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Answers to Frequently Asked Questions about Account > Filter Sets and
Filter Set Issues

Latest update: 20 September 2001

How do I add a project to multiple filter sets?

Note: This question and answer applies equally to clients, users, services, and expense items.

When you create a project while you are using a filter set that DOES NOT allow you access
to all projects, you will see a check box at the bottom of the New Project dialog box which
says, "Add this project to the current filter set." (Note that you must also have a role that
allows you to "modify filter sets for existing things.")
If you enable this check box, the project
will be added to the "Access Control" list for the filter set. Note that this project will not
become available for users who are currently using the filter set (including yourself) until
they log out and back in to their account.

Once you have filter sets set up that do not allow access to all projects, you can
quickly add existing projects to these filter sets (new projects are automatically
added to filter sets that allow access to all projects). Go to the Account > Projects >
[Project name] > Edit Projects dialog box, and at the bottom of the form, you will see a
">Create" or ">Edit" button in the "Filter set" section. When you click on this button, you
will be able to select from the list of available filter sets (those that restrict access
to certain projects) the filter sets for which you want to add access to the current project.
Once you have made your selections, click "OK" and then remember to click "Save" on the Edit
Project dialog box.

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