narrow down your search.

You can add Field Filters for any Project Field used in your system. To learn about configuring custom fields, read this article.

Searching for Projects with Field Filters

Field Filters are accessible from the 'Fields' menu on the Projects page. To add a filter to your search, select the 'Add Field Filter' button.

This will launch the following menu, which you can use to set the criteria for your filter.

Select the relevant field to filter on. All project fields in use in your system will be displayed in this drop-down menu. If you have a significant number of fields to choose from, you can also search for them.

Then select the modifier for the filter.

Date fields such as Completion Date will offer the following filtering options.

Enter the relevant search term and select 'Add Filter and Close' or 'Add Filter' to add an additional Field Filter.

Field Filters in use are listed within the 'Fields' menu. You can edit or delete them individually, or select the 'Reset' button to remove all filtering options.

Adding Multiple Field Filters

You can build a search for projects that meet multiple criteria by adding additional Field Filters. This will perform an AND search for your chosen fields. 

For example:

  • project description containing 'London' and

  • completion date after 1st January 2010

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