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Applying Filters to the Portfolio Tree

This feature is available in Enterprise and Ultimate editions.

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Overview

To limit the rows displayed in the Portfolio Tree, you can use filters to narrow the focus of active portfolio items.

For each portfolio item, you can click the plus icon to view all the child item details.

Steps

  1. Go to Portfolio Planning > Portfolio Tree.

  2. Click or start typing in the filter field, and then select the any of the filter options.

  3. Repeat the previous step to apply more filters, and then click Apply when done.

Clearing Filters

To clear a single filter:

  • Click on the - symbol next the the name of the filter.

To remove all filters that have been applied and restore the default settings:

  • Click Clear All Filters in the top right corner of the page