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Filter Values

Filter values setup is where you define the available values for each filter group, following the process described above. From here you can also set the colors for categories, time markers and pins inside NAV when using the RTC or Windows client. On the DS filter value page, click the AssistEdit button to open the color picker.

NAV Color Picker

Filter values vs doc filter values

Document filter values are the filter values that belong to a specific task or resource. They are usually a subset of the filter values, which list all the available values for a filter group.

The document filter values of a task describe the characteristics a resource needs in order to perform that task. A few examples make this concrete:

  • Which skills are required from a person to carry out a task?
  • What is the minimal pressure or power required from a machine?
  • What minimum capacity is required for a conference room?

The document filter values of a resource describe what that resource offers:

  • What are the skills of a person?
  • What is the minimal pressure or power delivered by a machine?
  • What is the capacity of a conference room?