Using Project Status/State to filter out projects on hold

[Drew]

Hello,

I am trying to implement a custom field called Project Status that has
an option of "On Hold". We want to be able to filter this out of
resource planning.

In data analysis custom views, this is easy to do. However, when I
have a project open in MS Project, this project is still shown in the
Resource Usage view, showing no indication that the project is "On
Hold" because you can't put project custom fields in the Resource
Usage View.

Does anyone have ideas or advice to be able to use a custom field such
as "Project Status" to be able to filter out projects from showing up
as planned hours?

Thanks,
Drew

 

[Martin]

Hello,

I am trying to implement a custom field called Project Status that has
an option of "On Hold". We want to be able to filter this out of
resource planning.

In data analysis custom views, this is easy to do. However, when I
have a project open in MS Project, this project is still shown in the
Resource Usage view, showing no indication that the project is "On
Hold" because you can't put project custom fields in the Resource
Usage View.

Does anyone have ideas or advice to be able to use a custom field such
as "Project Status" to be able to filter out projects from showing up
as planned hours?

Thanks,
Drew

Hi Drew,

You cannot do that by just using a custom field, in addition to the
custom field for each project you need to modify the resource booking
types from "Committed" to "Proposed", this will remove the assignments
from the resource usage views (as long as 'include proposed bookings'
is deselected).


Hope that helps,

Martin

 

[bikerjohn]

why not do this in a data analysis view?

 

[Marc Soester [MVP]]

Hi Drew,

the reason for your issue is because Project tables and Resource Tables are
different sets of tables. In order to get around your issue I would open the
Project and make the Resources "proposed" and not committed. That will allow
you to include or exclude resources in the Resource center and in the Data
Analyser.
Hope this helps

 

[bikerjohn]

didn't see your line about already using data analsyis. sorry.