How to:  Use the Views to View Filtered Data

Views are filters applied to the tasks within your project.  Once a Views is setup it gives you easy access to look at the filtered data. 

1.    Highlight the Project Plan from the Project Center then select Reports…Views.  The Views screen is displayed.

2.      From the File menu select New…View.  Give the Views a name by entering the Title in the General tab.  For example if you want to view all the tasks that are not assign.  You can name this Views as Unassigned Tasks.

3.       In the Filter tab click the Enable Filer check box.

4.      Click the Search Range drop down menu and select the folder that you want the tasks to be shown in Views.  Click Add...OK in the Select KObject (Folder)’.  The folder is being added.

5.     To set the criteria click the Add button in the New View screen will includes the folders in Views. 

6.       Select the Field criteria from the drop down menu.

i.         Select the Field to add in the criteria.

ii.       Select the Condition to add in the criteria.

iii.      Enter the Value to add in the criteria.

7.    Click the Add to List then the OK buttons.  Be sure to check the Search Child Folder checkbox.  (To add more criteria replete Step 6).

8.   Click the OK buttons to return to the View Screen.  The tasks that were set with your criteria now listed in the View screen.

9.   Click File…Exit to return to the Project Center.

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