Tasks Workspace Timeline view: Filtering groups

Products

• Clarity FedRAMP
• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

Tasks Workspace Timeline view: Filter groups do not behave properly if project or investment level attributes are part of the filtering criteria

 

STEPS TO REPRODUCE:

1. Create a project called "Filtering tasks"
2. Create two tasks: 
   • "Early task" and set its finish date to 1st of April 2026
   • "Late task" and set its finish date to 31st of April 2026
3. At project level, populate the Project category type to "Other"
4. Go to the Tasks workspace in MUX
5. Open the Grid view and Add filter groups:
   • Finish < April 15, 2026 - Project category (Project) = Other  (Task finish is earlier than April 15th and Project Category equals Other) 
   • Finish > April 15, 2026 - Project category (Project) != Other (Task finish is later than April 15th and Project Category is not equal to Other) 
6. Only 1 task is filtered down: Early Task
7. Open the Timeline view and look to the filtered data. The Filtering tasks project is returned and the tasks can get expanded

 

Expected Results: Only 1 task is filtered down: Early Task

Actual Results: Both tasks are returned, even if one of the filter groups is not met

Environment

Any supported Clarity release

Resolution

This is by design.

For the timeline we treat the filter differently than we do the grid since it is a hierarchical structure

• The first request gets all the investments that could have visible children. This is when the Project category (Project) field filter happens.
• When the user expands the parent, the request for the Tasks just use the pieces of the filter that are associated with the Task object. This is when it looks to the Task Finish Date filtering criteria. This time investment related fields are not taken into account.