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Tick the check boxes alongside the project list to select them for any quick updates. Click 'Quick Update' to move to the quick update screen where the selected projects can be updated one by one. (Refer Quick Project Update for more details).
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Customisation and Advanced Search in Project Register Page
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Click on the 'Clear' button in order to clear filters that have been applied and reset to default.
Change the Advanced search fields through the 'Project Register View' page in Project Settings. Within this section, you can turn the 'Search Visibility' of advanced search fields ON/OFF.
Filter the portfolio view using the simple search and advance search functionalities. The following logics will be applied when you filter the projects in the portfolio view of the register.
When the portfolio level is activated:
If a particular portfolio and the program linked to it do not satisfy the filter criteria, but the projects underneath the program satisfy the criteria, then those projects will be displayed as standalone projects in the project register. The portfolio and the program will not be shown in the project register.
If a certain portfolio does not satisfy the filter criteria, but the programs and projects underneath it satisfy the filter criteria, only then will those programs and projects be shown as a hierarchy in the project register.
If a certain portfolio satisfies the filter criteria, but the programs and projects underneath it do not satisfy the filter criteria, then that portfolio will be displayed as a standalone project in the project register.
If a certain program satisfies the filter criteria, but the portfolio above it and the projects below it do not satisfy the filter criteria, then that program will be displayed as a standalone project in the project register.
If the portfolio and project levels in the hierarchy satisfy the filter criteria, but the program level beneath the portfolio does not satisfy the filter criteria, then the portfolio and the projects will be shown as a hierarchy in the project register. Programs linked to the portfolio will not be shown in the hierarchy.
When the portfolio level is not activated (i.e. only programs and projects are available):
If a project satisfies the filter criteria, but not the program above that project, then that project will be displayed as a standalone project in the project register.
If a program satisfies the filter criteria, but not the projects below it, then that program will be shown as a standalone project in the project register.
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