This article explains how to use the filter function in Next Project to narrow down and display specific information within any module. Using the Project Overview module as an example, it walks readers through enabling filters, selecting filter criteria by column, and viewing the resulting filtered data.

The filter function works the same way across all modules in Next Project. The steps below use the Project Overview module as an example, but the same principle applies to any module that has filtering available.

1. Open the module where you want to filter information, such as Project Overview. In the project tree, select the level (project) you want to filter information for. If you'd like to include underlying projects as well, click the Show underlying data icon above the project tree.

2. Turn on the filter by clicking the filter icon.

   

   Work Order list — note the active filter indicator in the toolbar.

3. A green row will appear. Click the green cell under the column you want to filter by — for example, Project Manager or Status.

   

   Work Order list tab — note the Status and Budget hours columns visible.

4. Select one or more values — for example, all projects assigned to a specific project manager that have an ordered status. Then click the filter button.

   

   Work Orders list view with Status column filter dropdown showing all available status options.

5. Your filtered results will appear at the top — in this example, showing all projects with an ordered status for the selected project manager, within the selected project and its underlying projects in the project tree.

Work Order tab showing list view; note the multiple work orders and their statuses.