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Answers to Frequently Asked Questions about Account > Filter Sets and Filter Set Issues
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Latest update: 20 September 2001
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How do I add a project to multiple filter sets?
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Note: This question and answer applies equally to clients, users, services, and expense items.
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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.
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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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