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After you select ‘My preferences’ you will go to the tab ‘Filter’ of the screen ‘My Preferences’.

Every user of Invantive Estate has access to some of the projects or even to all projects. However, you usually work with only one part of the projects or just one project. The filter helps you in all reports and screens to see and edit only the project data that are relevant to you.

The section ‘Filter’ in the screen ‘My Preferences’ consists of a list of restrictions which are combined to form a list of projects that comply with these restrictions.

If you wish to erase the filter then use the button ‘Erase filter’.

Screen Outlook Add-in My Preferences: Filter

The meaning of the entry fields is:

Reporting Date

Here you can enter the reporting date for which the information on the reports should be shown. This date is activated by checking the selection box.

Project Versions

Displays the project version of the project data which has to be shown in the reports.

Start Date

The start of the reporting data range. All data before this date are not reported.

End Date

The end of the reporting date range. All data after this date are not reported.

Project

Limit the filter to a specific project.

Product group

Limit the filter to all projects from the relevant product group.

Product Group Director

Limit the filter to all projects with the product group director.

Project developer

Limit the filter to all relevant projects of the relevant developer.

Project Phase

Limit the filter to all projects in the relevant implementation stage.

Closed

Limit the filter to all projects that have been closed or not.

City

Limit the filter to all projects where the name of the city where they are executed contains this text.

Legal Entity

Limit the filter to all projects where the name of the legal structure under which they are executed contains this text.

Reporting group

Limit the filter to all projects where the reporting group contains this text.

Classification

Limit the filter to all projects with the classification that appears in this field. A classification is a label that can be linked to a project or a person. WIth these labels you can find the desired information more easily.

The meaning of the other fields:

Your Name

Your name as registered in the personal administration.

Number of Projects in Filter

Indicates the number of projects that comply with the settings in the filter.

X

Important Safety and Usage Information

Intended Use and Limitations: This software, developed by Invantive, is designed to support a variety of business and information technology data processing functions, such as accounting, financial reporting an sales reporting. It is important to note that this software is not designed, tested, or approved for use in environments where malfunction or failure could lead to life-threatening situations or severe physical or environmental damage. This includes, but is not limited to:

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Disclaimer of Liability: Invantive disclaims any responsibility for damage, injury, or legal consequences resulting from the use or misuse of this software in prohibited or unintended applications.

  
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