MS Project Server 2007 - Filter? Custom Field?

[Rachel]

I want to be able to create a management report that will filter for the
following tasks:
- Has a Start date within the next 5 days
OR
- Has a Finish date within the next 5 days

How do I do this? If I use a filter it filters for both items, meaning it
uses AND instead of OR. Is there a custom field I can use? Suggestions?

Thanks,
Rachel

 

[Andrew Lavinsky]

Your problem is that you need to reference the current date. You can either
create a filter (Project > Filtered for > More Filters) for:

Start is less than "Starts before"?
OR Finish is less than "Finishes before"?

.....using that syntax as it will prompt you for the start and finish dates
when you run the filter.

Or create a custom flag field using a formula like this:

IIF([Start]<([Current Date]+5),Yes,IIF([Finish]<([Current Date]+5),Yes,No))

....although that would also capture your completed tasks. Is that what you
want.

Also notice this forum should be shut down soon. You should post future
requests here:

http://social.technet.microsoft.com/Forums/en/category/projectserver2010,projectprofessional2010

 

[Rachel]

This is perfect, thanks! I can just filter out the 100% complete tasks.

I've never used the flag custom field before and didn't realize that you can
use Current Date in a forumla.

Thanks again.

Rachel

Your problem is that you need to reference the current date. You can either
create a filter (Project > Filtered for > More Filters) for:

Start is less than "Starts before"?
OR Finish is less than "Finishes before"?

....using that syntax as it will prompt you for the start and finish dates
when you run the filter.

Or create a custom flag field using a formula like this:

IIF([Start]<([Current Date]+5),Yes,IIF([Finish]<([Current Date]+5),Yes,No))

...although that would also capture your completed tasks. Is that what you
want.

Also notice this forum should be shut down soon. You should post future
requests here:

http://social.technet.microsoft.com/Forums/en/category/projectserver2010,projectprofessional2010

I want to be able to create a management report that will filter for the
following tasks:
- Has a Start date within the next 5 days
OR
- Has a Finish date within the next 5 days

How do I do this? If I use a filter it filters for both items, meaning it
uses AND instead of OR. Is there a custom field I can use? Suggestions?

Thanks,
Rachel