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In Project 2013 need a way to filter on incomplete tasks and be able to show completed subtasks on individual summary tasks without having to remove the filter RRS feed

  • Question

  • Hello

    The very useful feature in MS Project 2007 of filtering on incomplete tasks and still having the completed tasks show on an individual summary record seems to have been removed from MS Project 2013.

    We want to be able to do this without removing the incomplete tasks filter.

    Has anyone found a way to do this such as creating a macro or some other way to get this feature back?

     

    Thanks

    Monday, May 23, 2016 8:26 PM

Answers

  • Need to use VBA now; here is my code

    'This macro will flag all summary taks and sub-tasks for the summary task that is incomplete
    Sub FlagSelTsks()
    Dim t As Task
    Dim c As Task
    For Each t In ActiveProject.Tasks
    t.Flag1 = t.Summary
        If Not t Is Nothing Then
            If t.Summary And t.PercentComplete = 100 Then
                t.Flag1 = False
            End If
            If Not t.Summary Then
            t.Flag1 = t.OutlineParent.Flag1
            End If
        End If
    Next t
    End Sub

    • Proposed as answer by philosopherssage Tuesday, May 24, 2016 8:38 PM
    • Marked as answer by Hotmail1 Wednesday, May 25, 2016 12:16 AM
    Tuesday, May 24, 2016 8:36 PM
  • Hotmail1,

    Okay you convinced me. Herewith is a macro that will emulate that "feature" in current versions of Project. I suggest you customize the quick access toolbar so you can easily run the macro with a single click.

    John

    Option Explicit
    Sub Emulate7Filter()
    'This macro emulates a "feature" in the way filters worked in previous versions
    '   of Project. For example, let's say the "Incomplete Tasks" filter is applied.
    '   In previous versions, if a summary line for a group of filtered tasks is then
    '   collapsed and expanded, the summary will show all tasks under the summary, even
    '   though the filter is still applied to the rest of the file
    'To use this macro,
    '   1.Apply the desired filter (insure the filter includes summary tasks)
    '   2.Select the summary task to be expanded
    '   3.Run the macro
    'Macro written by John - Project, May 25, 2016
    Dim t As Task
    Dim st As Task
    Dim SelTsk As Long

    'First, clear flag from previous run, capture selected summary line
    '   then set a flag for tasks in the current filter
    '   This will be used to create a modified version of the current filter
    For Each t In ActiveProject.Tasks
        t.Flag1 = False
    Next t
    SelTsk = ActiveSelection.Tasks(1).UniqueID
    SelectAll
    For Each t In ActiveSelection.Tasks
        t.Flag1 = True
    Next t

    'Second, remove filter and set flag for all tasks under the selected summary
    FilterApply Name:="all Tasks"
    For Each st In ActiveProject.Tasks.UniqueID(SelTsk).OutlineChildren
        st.Flag1 = True
    Next st

    'Finally, create filter for flag and apply
    FilterEdit Name:="FiltFeat", Taskfilter:=True, Create:=True, Overwriteexisting:="true", _
        FieldName:="flag1", Test:="equals", Value:="yes", ShowInMenu:=False, showsummarytasks:=True
    FilterApply Name:="FiltFeat"

    End Sub

    • Marked as answer by Hotmail1 Wednesday, May 25, 2016 11:46 PM
    Wednesday, May 25, 2016 3:18 PM

All replies

  • I suspect that the reason no one has answered your question for 16 hours and 20 minutes is because no one can figure out what your question is.

    Can you perhaps explain it better? You want to run the incomplete tasks filter but still see the completed tasks... what??

    Maybe you mean a highlight filter, where instead of filtering out the tasks which don't meet the criteria, the ones that do get highlighted. Well, it's still there in the newer versions.

    Tuesday, May 24, 2016 12:52 PM
  • Hotmail1,

    I'm with Trevor on this one. As described, there is no such feature in Project 2007, or any other version of Project for that matter. See screen shots below.

    So, what do you mean? Once we understand what you mean we can either clarify a misunderstanding or help create what you need.

    John

    Project 2007 with SP3 - before filter

    Project 2007 with SP3 - after Incomplete filter is applied (note filter criteria)

    Project 2010 (works the same as Project 2013) - before filter

    Project 2010 (works the same as Project 2013) - after filter (note filter criteria is same as Project 2007)

    Tuesday, May 24, 2016 3:37 PM
  • Thanks

    Hope this helps in explaining this better.

    The missing piece is AFTER the incomplete filter is applied and left on.

    In the example provided for MS Project 2007 of task summary B AFTER the filter has been applied, you can click on task summary B and toggle (+/-) and ALL subtasks (task d, task e, task f) will be shown while the incomplete filter is still on.

    In the example provided for MS Project 2013 of task Summary 2 AFTER the filter has been applied, you can click on task summary 2 and toggle (+/-) and ONLY subtask (task 6) will be shown while the incomplete filter is still on. In other words Project 2013 does NOT allow showing ALL subtasks on an individual summary task WHILE the incomplete filter is still on.

    The only way this works in 2013 is if you unfilter everything and then go back to the summary of which you were just on and look at it.

    Tuesday, May 24, 2016 4:08 PM
  • Hotmail1,

    Okay, now that makes more sense. Yes, that was a fundamental change introduced in Project 2010, I assume to make filtering more true to the intent. In other words if a filter is applied, then the displayed data should remain filtered regardless of whether the user expands or collapses a summary line.

    My question is, why in the world would you want to have tasks show that were not part of the filtered set (i.e. complete and incomplete tasks when the Incomplete filter is applied)? Could the old, in my view incorrect, performance be replicated in current versions? Well, yes, with some VBA but that would involve removing the filter when a summary is expanded after a collapse but that can be done easily by manual application or removal of the filter anyway, so nothing is gained by automating the process. Either a filter is applied or it is not.

    Probably not the answer you wanted, but that's the way it works.

    John

    Tuesday, May 24, 2016 5:17 PM
  • Need to use VBA now; here is my code

    'This macro will flag all summary taks and sub-tasks for the summary task that is incomplete
    Sub FlagSelTsks()
    Dim t As Task
    Dim c As Task
    For Each t In ActiveProject.Tasks
    t.Flag1 = t.Summary
        If Not t Is Nothing Then
            If t.Summary And t.PercentComplete = 100 Then
                t.Flag1 = False
            End If
            If Not t.Summary Then
            t.Flag1 = t.OutlineParent.Flag1
            End If
        End If
    Next t
    End Sub

    • Proposed as answer by philosopherssage Tuesday, May 24, 2016 8:38 PM
    • Marked as answer by Hotmail1 Wednesday, May 25, 2016 12:16 AM
    Tuesday, May 24, 2016 8:36 PM
  • Thanks for the reply

    We have many change requests (CSRs) in a few schedules that contain only change requests. We have 6 lead development managers across all of these CSR's and the CSR's are in various stages of completions. There can be many coding tasks for a large change request grouped by development area.

    Many times we get in meetings with the client and/or leads and they initially only want to see what hasn't been completed. Filtering all the completed out initially presents the data in an easier to read more condensed form. However, in every meeting as we are going through the CSR's, the client or leads want to see all tasks complete or not that is making up a particular summary coding task or testing task that is incomplete. Doing it this way helps them recognize what might be causing an issue easier without all the tasks being displayed initially.

    Anyway, this happens all the time. 

    Wednesday, May 25, 2016 12:51 AM
  • Hotmail1,

    Okay you convinced me. Herewith is a macro that will emulate that "feature" in current versions of Project. I suggest you customize the quick access toolbar so you can easily run the macro with a single click.

    John

    Option Explicit
    Sub Emulate7Filter()
    'This macro emulates a "feature" in the way filters worked in previous versions
    '   of Project. For example, let's say the "Incomplete Tasks" filter is applied.
    '   In previous versions, if a summary line for a group of filtered tasks is then
    '   collapsed and expanded, the summary will show all tasks under the summary, even
    '   though the filter is still applied to the rest of the file
    'To use this macro,
    '   1.Apply the desired filter (insure the filter includes summary tasks)
    '   2.Select the summary task to be expanded
    '   3.Run the macro
    'Macro written by John - Project, May 25, 2016
    Dim t As Task
    Dim st As Task
    Dim SelTsk As Long

    'First, clear flag from previous run, capture selected summary line
    '   then set a flag for tasks in the current filter
    '   This will be used to create a modified version of the current filter
    For Each t In ActiveProject.Tasks
        t.Flag1 = False
    Next t
    SelTsk = ActiveSelection.Tasks(1).UniqueID
    SelectAll
    For Each t In ActiveSelection.Tasks
        t.Flag1 = True
    Next t

    'Second, remove filter and set flag for all tasks under the selected summary
    FilterApply Name:="all Tasks"
    For Each st In ActiveProject.Tasks.UniqueID(SelTsk).OutlineChildren
        st.Flag1 = True
    Next st

    'Finally, create filter for flag and apply
    FilterEdit Name:="FiltFeat", Taskfilter:=True, Create:=True, Overwriteexisting:="true", _
        FieldName:="flag1", Test:="equals", Value:="yes", ShowInMenu:=False, showsummarytasks:=True
    FilterApply Name:="FiltFeat"

    End Sub

    • Marked as answer by Hotmail1 Wednesday, May 25, 2016 11:46 PM
    Wednesday, May 25, 2016 3:18 PM