PRJ: Filter for Summary and Related Detail Tasks (97850)


The information in this article applies to:

  • Microsoft Project 98 for Windows
  • Microsoft Project for Windows 95 4.1
  • Microsoft Project for Windows 95 4.1a
  • Microsoft Project for Windows 3.0
  • Microsoft Project for Windows 3.0a
  • Microsoft Project for Windows 4.0
  • Microsoft Project for the Macintosh 3.0
  • Microsoft Project for the Macintosh 4.0
This article was previously published under Q97850

SUMMARY

In Microsoft Project, you cannot create a filter that will automatically display the related subordinate tasks of summary tasks that meet the filter criteria. However, you can create a custom macro to achieve a result similar to what this type of filter would produce.

MORE INFORMATION

Microsoft provides programming examples for illustration only, without warranty either expressed or implied. This includes, but is not limited to, the implied warranties of merchantability or fitness for a particular purpose. This article assumes that you are familiar with the programming language that is being demonstrated and with the tools that are used to create and to debug procedures. Microsoft support engineers can help explain the functionality of a particular procedure, but they will not modify these examples to provide added functionality or construct procedures to meet your specific requirements. As an example to use a macro in conjunction with a custom filter to filter all summary tasks that are currently in progress and then display all the subordinate tasks associated with them:

Microsoft Project 98

  1. On the Project menu, point to Filtered For, and then click More Filters.
  2. Click New.
  3. In the Name box, type In-Progress Summaries. Set up the filter with the following information: 
           And/Or    Field Name       Test              Value(s)
       -----------------------------------------------------
                 Summary          equals            Yes
       And       Actual Start     does not equal    NA
       And       % Complete       is less than      100%
  4. Click OK. Click Close.
  5. On the Tools menu, point to Macro, and then click Macros.
  6. In the Macro Name box, type In_Progress_Summary_Groups. Click Create.
  7. Type the macro exactly as it appears below: 
           Sub In_Progress_Summary_Groups()
         ViewApply Name:="Gantt Chart"
         FilterApply Name:="In-Progress Summaries"
         SelectColumn
         OutlineHideSubtasks
         OutlineShowAllTasks
       End Sub
  8. On the File menu, click Close and Return to Microsoft Project.
  9. On the Tools menu, point to Macro, and then click Macros.
  10. Click "In_Progress_Summary_Groups" and then click Run.
NOTE: Any task filter may be substituted for the "In-Progress Summaries" filter.

Running the above macro will automatically display the Gantt Chart view, filter Summary tasks that are in progress, and then expand all the subordinate tasks for the Summary tasks that are displayed.

If you do not want to create a macro, you can use the following alternative:
  1. Apply the task filter.
  2. Click a column in the table.
  3. On the Project menu, point to Outline, and then click Hide Subtasks.

    In Microsoft Project for Windows, you can also press ALT+SHIFT+HYPHEN.
  4. On the Project menu, point to Outline, and then click Show All Subtasks.

    In Microsoft Project for Windows, you can also press ALT+SHIFT+* (asterisk on the numeric keypad).

Microsoft Project 4.x

  1. On the Tools menu, point to Filtered For, and then click More Filters.
  2. Click New.
  3. In the Name box, type In-Progress Summaries. Set up the filter with the following information: 
          Field Name       Test            Value(s)    And/Or
      ---------------------------------------------------
      Summary          Equals          Yes         And
      Actual Start     Not Equals      NA          And
      % Complete       Less            100%
  4. Click OK. Click Close.
  5. On the Tools menu, click Macros.
  6. Click New
  7. In the Macro name box, type In_Progress_Summary_Groups. Click OK.
  8. Type the macro exactly as it appears below: 
           Sub In_Progress_Summary_Groups()
         ViewApply Name:="Gantt Chart"
         FilterApply Name:="In-Progress Summaries"
         SelectColumn
         OutlineHideSubtasks
         OutlineShowAllTasks
       End Sub
  9. On the Tools menu, click Macros.
  10. Click "In_Progress_Summary_Groups" and then click Run.
NOTE: Any task filter may be substituted for the "In-Progress Summaries" filter.

Running the above macro will automatically display the Gantt Chart view, filter Summary tasks that are in progress, and then expand all the subordinate tasks for the Summary tasks that are displayed.

If you do not want to create a macro, you can use the following alternative:
  1. Apply the task filter.
  2. Click a column in the table.
  3. On the Project menu, point to Outlining, and then click Hide Subtasks.

    In Microsoft Project for Windows, you can also press ALT+SHIFT+HYPHEN.
  4. On the Tools menu, point to Outlining, and then click Show All Tasks.

    In Microsoft Project for Windows, you can also press ALT+SHIFT+* (asterisk on the numeric keypad).

    In Microsoft Project for the Macintosh, you can press COMMAND+OPTION+* (asterisk on the numeric keypad).

Microsoft Project 3.0

  1. On the Filter menu, click Define Filters.
  2. Click New.
  3. In the Name box, type In-Progress Summaries. Set up the filter with the following definition: 
          Field Name       Test          Value(s)  Op
      ---------------------------------------------------------

      Summary          Equals        Yes       And
      Actual Start     Not Equals    NA        And
      % Complete       Less          100
  4. Click OK. Click Close.
  5. On the Macro menu, clcik Define Macros.
  6. In the Macro Name box, type In-Progress Summary Groups.
  7. Type the macro exactly as it appears below: 
          View .Name=[Gantt Chart]
      Filter .Name=[In-Progress Summaries]
      SelectColumn
      OutlineCollapse
      OutlineExpandAll
  8. Click OK.
  9. To run the macro, click Set.
NOTE: Any task filter may be substituted for the "In-Progress Summaries" filter.

Running the above macro will automatically display the Gantt Chart view, filter Summary tasks that are in progress, and then expand all the subordinate tasks for the Summary tasks that are displayed.

If you do not want to create a macro, you can use the following alternative:
  1. Apply the task filter.
  2. Select a column in the table.
  3. Click Collapse.

    In Microsoft Project for Windows, you can also press ALT+SHIFT+- (minus sign on the numeric keypad, NUM LOCK off).

    In Microsoft Project for Macintosh, you can press COMMAND+OPTIONS+- (minus sign on the numeric keypad, NUM LOCK off).
  4. Click Expand All.

    In Microsoft Project for Windows, you can also press ALT+SHIFT+* (asterisk on the numeric keypad).

    In Microsoft Project for Macintosh, you can press COMMAND+OPTION+* (asterisk on the numeric keypad).
Modification Type:MajorLast Reviewed:6/23/2005
Keywords:kbdtacode kbhowto KB97850
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