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MS Project 2010 verese 2007 custom filters and custom fields RRS feed

  • Question

  • In 2007 I can customized Date field (1) with the [Status Date], then build filters and views comparing analysis to Date 1. These set of functionality and reporting filtering is now removed in 2010. The loss of this filed customization AND FILTERING capability is a MAJOR impact to my Roles and Responsibilities at my place of employment. So, why was it removed? Is this the same “feature" now for MS project 2013 as well?  Please let me know if there is ANY WAY to recover this function/feature!

    Friday, July 18, 2014 11:36 AM

All replies

  • I just created a forum for Date1 in Project 2010 SP2 setting it to Status Date. I have also done it setting to Now(). If it doesn't work for you, do you have SP2? If not install it. This also works in 2013.

    Otherwise your file may have corrupted. Does it work in a new project?


    Rod Gill
    Author of the one and only Project VBA Book
    www.project-systems.co.nz

    Saturday, July 19, 2014 1:50 AM
    Moderator
  • Rod,

    Forum, formula? I vote formula.

    Somebody's gotta watch you :-)

    John

    Saturday, July 19, 2014 2:13 AM
  • Dropping in "Status Date" in Date 1 is do-able. The issue is in 2007 & 2003 I then made filters in a view:

    "Start Date "is less than or equale to" Date 1 (Status Date)"

    I have use a BOAT LOAD of these type of filtes prior to 2010.

    Open 2010 and customize Date 1, then build these filters, the return error is "these items are not filterable in this instance.

    So, is there a way to recover this filter capability of:

    Start Date <= Date 1 (Status Date)??? 

    Saturday, July 19, 2014 5:52 PM
  • Why don't you use a formula with a custom field (number type) like this:

    ProjDateDiff([status date];[start];"standard")

    I just test it with Project 2010 and it works well. Be aware that i return a number in hours.

    Then you can create a custom view with a filter on your field with the formula.


    Hope this helps,


    Guillaume Rouyre, MBA, MCP, MCTS |

    Saturday, July 19, 2014 6:34 PM
    Moderator
  • Pardon me for bumping in, but did you actually set the Status date before attempting to use the formula?  By default the Status Date is N/A.  Explicitly set the status date through Project Information or through the Status date option on the Project ribbon.
    Saturday, July 19, 2014 7:09 PM
    Moderator
  • Try [Scheduled Start] <= [Date1]. Not all tasks have start dates (manually scheduled tasks do not).  However, all tasks have a scheduled start.
    Saturday, July 19, 2014 7:25 PM
    Moderator
  • I have not used and "DIFF" formulas in the past, I shall try this, THANKS!
    Saturday, July 19, 2014 10:11 PM
  • Ah, yes for the past many years one of the first steps in my
    Excel VBA code is to ask the user for the "Specific Status To Date".

    Where the VBA code places it in the MSP "Status Date" cell.

    At which time the MSP file drops that date back to Date 1 for individual task
    Start/Finish (Actual, Baseline, etc.) comparison.
    Saturday, July 19, 2014 10:11 PM
  • So....a change in 2010 is the potential removal of start
    date for every task to “None” or a “Scheduled Start” date?



    Ok, I'll take a look.....
    Saturday, July 19, 2014 10:12 PM
  • Damn! You would have thought a can of my maliber could type better.

    Rod Gill
    Author of the one and only Project VBA Book
    www.project-systems.co.nz

    Saturday, July 19, 2014 11:10 PM
    Moderator
  • With the introduction of manually scheduled tasks, all tasks have a scheduled start. For manually scheduled tasks it is calculated even if there is no value in the start field.  For autoscheduled tasks, it is equal to the start date.

    See:

    http://office.microsoft.com/en-us/project-help/scheduled-start-task-field-HA010371090.aspx

    Sunday, July 20, 2014 1:34 PM
    Moderator