Project Management

Introduction

Filters allow us to query data in eramba and show it as a table. Please review the Filter course for in-depth training on how to create your own filters. Remember filters apply to all tabs in the project module: Projects, Tasks and Expenses.

Default Filters

While eramba comes with some default filters already defined for you (All Items, Etc) you can also make your own filters (review the Filter documentation).

The following filters are typically useful in this module:

• Project Tab
  • Projects Expired
  • Projects Expiring in the next couple of Weeks
• Task Tab
  • Expired Tasks
  • Tasks Expiring in the next couple of Weeks

Sending Filters as Regular Notifications

You can send default filters (or any filter that you create and save) over email in regular intervals. For example, you could send the filter “Policies with Reviews Due in the Next 14 Days” every week to your email in either CSV or PDF format.

To do this:

1. Go to the tab where the filter that you want to send is saved.
2. Click on “Notifications,” “Reports,” and then “New.”
3. Select “Send Scheduled Filter.”
4. Write a name for this notification.
5. Select the saved filter that you want to send over email.
6. Choose CSV or PDF.
7. If you toggle “Skip Empty Results,” no email will be sent if there are no results. Otherwise, an empty CSV or PDF will run.
8. Set how often you want the email to be sent. For example, 1 means every second day.
9. On the Recipient tab, select under Users the recipients for this notification.
10. Under the Email Body tab, adjust the body and subject to something that works for you.
11. Save.

Note: Visualizations do not apply to filter report notifications.