Top Menu

Jump to content
Home
    Modules
      • Projects
      • Activity
      • Work packages
      • Gantt charts
      • Calendars
      • Team planners
      • Boards
      • News
    • Getting started
    • Introduction video
      Welcome to OpenProject Community
      Get a quick overview of project management and team collaboration with OpenProject. You can restart this video from the help menu.
    • Help and support
    • User guides
    • Videos
    • Shortcuts
    • Community forum
    • Enterprise support
    • Additional resources
    • Data privacy and security policy
    • Digital accessibility (DE)
    • OpenProject website
    • Security alerts / Newsletter
    • OpenProject blog
    • Release notes
    • Report a bug
    • Development roadmap
    • Add and edit translations
    • API documentation
  • Sign in
      Forgot your password?

      or sign in with your existing account

      Google

Side Menu

  • Overview
  • Activity
    Activity
  • Roadmap
  • Work packages
    Work packages
  • Gantt charts
    Gantt charts
  • Calendars
    Calendars
  • Team planners
    Team planners
  • Boards
    Boards
  • News
  • Forums
  • Feature tour
    Feature tour

Content

You are here:
  1. Forums
  2. General discussion

Filtering Project Manager in Module "Work packages" possible?

Added by Thyrrel Schendzielorz about 4 years ago

Hello,

maybe I just overlooked an existing possibility to filter by "Project Manager" but I don't think so because there isn't any field to specify a project manager in the project settings if a project.
We follow RACI and I think that we are not the only company doing so and we would welcome any response how to filter the work packages module for a certain project manager.

Kindest regards
Thyrrel Schendzielorz


Replies (4)

RE: Filtering Project Manager in Module "Work packages" possible? - Added by Max Mutzge about 4 years ago

Hello Thyrrel, you can set custom fields (https://docs.openproject.org/system-admin-guide/custom-fields/custom-fields-projects) for the RACI responsibilities. Don't forget to activate them in the respective project if you haven't set them as default or for existing projects (https://docs.openproject.org/user-guide/projects/project-settings/custom-fields).

Then you can use "view all projects" to create an overview according to your needs (https://docs.openproject.org/user-guide/projects/#view-all-projects). From release 11.0 on you can also decide which columns and in which order should be displayed.

Kind regards

Matthias

RE: Filtering Project Manager in Module "Work packages" possible? - Added by Thyrrel Schendzielorz about 4 years ago

Hello Matthias,

thanks a lot for your quick reply. I often make use of special views in OpenProject. Is filtering possible for custom fields in the non-Enterprise-Edition?

Kind regards
Thyrrel

RE: Filtering Project Manager in Module "Work packages" possible? - Added by Thyrrel Schendzielorz about 4 years ago

Hello,

I added a custom field "Project Lead"for projects and the field is displayed in existing and new projects.
But unfortunately it is impossible to filter for a certain "Project Lead" because this custom field is not selectable using filters.

Kind regards 

Thyrrel

RE: Filtering Project Manager in Module "Work packages" possible? - Added by Max Mutzge about 4 years ago

Hello Thyrrel, displaying the project custom fields in the global projects overview is a premium feature. To try this you can start a trial at https://www.openproject.org/enterprise-edition/.

Kind regards

  • (1 - 4/4)
Loading...