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Project filter

Project Filters

Project filters can be used to filter the tasks shown. To manage filters you, click the "Project->Edit Filters" menu item.

Create Filter

Creates a new filter and takes you to the Project filter setup window.

Edit Filter

Edits an existing filter and takes you to the Project filter setup window.

Copy Filter

Copies an existing filter and takes you to the Project filter setup window.

Delete Filter

Deletes a filter permanently.

Set as Default

Set a filter as default. This will move the filter to the top of the Project filters management list and will be used by all new Project viewers.

Done

Exits the window.

Project Filter Setup

Note: When a filter is active, it can severely limit the visible tasks. You can quickly see if a filter is active on the Main Window menu bar:

To configure the Project Filter, you can either:

  • Select Edit Filter from the Context sensitive menu on a project viewer.
  • Select Edit Filter from the main menu while a project viewer is shown.
  • Click on the "Filter [current filter]" text in the Main Window (Image above)

Note: The selections made are cumulative. For instance, selecting to only show milestone tasks, and tasks with the text "analysis" in them results in only milestone tasks with the text "analysis in them. It does not result in both milestone tasks and tasks with "analysis" in them.

Filter by resource(s)

Select this to only show tasks assigned to the resources selected.

Filter by task status

Select the task status to show.

Also show

Sibling Tasks

If a task is selected based on the filter in general, then also show tasks with the same parent.

Parent Tasks

If a task is selected based on the filter in general, then also show its parent tasks.

Child Tasks

If a task is selected based on the filter in general, then also show its child tasks.

Miscellaneous

Keep Project outline structure

Check this to show the tasks with the same tree-like outline structure as used in Project. If unchecked, tasks will be listed in a 'flat' list.

Prepend tasks with the parent tasks name

Check this to prepend task names with the parent task's name as in ParentTask.TaskName.

Only show Milestone tasks

Check this to only include Milestone tasks. Milestone task are task with 0 duration.

Filter by task name

Search task names for the string entered (not CaSe sensitive)

Use regular expressions

Using regular expressions, search for text in the Task Name field of tasks. Only matches are selected.

Sorting

Define the 'default' sorting to be used when this filter is active. Tasks and resources can also be sorted by clicking on the column header in the viewer itself.

Sort by colum

Select the column to sort by as well as if the results should be in ascending or descending order.

Note: The column must be visible in order for the sorting to take effect.

Save as new filter

Click this button to save the current filter settings as a new new filter.

See also:

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