PS 2007 Project Center Filter for Activity Plans

[Bill Busby]

Has anyone found a way to filter activity plans from project center views?
I'd like to have a view that contains just projects. I've tried filtering on
project type, etc. but the best I've been able to do is group by project
type. Unfortunately activity plans are always listed first when I group them
like this (tried acending/decending but they still show first). Any
suggestions?

 

[Ben Howard]

Hi Bill,
On the Project Center, select Settings | View options | uncheck Show
Proposals and activities.

This should work, unless you want proposals and projects, which is a little
more tricky.

 

[Bill Busby]

Thx for the reply. I was aware of the ability to turn the view on/off within
Project Center but I'm hoping I can do it at the view creation level (so they
don't show under any circumstances). We expect to potentially have hundreds
of activity plans and trying to get 300+ users to remember how to filter them
has historically proven to be challenging.

 

[Dale Howard [MVP]]

Bill --

There is a standard Project field called Project Type. If you add it to a
Project Center view, the field reveals whether each project in the Project
Center is a regular project (called Project), a Master Project, an Inserted
Project, or a Maintenance Project. Oddly, both published Proposals and
Activity plans are listed as Maintenance Projects.

Here's where the "plot thickens" so to speak. I created a Filter in the
standard Summary view for the Project Center and set the Filter to the
following criteria:

Project Type Does Not Contain Maintenance

Amazingly, when I apply the Summary view in the Project Center, the View
fails and shows NO projects at all. This Filter should have restricted the
Project Center to show only Projects, Master Projects, and Inserted
Projects, while eliminating both Proposals and Activity plans. Therefore,
the Filter causes the View to fail. I then rewrote the Filter criteria as
follows:

Project Type Equals Project

This Filter would have restricted the View to show only Projects (regular
projects). But the View fails again. After removing the Filter, the
Summary view works fine for the Project Center, but shows all types of
projects, including Proposals and Activitiy plans.

Therefore, I believe I have uncovered ONE MORE BUG in Project Server 2007.
I am so sorry to tell you this, because if either of the above Filters
worked, this would solve your problem in EVERY Project Center view. You
might want to try it in your own production environment since I am testing
this in the virtual Project Server image supplied by Microsoft. Let us know
what you find out. If it fails for you as well, I will report this as
another bug.

 

[Bill Busby]

Dale, appreciate the effort you invested. I've taken the same steps and can
confirm the behavior is consistent with what you are seeing. This, in my
opinion, is clearly a bug. I also tried to find a way to create a custom
field that would pull the project type indicator but couldn't find a
reference to get the data. Thanks for taking the lead in reporting this,
hopefully it can be resolved before we go prod in Nov.