Filtering sub-projects

[Steve Scott]

I have eg 10 sub-projects (eg Project A, Project B etc ) inserted into a
Master project. If I use Outline level 1 all I see is 10 lines of info ie
the names of the 10 inserted projects.

I want to create a custom filter that allows me to specify eg Name =
Project C or = Project F. When I run the filter I want to see just two
lines of info ie Project C and Project F. When I run the filter though I get
no lines of data displayed.

Do I need to ensure that the column I am filtering on contains the value I
am filtering for in every single line in that plan? Is there any easy way
of tagging plans
at the project summary level in order to filter without having to tag all
tasks in all plans?

PS - we do not have Project Server unfortunately! So I need a solution for
MS standard

 

[John]

I have eg 10 sub-projects (eg Project A, Project B etc ) inserted into a
Master project. If I use Outline level 1 all I see is 10 lines of info ie
the names of the 10 inserted projects.

I want to create a custom filter that allows me to specify eg Name =
Project C or = Project F. When I run the filter I want to see just two
lines of info ie Project C and Project F. When I run the filter though I get
no lines of data displayed.

Do I need to ensure that the column I am filtering on contains the value I
am filtering for in every single line in that plan? Is there any easy way
of tagging plans
at the project summary level in order to filter without having to tag all
tasks in all plans?

PS - we do not have Project Server unfortunately! So I need a solution for
MS standard

Steve,
I'm a little confused. What field are you filtering on? If you are
filtering on the Name field, then yes, that field must contain the value
in the filter. However the field being filtered does NOT need to be
visible in the view.

If you are only looking for the insertion point summary lines, at least
that's how I interpret your scenario, then no, you do not need to insure
that all tasks have data in the filtered field.

John
Project MVP

 

[Jim Aksel]

You could create a formula in a custom field such as Text1 to automatically
populate the Text1 field with criteria such as "Project C", "Project F" as
required. This would automatically place the value in all rows of that
specific project file.
Your custom filter can be created to filter on C, F by using multiple "Or"
statements. You could probably be creative with some VBA and allow the user
to input the filter criteria at runtime. "Project A and Project J" for
instance.

 

[JulieS]

Hi Steve,

A couple of suggestions: if you insert the [Project] field into a view,
you can see the file names for each task -- *except* the Inserted
Project summary task. The [Project] field for the Inserted Project
summary task will show the master project's file name.

I am not 100% clear what you are trying to do, but perhaps using a
combination of a custom filter which tests the [Project] field and looks
for the appropriate Outline level will show what you need.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project