CA Clarity PPM Basics User Guide

Filtering

Filter

Lets you filter the list with criteria you select. You can expand or collapse the filter by double-clicking the toolbar or by clicking the icons (+ or -) that appear beside the filter name. The filter in use is listed in the filter field. Click the down arrow to see a list of saved filters.

Options Menu

This menu contains options that apply to the portlet being viewed. The options that appear can vary depending on the portlet. The following list shows some of the menu options that can appear on the Options menu.

Configure

Lets you do the following:

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Modify the list and filter fields

Modify the list and filter layout

Aggregate the information in columns

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Set options for how the list displays

Define the display settings for a Gantt chart

Define the time period settings for a time-scaled value

Note: For information about settings for Gantt charts and time-scaled values, see the Personalizing CA Clarity User Guide.

Multisort

Lets you sort the information in a list using multiple columns.

Export to Excel (Data Only)

Exports the information in the list to a Microsoft Excel format. No charts are included this export.

Filtering

List pages consist of two sections: a filter and the list. At the top of the page, the filter section contains search fields that you can specify search criteria. On most pages, this section is collapsed.

Below the filter section is the list. For example, on the projects list page, the list displays projects based on the filtering criteria you entered. If you do not enter filtering criteria, all items display in the list.

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