tasks shift after filter or upon reopening file

[opus88]

I'm just beginning to learn Project without the benefit of a class or mentor,
so please bear with me. I'm not even convinced Project is a good option for
what we do, but I wasn't given much choice, so I'm doing the best I can.

When I open Project, it re-sorts my tasks. There are, say, 4 tasks under a
parent task, and they are in chronological order. But when I mark one or more
tasks as completed, the next time I open Project it places them at the bottom
of those 4 tasks. How can I tell Project to stop moving these to the bottom
of the list? It's important that they remain in the same order I placed them,
regardless of completion percent.

Also, numerous times each day I will add one or more new rows of tasks at
varying levels, placed according to related jobs. When I reopen - or after
running a filter or sort - tasks end up nested within other tasks, so they
often are no longer associated with their parent tasks. And many times, it
will not let me indent or outdent to the proper level - when I try to shift
the rows, it puts them somewhere else completely unrelated and I cannot find
them, or it will force them into the middle of another group of tasks,
disassociating the now-interrupted tasks yet keeping the new tasks together
with their parent. I must hit Undo (I can't believe Project only allows one
level of Undo!) and just live with tasks being at the wrong level. This is
driving me absolutely CRAZY!

Since our final deadlines (most of the time) cannot shift, it requires
manual rescheduling when an internal deadline is missed; therefore, the
predecessor/date functionality had to be turned off. Maybe that has something
to do with this?

Can anybody please help with this?

 

[Jan De Messemaeker]

See answers embedde

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
+32 495 300 620
For availability check:
http://users.online.be/prom-ade/Calendar.pdf

I'm just beginning to learn Project without the benefit of a class or
mentor,
so please bear with me. I'm not even convinced Project is a good option
for
what we do, but I wasn't given much choice, so I'm doing the best I can.

When I open Project, it re-sorts my tasks. There are, say, 4 tasks under a
parent task, and they are in chronological order. But when I mark one or
more
tasks as completed, the next time I open Project it places them at the
bottom
of those 4 tasks. How can I tell Project to stop moving these to the
bottom
of the list? It's important that they remain in the same order I placed
them,
regardless of completion percent.

Project Menu, Sort, Sort by ID.
Now save the project

Also, numerous times each day I will add one or more new rows of tasks at
varying levels, placed according to related jobs. When I reopen - or after
running a filter or sort - tasks end up nested within other tasks, so they
often are no longer associated with their parent tasks. And many times, it
will not let me indent or outdent to the proper level - when I try to
shift
the rows, it puts them somewhere else completely unrelated and I cannot
find
them, or it will force them into the middle of another group of tasks,
disassociating the now-interrupted tasks yet keeping the new tasks
together
with their parent. I must hit Undo (I can't believe Project only allows
one
level of Undo!) and just live with tasks being at the wrong level. This is
driving me absolutely CRAZY!

Same diagnostic. Your view is sorted. Sort by ID.
BTW, Project 2007 has multiple levels of undo.

Since our final deadlines (most of the time) cannot shift, it requires
manual rescheduling when an internal deadline is missed; therefore, the
predecessor/date functionality had to be turned off. Maybe that has
something
to do with this?

Most likely not. Still, sin and shame you are not using Project for its
features by turning off calculation.

 

[Dean C]

You may have more wrong than Jan identified.

Try the macro below.
Sub ResetView()
'Use this macro when you can't figure out why you can't see something.
'This macro turns off autofilter, filters for all tasks, sorts by ID,
expands the outline to show all tasks then goes to the first task name
ViewApply Name:="Gantt Chart"
GroupApply ("No Group")
FilterApply Name:="All Tasks"
SelectSheet
Application.Sort Key1:="ID", Ascending1:=True, Renumber:=False
SummaryTasksShow (True)
OutlineShowAllTasks
SelectTaskField Row:=0, Column:="Name"
End Sub

 

[opus88]

Hi, Dean!

Thank you for your reply - I appreciate you taking the time and effort to
assist. I had been checking to be sure all tasks were showing, although I
certainly realize I could be missing something. I think your suggestion would
be really helpful if I knew how to do it. Once I found the Macro menu, I
didn't understand how to plug in your information. Sorry - I really am a
beginner with this. But Jan's suggestion did work. Again, many thanks.

 

[opus88]

Hi, Jan!

Thank you so much! It worked beautifully! Three months of frustration are
erased with a couple of mouse clicks - how simple!

"Sin and shame" accepted - LOL! Yes, we're just using it as an expanded
spreadsheet because it does offer more than Excel. Project is not ideal for
our situation - in fact, it's hugely cumbersome and most functions are not
needed for what we do - but so far nobody makes what would be right for us.
So we're stuck for now.

Again, thank you!