Create the Planview Filters

To ensure only relevant data is imported into CSM, you need to create filters in your Planview PPM Pro account.

To create Planview filters:

1. Login to your Planview Pro account.
2. On the menu bar, select Home, and then on the left, select Filters.
3. On the Filter page, select New, and then select New Filter.
4. For the title, enter All Projects.
5. Under Criteria, from the Show drop-down list, select Projects.
6. In the any of the following are true drop-down list, scroll down to Filterable Fields, and then select the Show all (185) fields.
7. Scroll down the list of fields and select Project: ID.
8. In the next drop-down list, select is greater than.
9. In the next field, enter 0, and then select Save.
10. Select New, and then select New Filter.
11. For the title, enter Tasks Assigned to Resources.
12. Under Criteria, from the Show drop-down list, select Tasks.
13. In the any of the following are true drop-down list, scroll down to Filterable Fields, and then select the Show all (354) fields.
14. Scroll down the list of fields and select Task: Scheduled Hours.
15. In the next drop-down list, select is greater than.
16. In the next field, enter 0, and then select Save.