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Old 04-24-2015, 08:19 AM
patrickd123 patrickd123 is offline Modifying default Gantt chart View Windows XP Modifying default Gantt chart View Office 2003
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Modifying default Gantt chart View
 
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Default Modifying default Gantt chart View

In my day to day, we work under a monthly release schedule. So, each month, a certain number of tasks are declared as completed. But I don't want to delete them in my MSP plan because of historical performance tracking.

So I created a column "Status" with an possible values of blank and "Archived". Therefore, each month, instead of deleting the completed tasks, I set their "Status" to "Archived".

I also created a filter to exclude the tasks set to Archived and went into the view organizer to add this filter to the Default Gantt chart view.

Problem: the Gantt chart view auto retores itself to the original setting without my filter. I seem to not be able to have the filter attached to it permanently.

Any solution?



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Old 04-24-2015, 01:38 PM
JulieS JulieS is offline Modifying default Gantt chart View Windows 7 64bit Modifying default Gantt chart View Office 2013
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There's a couple of things going on. When you go to the organizer, you are simply making that filter available in all files you open on your machine.

If you want to create a view for "Archived" I suggest creating a new view and applying the filter to that view explicitly. Then you simply apply that view or apply the Gantt chart view or perhaps an "Active Projects" view.

Are you using Project 2003? If so, this is going to be from memory - so I may miss a few pieces:
  • Right click on the far left side (where it currently shows the active view name).
  • Choose More Views from the shortcut menu to open the More Views dialog.
  • Select the Gantt chart view and click Copy to open the View Definition dialog.
  • In the View Definition dialog, give the view a new name - perhaps Archived Projects" and select the custom filter you created. (I'm assuming your filter filters only for field = Archived.)
You may also find the built-in Completed Tasks filter works well if you are marking the tasks as complete.
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