Manage issues with filters
When working on large projects, using filters can be very helpful in dealing with a very large numbers of issues effectively. By combining several properties in the filter, you will have the possibility to follow the progress of the various team members, to spot delays, to take a closer look at a particular area in the building, or other things. The more you specify the criteria in your filter configuration, the more refined and specific your results will be. After setting the filters, it is possible to create a report from the filtered issue list.
How to set up filters
Navigate to the Issues tab in you BIMcollab Cloud project. By clicking on 'Filter' at the top right of this page, you can choose different possibilities to filter the issues. Depending on the display mode, the filter will show different settings.
When you are in list or tile view mode, you will have the choice to apply filters for all the properties of an issue, such as type, priority, visibility of the issue, etc. as well as the status of the issue.
You can select multiple values per dropdown field.
In the graphs mode, you will have almost the same options as in list or tile view mode, only the "Sorted on" field will not be applicable.
In the graphs mode, the filters that you configure on the issues determine what data will be considered in the graphs. There is also a filter on the types of graphs you want to display. To access this second filter, click the settings button
to open the 'Graphs settings' dialog window which allows you to enable or disable the different types of graphs. More information can be found in the article Monitoring BIM projects in graphs
- With the "Show activities" mode, the Filter function does not apply to the complete list of issues but only operates on the last modifications of the issues. There are fewer options available in this case.
Need to know about the filtering options
You can select multiple values per dropdown field
- When choices are made in more than one available field, the issues must meet all the criteria to remain displayed in the list of filtered issues
- The filters for the statuses are presented in the form of a switch, which gives you the possibility of adding each status to the filter independently
- For the "Deadline" field, you can choose to filter the issues that have a deadline =, ≥, or ≤ on the date of your choice
- The filter and sorting is remembered for you per project so next time you enter the project the same filter will be active as when you left
- Filters cannot be used in combination with ‘favorites’
For optimizing your workflow, you can save filters and use them again later.
Saved filters are only available in Connected and Enterprise plans.
Open the filter parameter, set them according to your needs and click 'Save filter'. Give the filter a name and click 'Save filter' again.
Apply a saved filter
Select a filter in the 'Saved filters' field, adjust the filter settings if needed and click 'Apply filter'.
Delete a saved filter
Select a filter in the 'Saved filters' field and click 'Delete'.
Filters cannot be edited. When changes are need, save a new filter and delete the old one.
Select issues for in a BCF export or XLS, PDF report
The 'Report' function takes into account the filters that have been applied on the list of issues. This allows you to export a selection of specific issues in a report in PDF, XLS, or BCF format. To choose the issues to export to a report, you can set up filters before clicking on 'Report'. Note that the 'Report' function also takes into account the selection of issues made using the checkboxes. If you select part of the issues from the list by checking these boxes, only the selected issues will be exported to the report. If you don't select anything, the report will contain all the visible issues at the moment of the export.
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