User Profile
John-project
Silver Contributor
Joined 5 years ago
User Widgets
Recent Discussions
Re: Filter Creation
vincentcbv, Let's back up just a bit and get some clarification. What exactly do you define as "in progress" tasks"? And if you are not updating via % complete or actual start and actual finish, how are you updating? Just for reference let me clarify something. When progress starts on a task, there are a couple ways to indicate it has started. An entry either directly into the % Complete field or via the Update Project (or similar) will automatically copy the start date into the Actual Start field (i.e. the task started as planned). Alternately, if the task did not start as planned, an entry is made directly into the Actual Start field and that will automatically update the Start field to adjust the plan to reality. The original plan would have been captured by setting a baseline. So, I'm wondering what you are tracking? But to answer your question about substituting Start and Finish for Actual Start and Actual Finish in the In Progress Tasks filter, the Start and Finish fields will ALWAYS have a date so the modified filter won't filter anything because all tasks will show. JohnRe: Filter Creation
Charlie, I see the tasks you are highlighting, but they are NOT "in progress" tasks. They are tasks that should have started but did not start as planned. So again, what exactly are you trying to show? Note there are several other built-in filters for unstarted tasks (e.g. "Late tasks", "Should start by", "Slipping tasks", "Date Range", etc.). So okay, whatever your goal, here is one way to do an "end around run" with Project's "fussy" filtering. Try these steps. Create a custom Flag field with the following formula: Flag1 = IIf([Start]<={Current Date], "yes","no") Filter on the Flag1 field Here's an example And this is what results when the filter is applied Another option is to use an interactive filter like this Hope this helps, JohnRe: Filter Creation
vincentcbv, I'm a little confused. The built-in filter "In Progress Tasks" shows all tasks that have started but are not finished (i.e. "in progress"). That is what you are asking for. So what additional tasks are you expecting your dynamic filter to show? Perhaps a screen shot example would help. JohnRe: save forecasted data
roberto_rematchemie, I think you are missing the purpose of Project's baseline. When you set a baseline, several Project fields are saved in baseline fields. This provides a "baseline" (i.e. the original plan) for comparison to the current plan via earned value metrics and/or variance fields. The current plan is updated (i.e. "real" start/finish, etc.) either in bulk via the Update Project feature or on a task by task basis using the Actual Start, Actual Finish, Actual Work, and Remaining Work fields. You should NOT be saving a new baseline as part of the update process. A new baseline should be set only when a change in scope is needed (e.g. tasks added/deleted). So, you do NOT need to create a separate copy of the file as part of the update process but I do highly recommend periodically saving your file as a backup in case your file gets corrupted or other things that may cause a loss of data.Re: Automatic overwriting "Task name", after saving
AndreB, To answer your question, yes, changing the Title will allow the file to be used multiple times as a template for creating new files that can become new subprojects in a master. As I noted, you can also achieve that by showing the subproject's Project Summary Task and changing the Task Name field, which is the Title. However, I have a concern about your master file structure. You indicate that in your initial testing you created the "78.25_rev01" to see how it would work as a subproject in your master. Then you say you deleted it. I asked before but didn't get an answer. How exactly did you "delete" it from the master? Simply selecting the subproject in the master and hitting "delete" is NOT the correct process. Yes, it will delete the subproject but it will also leave a link fragment in the subpproject and corrupt the structure. The correct process for removing a subproject from a dynamic master is to double click on the subproject's summary line insertion point in the master. That will bring up the Inserted Project Information window, similar to the screen shot below. 1. Select the Advanced tab. 2. De-select the "Link to project" option 3. Hit "OK" 4. Save and "Yes to all". That will effectively delete the link in the master AND the link in the subproject, leaving a "clean" break. If I answered your question please consider marking one of my responses as the answer. JohnUser profile
It used to be possible to click on a user's icon and find out a little bit about them, including their profile, if they wrote one. Now, the only profile I can see is my own, and I can only see that when I'm logged in. What good is a profile if only the user can see it? Maybe I'm missing a setting someplace. JohnRe: Automatic overwriting "Task name", after saving
AndreB, In a dynamic master file each inserted subproject is shown as a summary line. The subproject Task Name is the subproject's Project Summary Line Task Name, also known as the Project Title. Apparently at some point you manually changed the Task Name in the master file but that doesn't change the subproject Title or it's Project Summary Task name. Here is an example of a master file with three inserted subprojects. The first subproject Title (Project Summary Line) is "Slack1". I changed the Task Name of that subproject's summary line insertion point to "First File" and saved all. Note that it did not change the Title of the first subproject. Hope this helps your understanding. Upon re-reading your post you mention that "78.25_rev01" was a subproject you originally had in your master file but don't use anymore. Did you delete it from your master and if so, how? In a dynamic master file subprojects are not actually part of the master, rather, the master contains pointers to each individual subproject making it a linked structure that unfortunately is prone to corruption if rigorous file maintenance is not followed. Inserted subprojects must never be moved, renamed, overwritten or "saved off" to another location. Doing so will create a broken link structure (i.e. file corruption). I suspect the "78.25_rev01" was not properly unlinked from the master and it is therefore still present as a link fragment in the total link structure. JohnRe: Forum site often slow to load and responses don't "take"
Surya_Narayana, Thanks for responding but unfortunately none of the suggestions is helpful. The responses in question were submitted (twice) over a week ago so delay is not the issue. I also completely shut down my PC over the weekend, so all caches should have been cleared. I tried three different browsers, Safari, Firefox, and Microsoft Edge. As of today, my responses are still nowhere to be seen. You suggested using the "report a problem" at the bottom of the Tech Community page. No such option. This is what I see at the bottom of the page: If the issue was related to the content of the images I posted, there was no error message or other indication anything was amiss. The images were purely .PNG images of Microsoft Project and I have posted such images many times in the past.Re: Can't reduce row height - tried everything!
Naomi, You missed the point. I wanted to see if simply having the text on the Gantt bars was a factor. You said earlier that you are using the default Calibri font but you didn't say what point size. Is it the default 11 or did you reduce it to something less? And, what is the font type and size for text on Gantt Bars? Note, there are separate settings for tabular text and Gantt Bar text. The bottom line is, Project has a limit on how small the row height can be. Your settings may in fact have reached that lower limit. I was simply asking questions and having you do some tests to exhaust any other possibility as to why you cannot reduce the row height. JohnRe: Can't reduce row height - tried everything!
Naomi, I just removing the Gantt bar text on a couple of lines won't produce the same result as removing it from all lines. Do this: Select the whole file (click in the upper left corner above the ID field and to the left of the Task Name field). Go to, Gantt Chart format > Bar Styles group > Format > Bar > Bar Text. All entries should show as blank, but they really aren't. Click on entry for text on the right (if that's where your bar text is) and hit "Delete". (Don't worry, you will be able to get it all back after the test) Hit "OK" Save and Save All. Close Re-open the master. Are the task rows narrower or can you now change them to your liking? To restore from this test, again select the whole file and repeat step 2. This time hit the Reset button. All your original bar text should re-appear. As far as being able to manually adjust row height, it should work the same as Excel. Go to the extreme right (ID field) and place your cursor on a row separator. You should get a cursor bar with an up and down arrow. If necessary, would you be willing to send me your master and subproject files so I can do some first hand testing? John
