Saving auto filters

[swyck]

Though I've used Project off and on for years, I haven't spent much
time doing more then looking at things others have created, and maybe
applying a filter here and there. Now I'd like to save a specific
filter setup I have and I'm not sure how to do that.

For example:

Completed < 100%
AND
Finish this month

I'd really like to create my own filters and just apply them, but I
don't know the syntax on how to create a field to calculate "this
week" or "this month" or "within two weeks". What I'm trying to do
is quickly look at what tasks need to be worked on now.

Is there a a way to apply an autofilter, then save that as a specific
filter?

BTW I'm not sure why I have to use a custom criteria for completed <
100%. Why isn't there a "NOT completed" choice in the auto filter
drop down?

 

[Reid McTaggart]

First, the Autofilter choice you seek for the % Complete field is calle
"In Progress."

As to filtering for date ranges, you will have to create a task custo
field that calculates whether the task meets the date criteria. Then
you filter for the results in the custom field.

Reid McTaggart
bluebadges.com

 

[Reid McTaggart]

My earlier reply assumed that the need was for a filter that woul
dynamically adjust itself. If that assumption is correct, then a custo
field is needed, I think.

Here is an example of a formula for such a field (task custom text).
Its purpose is to identify tasks that should be worked on within th
next 2 weeks. The filter would then simply test this field for "Yes" o
"No." Note that this formula takes into account the possibility o
split tasks.


IIf([Finish]>=[Current Date] And [Start]<=([Curren
Date]+14),IIf([Resume]=ProjDateValue("NA"),"Yes",IIf([Resume]<=([Curren
Date]+14),"Yes",IIf([Stop]<=[Current Date],"No","Yes"))),"No")

Reid McTaggart
bluebadges.com

 

[swyck]

Thanks for the replies but they do not yet compute.

The "In Progress" autofilter only selects tasks that are > 0% and less
then 100%. I want all < 100% including 0%.

As for the custom filters, I'm just not able to get the results I'm
looking for. I'm able to select %complete < 100%, but not filter for
the dates.

I created a custom field called [two weeks] with the value now() + 14
I created a filter with % complete < 100 AND finish < [two weeks].
All tasks that are not complete are being returned. I tried date() +
14 as well with the same results.

 

[Rob Schneider]

Thanks for the replies but they do not yet compute.

The "In Progress" autofilter only selects tasks that are > 0% and less
then 100%. I want all < 100% including 0%.

As for the custom filters, I'm just not able to get the results I'm
looking for. I'm able to select %complete < 100%, but not filter for
the dates.

I created a custom field called [two weeks] with the value now() + 14
I created a filter with % complete < 100 AND finish < [two weeks].
All tasks that are not complete are being returned. I tried date() +
14 as well with the same results.

Can't you just change the critera for progress to be less than or
*equal* to 0%?

Also, shouldn't you be using the DateAdd() function. I suspect now()+14
is ambigigous.

 

[Reid McTaggart]

Thanks for the replies but they do not yet compute.

The "In Progress" autofilter only selects tasks that are > 0% and less
then 100%. I want all < 100% including 0%.

As for the custom filters, I'm just not able to get the results I'm
looking for. I'm able to select %complete < 100%, but not filter for
the dates.

I created a custom field called [two weeks] with the value now() + 14
I created a filter with % complete < 100 AND finish < [two weeks].
All tasks that are not complete are being returned. I tried date() +
14 as well with the same results.

Sorry about the misguidance on Autofilter. You are correct.

As for the date filtering, the test you describe should not give th
results you report unless your test data is set up wrong, or yo
miscoded either the custom field or the filter. I have tested what yo
describe, and it works.

That said, I encourage you to consider using the approach and formula
provided. The simpler approach in your test would not return th
results you said you wanted in your initial post. You said you wante
to know what tasks should be worked on in the next two weeks. M
solution will give you that. Your solution will only tell you wha
tasks are scheduled to finish in the next two weeks; but it won't show
for example, a 3-week duration task that is scheduled to finish 15 day
from now