Filtering project tasks with subtasks in PWA?

[David Keogh]

I need to be able to create a custom project view, as follows:

- Filter 'Task Name' field to a specific value
- Include all subtasks of that task

In other words, I need to show only a subset of project tasks, including a
specific parent task and all child tasks.

I can't find any way to do this via PWA. Suggestions?

 

[David Keogh]

I came up with a hack to do this, which is to filter the OutlineNumber field,
as in:

- Filter OutlineNumber begins with "1.1.2"

However this is very fragile as these numbers can change as the hierarchy
changes. Any better suggestions?

 

[Dale Howard [MVP]]

David --

There is no easy direct way to accomplish what you wish. The alternate
method I would use, if I was in your shoes, would be as follows:

1. In the Enterprise Global file, create a new custom enterprise Task text
field called Phase, or something like that. Add a value list to the field
containing the names of Phases in your enterprise project templates.

2. Ask your PM's to open each of their projects and to temporarily insert
the new Phase field in any task view. They will need to select the correct
value for each subtask in the project, then save and publish the project.

3. Create a custom PWA detailed Task view that filters for Task Name =
"insert Phase name here" OR Summary Task = "insert Phase name here."

Just a thought on how you might work around this problem. Hope this helps.