Custom view

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    • #418318
      Ahmed Hafez
      Guest

      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.

    • #418320
      Larry Christofaro
      Participant

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

    • #418321
      Ahmed Hafez
      Guest

      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.

    • #418322
      Larry Christofaro
      Participant

      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…

    • #418323
      Ahmed Hafez
      Guest

      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.

    • #418324
      Larry Christofaro
      Participant

      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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