Filtering on sub tasks

[Fred]

I'm using Project to track multiply (800+) projects at a high level, each
project has only four stages (sub tasks). I want to be able to report on
these stages separately over a specified timeline. i.e. I want to display
all stage 1's only with a timeline of the year 2005.

The only way I have been able to do this is by utilizing the resource group
and assign the same four names as my stages and filtering on the resource
group.

The only issue with this is that it requires that I open each sub task
separately and assign a resource group. And that’s 3200 sub tasks.

 

[JulieS]

Hi Fred,

If I understand your question correctly, I suggest you try exploring Filters
instead of groups. (On the Formatting toolbar the drop-down that says "All
Tasks".)

See if the filter Summary tasks shows the tasks you want. Then take a look
at the Date Range... filter. If both of the filters get you partially what
you need, try coping the Date range filter and adding the "Summary equals
Yes" criteria before the Date Range critiera and add an "And" before the
first line of the Date range criteria.

Hope this helps. Let us know how you get along.

Julie

 

[Fred]

Julie,
The tasks that I'm trying to filter on are not similar by characteristic,
i.e. (completed, confirmed, over budget, etc..) their are only similar by
title. These tasks are not really tasks they are phases of different
projects, (Design, Tender, Construction, Warrantee). So what I want to do is
display all the project tender tasks during the 2005 calendar year.

I hope this helps clarify my dilemma.

 

[JulieS]

Hi Fred,

That does help somewhat. If all of your "Tender" tasks contain the word
"tender" you can create a custom filter to only show those tasks.

Jack Dahlgren (Project MVP) has a "Summary Name" macro on his site

http://masamiki.com/project/macros.htm

that may assist you if the subtasks of the "Tender" summary task don't
contain the text "tender".

Hope this helps. Let us know how you get along.

Julie

 

[Fred]

Julie,
I will try that, it seems to be what I'm looking for.

Sorry for the late reply....on vacation