How create View with Group By on date & keep outline structure

[paige]

HI,
I am trying to create a View that would allow me to group a list of tasks
that are due each week, using the Baseline Finish date of the tasks as the
Group By field. But I want to maintain and see the summary tasks for these
tasks that fall within the week of the group. This would let me see and
track which tasks are due to finish each week, in a date/grouped order,
maintaining the summary tasks or outline structure.

I tried to export to Access, but was not 'smart' enough to make that work.

Any help would be great.

 

[Rod Gill]

Hi,

The closest you are going to get is using the Group feature. Select Project,
Grouping
Create a new Group based on the finish date and select what options you
want.

This will only group on actual dates, not weeks. I applied it to a project
and it didn't look at all useful!

--

Rod Gill
Microsoft MVP for Project

Author of the only book on Project VBA, see:
http://www.projectvbabook.com

 

[paige]

HI,
Thanks for the response....Obviously not what I was hoping for!
I will keep tweaking filters and views. The gropu by feature can be handy,
but only if it gives me my outline. Guess I needed to name the tasks
differently, which could have helped, but would be redundant.

 

[JulieS]

Hi paige,

Jack Dahlgren (Project MVP) has a macro on his site which will add the
name of the summary task to a spare text field. You could run that
macro and then add the text field to your view to see summary task
names. See the URL below and look for the Summary Task macro

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

You can also modify the grouping to group by week, see the define
group interval button on the group definition dialog box.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project

 

[JulieS]

Hi paige,

Jack Dahlgren (Project MVP) has a macro on his site which will add the
name of the summary task to a spare text field. You could run that
macro and then add the text field to your view to see summary task
names. See the URL below and look for the Summary Task macro

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

You can also modify the grouping to group by week, see the define
group interval button on the group definition dialog box.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project

 

[paige]

Hi JulieS,
The use of the text field worked great, just what I needed.
I did not have a lot of data to create text fields for, so I have not yet
tried the macro apporach, but I hope to. Thanks again to you and all for
helping!

 

[JulieS]

You're most welcome paige. Glad to have helped and thanks for the
feedback.

Julie

Hi JulieS,
The use of the text field worked great, just what I needed.
I did not have a lot of data to create text fields for, so I have
not yet
tried the macro apporach, but I hope to. Thanks again to you and
all for
helping!