Creating custom filters

If none of Project's default filters meet your needs, you can create a new filter or modify an existing filter by customizing a filter's criteria from the More Filters dialog box. To edit an existing filter, follow these steps:

1. Display the view that you want to filter.

2. Choose ProjectOFiltered forOMore Filters to open the More Filters dialog box.

3. Select the option button of the type of filter that you want to use: Task or Resource.

4. Highlight the filter that you want to modify, and click the Copy button. Project displays a Filter Definition dialog box that is similar to the one shown in Figure 7-31.

Filler Definition in TJGIO.mpp"

1Y Shaw in [nenu

Filler Definition in TJGIO.mpp"

1Y Shaw in [nenu

Cyt Row | Copy Row ! | Inset Row | GeleteRow |

a

AndjOr

Feld Ware

Test

Value(s)

% Complete

does not equal

100%

And

% Work Compete Assignment

does not equal equals

100% Yfts

v

fv ^ho^ related summary rows Help fv ^ho^ related summary rows Help

Figure 7-31: The Filter Definition dialog box enables you to edit an existing filter.

The More Filters dialog box does not have a Filter reset button; consequently, any changes that you make are permanent. For this reason, I advise you to click the Copy button to make a copy of a filter that you want to modify, rather than clicking the Edit button to edit the original filter. That way, the original filters remain intact.

5. Click in the Field Name column; Project displays a list box arrow to the right of the field.

6. Select a field from the list.

7. Repeat Steps 5 and 6 for the Test column, and supply a comparison operator.

8. Repeat Steps 5 and 6 in the Value(s) column, and supply a filtering value.

New Vt When creating a new filter, Project 2003 enables you to choose values from a list Feature in the Value(s) column.

9. Repeat Steps 5 through 8 for each criterion that you want to create; also supply an And/Or operator if you supply additional criteria. Remember, And means that the filter displays information only if the task or resource meets all criteria, whereas Or means that the filter displays information if a task or resource meets any of the criteria.

10. Click OK to redisplay the More Filters dialog box.

11. Click Apply to apply the filter.

Note To create a new filter, click the New button in Step 4. In the Filter Definition dialog box, the name Fi 1 ter 1 appears in the Name box and no information appears at the bottom of the box. You need to supply a name for the new filter and some filtering criteria. To have your new filter appear in the Filtered for list, select the Show in menu check box.

Each line that you create in the Filter Definition dialog box is called a statement. To evaluate certain statements together, but separate from other statements in your filter, group the statements into a set of criteria. To group statements, leave a blank line between sets of criteria, and select either operator in the And/Or field for the blank row.

If your filter contains three or more statements within one criteria group, Project evaluates all And statements before evaluating Or statements. Because versions of Project earlier than 98 did not work this way, using filters that you created in versions of Project prior to Project 98 may produce results that you don't expect in Project 2003. However, across groups, Project evaluates And conditions in the order in which they appear.

Project Management Made Easy

Project Management Made Easy

What you need to know about… Project Management Made Easy! Project management consists of more than just a large building project and can encompass small projects as well. No matter what the size of your project, you need to have some sort of project management. How you manage your project has everything to do with its outcome.

Get My Free Ebook


Post a comment