Custom filter for a lookup table in Project Server 2013

I tried to use a contains,begin with Test condition within a filter for a project-level custom field that linked to a lookup table in Project Center view, but unfortunately,It’s not working properly, even equal to test condition is working only with the exact value of this field.

custom filter lookup table  PWA

Cause:

This is a limitation on the view filtering,where the Test list options (contains and begin with …etc) work with text fields properly.

Solution: 

To overcome this limitation,you should follow the mentioned steps below:

  • From PWA Settings > Below enterprise data > Click on Enterprise Custom fields and lookup tables.

Create Custom field

  • Click a New field with text type based on a formula > In formula section put the old custom field name that linked to a Lookup table.

new custom field formula

  • Publish your project to reflect the value of the old custom field to the new text custom field.
  • You could now use all Test filter options like contains and begin with …etc to build your conditions without any limitation.

custom filter lookup table PWA

Enjoy 🙂

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