Custom view

[Ahmed Hafez]

Hello,
I would like to be able to create a filter or a customized view of certain tasks, certain selected tasks to show for the project. And not just milestones or summary tasks.
Just certain tasks of my choosing.

Thank you.

[Larry Christofaro]

Ahmed, you’ll need to setup a custom field or flag and then filter on the value of that field. Hope that helps…

[Ahmed Hafez]

Thanks Larry,
Illustrate a little bit please.
Let’s say, I have the following tasks:
Mobilization
Tree clearing
Foundation
structure install
finishing
commissioning

and I want to have a filter to only see Mobilization, Foundation and commissioning. and not the other tasks.

[Larry Christofaro]

OK, create a custom flag field…call it Key Task or whatever makes sense. Then set the tasks you want to view with the Key Task custom flag set to Yes. Then create a filter that displays Key Task=Yes. If that’s still confusing then you might want to learn a bit about custom fields and filters. These are fairly basic Project functions and there are a lot of information online, including MPUG archive articles, that describe the functionality in detail. Hope that helps…

[Ahmed Hafez]

Thanks a lot for the quick response Larry.

Yes, this clear, the only problem is that the filer criteria are all pre-set, like, starts before, over-allocates, delayed…. etc, what I want is to pick and choose certain tasks, just select tasks, regardless of their schedule or budget or resource status.

[Larry Christofaro]

You need to create a new filter that conditions specifically on that flag, and then apply that filter to your view. Lots of articles in MPUG about creating a new filter.

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