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Creating Filters

You can have a filter that shows only tasks that have the word “develop” in the Task Name field. You can also set up filters that show only the tasks that occur between a set of dates. These interactive filters prompt you for data (like the date range) when you apply them.

Creating a Static Filter

Click the Project, Filtered For, More Filters menu item.

Select whether you want to create a Task filter or a Resource filter.

Click the New button.

Enter a name for your filter.

Select whether the filter should appear in the Project, Filtered For… menu.

Enter the field name for the first filter criteria.

Enter the test for the filter (Equals, Contains, Greater Than, Less Than, and so on).

Enter the value that the field will be tested against.

If you will have a second row, select whether that row should be applied with an AND or an OR operation.

Enter additional rows as necessary.

If you want the filtered tasks to be shown with their parent summary tasks even if the summary tasks do not meet the filter criteria, check the Show Related Summary rows check box.

Click OK.


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