Importing filtered task from one project into a new project

[C.Mance]

I have a huge project plan with nearly 3000 task that I need to send to execs
every week for them so they can look it over. The problem is that they do
not want to reiceve all the task in the plan. They just want what we call
"level 0" task, which are a subset of the summary, and lower level task. We
cannot send them the entire project plan, because they do not want to play
with the filters, they want to open up a plan that only has these task,
nothing more.

Right now we are exporting the plan into excell using a filter to get only
the task we want, then we are importing from excell into a new project plan.
This works fine, except the dates do not sync up becasue we are not importing
all the task, and some of the task we are importing are linked to task that
do not exsist in the new project created from the import.

On solution that I have thought about is embeding individual task into
another project based on a filter in a similar way that you can embed a
project into a project. I haven't figured out a way to do this yet or if it
is even possible.

Does anyone have any insight to a fix to my project, besides copying and
pasting hundresds of task, then hard coding the dates?

 

[Jan M.]

Hi C.Mance

there is a great tool that does just that and it's called a "Filter". I'm
not making fun of you here, I just think that filters are the best and
simplest way to achieve what you want to do. The idea is to make the life of
your execs simpler as possible. Here is my suggestion:

1)Use a indicator custom field called "Level 0" or whatever name you like.
2)Set all the desired tasks to "Yes" and apply the filter
3)Create a view that uses this new filter and called it "Level 0"...
4) "Sell" the idea to your execs that they only have to apply the view in
order to see the desired tasks. If this is too much work for them, make a
macro so they'll only be one click away of the desired view.

Hope this helps

Jan M.