Applicable to:
Express   ✔ Planning   ✔ Professional   ✔


Filtering & Sorting Tasks


Often you will need to limit the number of activities displayed on the Bar. The Filter Toolbar is intended for this purpose and applies to both the screen and printed outputs.



Filter Toolbars



 

Filter Selected Only tasks:
Select the required Tasks or Summaries, then click ‘Selected Only’ on the Filter and Sort Toolbar. An option box allows sub-tasks to be auto-selected. To clear, click ‘Clear Filter’.


Filter by Cell Value or By Form:
If you wish to view/print only tasks which meet a specific criteria, select the cell value in the Activity Table. To allow multiple criteria to be used, click the ‘By Form’ button.


Time Slice Filter:
To select only the tasks which are active at a specified period of the project, highlight the required period using the cursor within the Date Bar. 

Note: the selected dates will be selected for print.


Default Filters:
Predefined filters can also be selected from the Drop-down menus. To create new filters, click on the Icon to the left of the drop-down and click ‘New’