How to create an icon on the toolbar to filter % complete

M

Majid

at present, i have created %complete field in "entry" view table and
everytime I can filter the field. The problem is when I am on different view
table I do not have this option and have to go back to the entry view table
to filter the tasks. I was wondering if I can have the icon on the toolbar
so that I can filter at all time
Thank you for your advice
 
J

JulieS

Hi Majid,

Are you using AutoFilters to filter? If you are using Autofilter (the
funnel button on the toolbar) you do need to have the % complete field in the
view.
If you have created a "regular" filter, you should be able to filter on the
field, even if it is not in the current table. The only other reason I can
come up with is that the filter you created was a task filter and you are
switching to a resource view.

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

Julie
 
M

Majid

Hi Julie,
Thanks for your advice.
Yes, I am using AutoFilter to filter. I would like to see the 0% complete
as well as %100 complete in the view so that we can filter projects in one
step and from any view table.
Please advise
Regards,
Majid
 
J

JulieS

Hi Majid,

You will need to create a filter (not use AutoFilter) to do this.

Choose Project > Filtered For > More Filters....
Click the New... button.
Name the filter and click Show in Menu.
Set the first row of the filter to:
Field Name: % Complete
Test: equals
Value: 100%

Set the second row of the filter to:
OR
Field Name: % Complete
Test: Equals
Value: 0%

If you want to see summary rows, click Show related summary rows.
Click OK.

To run the filter, click the filter drop-down list in the Formatting Toolbar
and select the filter. This will allow you to run the filter from any
*Task* view
and show only those tasks which are 100% complete or 0% complete.

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

Julie
 

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