Grouping, Filtering, and Summarizing Data

To create a six-week lookahead filter

1)Choose Project, Activities, then choose View, Filter By, Customize.

2)Click New.

3)Type a filter name, such as Six-Week Lookahead.

4)Click the Parameter, Is, and Value fields, then specify the filter criteria.

5)Click Add to enter additional levels of criteria.

6)Click OK to save filter criteria.

7)Mark the checkbox in the Select column next to the newly created filter, then click OK.

8)Clear the checkboxes in the Select column next to all other filters.

Filter by project status

You can change an active (Open) project to inactive (Closed) when it is completed or determined as finished by all applicable parties. You can also assign a What-If status to a copied project for modification and analysis. Project status can be used when creating user-defined groups of projects called portfolios, for organizing and summarizing information, and for filtering projects.

Choose File, Open, then click the Display Options bar and choose Filter By, Status. Choose the project status type that you want to view: either Active, Inactive, Planned, What-If, or Non What-If.

Remove filters

1)Choose Project, Activities, then choose View, Filter By, Customize.

2)To remove a specific filter, clear the Select checkbox next to it.

3)To view all activities again, mark the All Activities checkbox at the top of the Filter dialog box.

Delete filters

1)Choose Project, Activities, then choose View, Filter By, Customize.

2)Select the filter you want to delete, then click Delete.

Note

You can only delete user-defined filters unless you have been granted access rights to delete global filters.

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