Create or modify a filter

If none of the built-in Microsoft Office Project 2003 filters (filter: Specifies which task or resource information should be displayed or highlighted in a view. For example, when you apply the Critical filter, only critical tasks are displayed.) meet your needs, you can create a new filter or modify an existing filter. When you save your project, your new or modified filter is saved with the project file.

ShowCreate or modify a filter

  1. On the Project menu, point to Filtered for, and then click More Filters.
  2. To create or modify a task filter, click Task.

To create or modify a resource filter, click Resource.

  1. To create a new filter, click New, and then type a new name for the filter in the Name box.

To modify an existing filter, click a filter name in the Filters list, and then click Edit.

  1. Under Filter, click a field name and a test.
  2. In the Value(s) column, type or select a value to test for or set a range of values by typing two values separated by a comma(,).
  3. If the filter will contain more than one criterion row, select new conditions on the row immediately underneath the first row, and then click an operator (operator: A word that specifies a logical relationship between two or more criteria in a filter [AND, OR]. In a formula, an operator is a sign or symbol that specifies the type of calculation to perform within an expression.) in the And/Or column of the same row.
  4. Click OK, and then click Apply.

 Notes 

ShowBase a new filter on an existing filter

  1. On the Project menu, point to Filtered for, and then click More Filters.
  2. To copy an existing task filter, click Task, click a filter name, and then click Copy.

To copy an existing resource filter, click Resource, click a filter name, and then click Copy.

  1. In the Name box, type a new name for the filter.
  2. Under Filter, type or select any criteria you want to change in the And/Or, Field Name, Test, or Value(s) columns, and then click OK.

 Note   The All Tasks, Using Resource, and All Resources filters cannot be copied.

ShowCreate a filter that compares values

  1. On the Project menu, point to Filtered for, and then click More Filters.
  2. Click New.
  3. In the Name box, type a name for the new filter.
  4. In the Field Name column, type or select the first field name.
  5. In the Test column, type or select a test.
  6. To compare values of two fields in a filter, in the Value(s) column, type or select a second field name within square brackets to compare with the first field name.

For example, click Actual Cost in the Field Name column, click is greater than in the Test column, and then click [Baseline cost] in the Value(s) column to display all tasks with actual costs that exceed baseline costs.

ShowTips

  • To change test values before applying the filter, you may want to specify them each time the filter is applied. In the Value(s) column, type a message enclosed in quotation marks and followed by a question mark. For example, type "Enter date:"? to create an interactive filter that requests a date to test for.
  • To create an interactive filter that requests a range of information, such as a date range, type or select is within or is not within in the Test column. In the Value(s) column, type messages enclosed in quotation marks followed by question marks. For example, type "From"?,"To"? to create an interactive filter that requests a range of dates to test for.
 
 
Applies to:
Project 2003