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Column headers on the grids in iTeam can be used to sort and
filter the data contained in them. Click on the triangle symbol
following a column title to open the column menu then select a
Filter. Enter the value to filter the column.
Example of filtering the resource column on the effort forecast
All Columns can be sorted in ascending or descending order by
clicking once on the header text. Click again to sort in the
Get Data Side Bar
The Get Data Side Bar is available from every page in 'Portfolio
Management' on the left side of the window.
Expand panel button along the left side on a page.
The Get Data command requires that project and resource nodes are
selected and that the start date, granularity type and number of
periods have valid entries before returning data from the database.
Expand a sub tab by clicking the icon
Get Data panel with expandable sub tabs.
Permission effects which Resource and Project nodes are
available to the user and also which commands are available on each
page. See the below table for reference.