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Project 2010 Professional using filters problem RRS feed

  • Question

  • I'm having a problem showing subtasks.  In my project each summary task has a responsible manager assigned by name in (Text1).  When I filter Text1 for a name such as "Jones" I get all the summary task as expected.  I need to show the subtasks of that summary task.  How do I filter so that the subtasks of the summary are visable?  (At the task level of Text1 there are other names or departments assigned for the actual follow thru)

    Thanks,

    Steve

    Tuesday, May 3, 2011 4:23 PM

Answers

  • Steve --

    If it were me, I would add the custom Text1 field containing the name of the responsible manager, click the Text1 cell for the first summary task, and then use the Fill Handle (lower right corner of the selected cell) to drag the contents of the cell down to each subtask.  I would repeat this process for every summary task.  Even with 1500 rows, I doubt it would take all that long.  Alternately, you could also select the Text1 value for the summary task, click and hold the Shift key, select the Text1 value for the last subtask of that summary task, release the Shift key, and then use Edit > Fill > Down.  That would also work.  Hope this helps.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Wednesday, May 4, 2011 12:54 AM
    Moderator

All replies

  • Hi Steve,
     
    Welcome to this Microsoft Project forum:)
     
    The filter will only show those tasks that have the name Jones showing.  You need to repeat the name for all the tasks concerned. If you don’t want Jones to appear in each task then create another column where you can enter those responsible and filter on that.
     
    FAQs, companion products and other useful Project information can be seen at this web address:  http://project.mvps.org/faqs.htm.
     
    Hope this helps - please let us know how you get on :)
     
    Mike Glen
    MS Project MVP
    See http://tinyurl.com/2xbhc for my free Project Tutorials
    Tuesday, May 3, 2011 4:43 PM
    Moderator
  • I was afraid that was going to be the answer.  The project has well over 1500 rows.  In MSP 2007 you could filter and then click on the summary task name and expand it as needed.  I hate the idea of creating a hidden (Text2) to manually update repeated names for only filtering.  Also as managers are re-assigned it is so easy to overlook updating the hidden field.

    I do thank you for your help.  You did confirm my suspicions because it was getting too difficult to do something that should be simple.

    Steve   

    Tuesday, May 3, 2011 5:43 PM
  • Hi Steve,
     
    Don’t give up too soon!  I’m pretty sure there will be a vba answer. Try posting on the Project customization forum: http://social.msdn.microsoft.com/Forums/en-US/project2010custprog.
     
    Mike Glen
    Project MVP
     
    Tuesday, May 3, 2011 9:09 PM
    Moderator
  • Steve --

    If it were me, I would add the custom Text1 field containing the name of the responsible manager, click the Text1 cell for the first summary task, and then use the Fill Handle (lower right corner of the selected cell) to drag the contents of the cell down to each subtask.  I would repeat this process for every summary task.  Even with 1500 rows, I doubt it would take all that long.  Alternately, you could also select the Text1 value for the summary task, click and hold the Shift key, select the Text1 value for the last subtask of that summary task, release the Shift key, and then use Edit > Fill > Down.  That would also work.  Hope this helps.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Wednesday, May 4, 2011 12:54 AM
    Moderator
  • Mike,

    Thanks for the follow-up.  As you advised, I have already done the brut force of setting up a hidden field with the repeating names to filter on.  It's not elegent but it works.  It just painful to bump into a wall you never expected.

    Thanks,

    Steve

    Wednesday, May 4, 2011 1:02 AM
  • Dale,

    That's exactly what I did.  Brut forced it out.

    Thanks,

    Steve 

    Wednesday, May 4, 2011 1:07 AM
  • Steve --

    Sometimes a sledge hammer is preferable to a ball peen hammer!  :)


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Wednesday, May 4, 2011 2:21 AM
    Moderator
  • You're welcome, Steve :-)

    Mike Glen

    MS Project MVP

    See  http://tinyurl.com/2xbhc for my free Project Tutorials

    Wednesday, May 4, 2011 6:42 PM
    Moderator