Managing products and portfolios : Configuring views : Filtering views : Sharing or copying a filter
  
Sharing or copying a filter
Configure a filter so that the filter can be either copied as an editable private filter or shared with members who have specific user roles in a view. You can, then, customize the filter according to specific requirements, or share the filter with members who have access to a view.
Before you begin
Create filters for the view where you want to share the filter.
About this task
Use Share filter to share a filter with a user or a group of users who have access to the view, based on the user role.
Example
A filter to be shared with only the users having the “Project Manager” role. The shared filter can be edited only by a user with the permission to edit Shared Filters. The changes made by a user to a shared filter can be viewed by all the shared users of that filter. If a new user with the same user role is added to the view, the filter is automatically added as a shared filter to that user.
Procedure
1 In the navigation panel, select the view for which to create a shared filter.
2 In the view toolbar, click Filter icon. All of the available filters for the selected view are displayed.
3 To share a filter, click Share filter icon.
4 Specify the member role with whom the filter is to be shared.
5 Click Apply, and then click Close.
6 Load the view in which the filter is shared for the role, and then click the list of filters. The shared filter is displayed in the list of filters.
See
Filtering views