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Can you create a 2 week look ahead schedule filter in a master project file?

Anonymous
2023-06-02T18:56:01+00:00

As a large construction company we have several projects in motion all at once; in order to understand resources and peoples time allocations we have brought all of the individual project schedules into a master project as 'subprojects'. I created a custom 2 week look ahead filter based on start date +14 days as well as percent complete. This filter worked properly in the individual project schedules, however, when I create it in the master project file it does not filter. Can master projects not be filtered in the same way as a 'normal' project schedule?

Microsoft 365 and Office | Project | Other | Other
Microsoft 365 and Office | Project | Other | Other

Microsoft project management software used to plan, manage, and communicate a project schedule and other information among workgroup members, project managers, and other stakeholders.

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  1. John Project 49,705 Reputation points Volunteer Moderator
    2023-06-06T02:21:53+00:00

    Lenny_Dl,

    Nothing wrong with your custom field formula but it does have redundant parenthetical groups. A better construct would be:

    Flag1 = IIf([Start]<([Status Date]+14) And [% Complete]<100,"yes","no")

    However, I'm wondering if you customized Flag1 with the same formula at just master level. If you have the formula at subproject level, all subproject tasks will respond to the formula and the result will be visible at master level. If you only have the formula at master level, it will only apply to tasks that actually belong to the master. In this example I've used what I assume is your second subproject and inserted it into a master that also has 3 tasks. Since there are tasks at both master and subproject level, the Flag1 field needs to be customized at both levels. The Status Date at master level is 6/12/23. To help visualize the 14 day look ahead, I also created a custom date field with this simple formula

    Date1=[status date]+14

    Image

    John

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  2. Anonymous
    2023-06-05T20:25:08+00:00

    Hi John,

    So I have a customized field with the following formula:

    And currently have my project status date set to 6/12, however, all of the rows in the 2w LAH column I created are still listed as 'No':

    I was hoping, by creating the customized field, I wouldn't have to keep resetting the 'date filter' that is pre-programmed.

    Could you share how you have your customized field set up for [Date 1]?

    Thanks!

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  3. Anonymous
    2023-06-04T01:21:56+00:00

    Lenny_DI,

    I think you mean "status date + 14 days".

    Wouldn't you be better off copying the built-in date range filter and replacing the questions with the dates?

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  4. Anonymous
    2023-06-05T23:13:54+00:00

    too many brackets in your formula. This works:

    IIf(Start<([Status Date]+14) And [% Complete]<100,"Yes","No")

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  5. John Project 49,705 Reputation points Volunteer Moderator
    2023-06-03T02:32:30+00:00

    Lenny_D1,

    Yes, master projects can be filtered just like any project. Please show us your filter and any customized fields associated with it.

    In this example I created a simple filter as you described with a custom field (Date1) that calculates a date 14 days from the current date.

    This is a dynamic master with two tasks of its own and a simple subproject inserted

    Now I apply the filter at master level.

    John

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