Add a Custom Filter to Reports

M

Mike Brickner

We have created a custom task field using an enterprise
flag called "CapEx". (Certain tasks can be capitalized for
accounting purposes.) We indicate "Yes" or "No" for each
task. I'd like to run some reports to "grab" the costs
associated with these tasks. Is there any way to add a
filter to the reports based on this custom flag field?
 
D

Dale Howard

Mike --

You will need to create both a custom Filter and a custom task Report to
gather the information you seek. To create the custom Filter, complete the
following steps:

1. Click Project - Filtered for - More Filters
2. Click the New button
3. Give your filter a name and select the "Show in menu" option
4. Select your custom field from the Field Name list, set the test as
Equals, and set the Value to Yes
5. Select the "Show related summary rows" option if you have set a CapEx
flag on summary rows
6. Click OK and then click Apply to test your new filter

Next, you will need to create a custom report by completing the following
steps:

1. Click View - Reports
2. Double-click the Custom icon
3. Select the Budget Report and then click the Copy button
4. Give your report a new name
5. Change the Filter option to your new filter
6. Set any additional options you want on the Details tab
7. Click OK
8. Click Preview to test your new report

Your new custom Budget Report will show task costs in the Cost table for
only those tasks where the CapEx field value is Yes. If the Report is
acceptable, you should copy the new Filter and new Report from the active
project to your Global.mpt file for use for all of your present and future
projects. If you are working in an enterprise environment with Project
Server and want every PM in your company to use the new report, you should
ask your Project Server admininstrator to copy the new Filter and Report
from your project to the Enterprise Global file. Hope this helps.
 
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