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Workday User Guide
Last Updated: 2024-01-26
Manage Filters and Views in Pipeline and Contracts

Manage Filters and Views in Pipeline and Contracts

Create sourcing projects and contracts and have
Project Types
 and
Contract Types
 configured.
You can apply filters to your projects or contracts and create filtered views. Use filters to narrow the projects or contracts listed on your dashboard to focus on a specific aspect of your projects or contracts.
You can share different filtered views with other sourcing managers in your organization.
  1. Access
    Filters
     from your project dashboard and select filter criteria.
  2. Click the
    Apply Filters
     button.
  3. Click the
    Save As
     button to save your filter and enter a
    Saved View Name
     and
    Description
    .
  4. To share your
    Saved View
     with teams and teammates, select teammates from the drop-down menu.
  5. Save the filter.
You can access saved
Views
 in
Projects
.

This content is not part of the Workday Administrator Guide.