Project 2016 Intermediate

Project 2016

Lesson - Filtering/Sorting/Grouping Information

NOTE To create a custom filter based on an existing filter, select the filter you want to copy in the More Filters dialog box then select the Copy button. Name the new filter and make the changes to the existing filter criteria as desired. To delete a custom filter, open the More Filters dialog box and select the Organizer button. On the Filters page, select the custom filter in the < filename > list box, select the Delete button, select Yes to confirm the deletion, and then close all open dialog boxes. If you chose to display the filter on the Filtered: submenu on the View ribbon, the filter will also be removed from the submenu when you delete it. Microsoft Project also provides highlighting filters and interactive filters. To use a highlighting filter, choose the filter in the More Filters dialog box and then select the Highlight button. All items remain in view; however, those items meeting the filter criteria are highlighted in blue. To use an interactive filter, select a filter followed by an ellipsis ( ... ). Then, respond to the prompts to filter for the desired information.

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Procedures

1. Switch to a task view to create a task filter or switch to a resource view to create a resource filter. 2. Select the View ribbon. 3. In the Data group click Filter: [No Filter] . 4. Select the New Filter command from the drop-down list. 5. Enter the desired filter name in the Name box. 6. Select the Show in menu option to display the filter on the Filtered: submenu, if desired. 7. Select the Field Name field. 8. Enter the field name or select the Field Name list. 9. Select the a field name from the Field Name list, if applicable.

10. Select the Test field in the same row. 11. Enter a test or select the Test list. 12. Select the desired test from the Test list, if applicable. 13. Select the Value(s) field in the same row.

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