Filtering on late milestones

[Dave Barr]

I have a master schedule with 5 fairly lengthy inserted schedules that I
need to manage from different cross functional groups. Rather than manage
each line in each schedule my plan is to manage major milestones (and by
manage I mean look for schedule slippages)

I would like to set up a Filter on the following:

1) Milestone tasks
2) < 100% complete
3) Due before today

Can anybody help me with this? Although I have been using project for years
I haven't really made real use of it's features and filters are one area I
am new to.

Thanks

Dave

 

[Dave Barr]

Sorry for the premature question - I managed to create my own custom filter
to do this

Dave

 

[Gerard Ducouret]

Hello Dave,
Try the following:

Insert a custom Date field such as Date1.
Right Click the Date1 label / Customize field.. / Formula / Function /
Date-Time / Date()
May be this field will need to be recalculated every day by [F9] function
key.

Project / Filter for / More filters... / New
Field Name : Milestone
Test: equals
Value : Yes
AND
%Complete
Is Less Than
1
AND
Start
Is Less Than
Date1

Hope this will work. Please let us know

Gérard Ducouret

 

[Dave Barr]

Actually I'm not quite there.

In the filter I created I put a line

Finish
is less than
today

but what happens is that it plugs in today's date and this date remains the
same even when the date on my PC changes. I expected that each time the
Filter was applied it would see 'today' and apply the current date.

Can anybody tell me how to do this?

Thanks

Dave

 

[Steve House [MVP]]

Instead of the Today() or Date() function, try this. Set the user defined
field Date1 equal to the field [Current Date]. Then use the expression
[Finish] < [Date1] in your filter.

 

[Dave Barr]

Thanks - I couldn't work out where I should set [Current Date] so I set up a
function where I set Date1 to DateValue(Now())

Dave

Hello Dave,
Try the following:

Insert a custom Date field such as Date1.
Right Click the Date1 label / Customize field.. / Formula / Function /
Date-Time / Date()
May be this field will need to be recalculated every day by [F9] function
key.

Project / Filter for / More filters... / New
Field Name : Milestone
Test: equals
Value : Yes
AND
%Complete
Is Less Than
1
AND
Start
Is Less Than
Date1

Hope this will work. Please let us know

Gérard Ducouret

I have a master schedule with 5 fairly lengthy inserted schedules that I
need to manage from different cross functional groups. Rather than manage
each line in each schedule my plan is to manage major milestones (and by
manage I mean look for schedule slippages)

I would like to set up a Filter on the following:

1) Milestone tasks
2) < 100% complete
3) Due before today

Can anybody help me with this? Although I have been using project for years
I haven't really made real use of it's features and filters are one area
I
am new to.

Thanks

Dave