Microsoft Project 2010
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Project 2010: Introducing AutoFilter

Project 2010: Introducing AutoFilter

  • Comments 7

In Project 2010, we made a big update to AutoFilter in the client. Now from the column header you can sort, filter on, and group by the field. Essentially there are four zones:

image Sorting: Depending on the type of field, you can sort alphabetically, numerically, or chronologically.

Group By: You can select to group explicitly on the field, or group on an interval specific to the field type. For example, for date fields this looks like:image
If you aren’t sure why to use group by, check out this post.

Filters: While you can easily use the checkboxes to select which values to display, the filter flyout allows you to do this more quickly based on the selected criteria.

Date Fields:                    Duration Fields:
image image

Checkboxes: These allow you to select which values to display by simply checking/un-checking the values. For example, if I uncheck October then none of the task that start in October will be displayed.

AutoFilter is on by default in Project 2010. If you aren’t seeing it, you can turn it on by going to View tab – Filter dropdown – and selecting Display AutoFilter.

You can tell an AutoFilter is applied since the column header displays the funnel shape image . Additionally, the Status Bar displays “AutoFilter Applied” and if you hover over it, you can see which fields are affected:

image

  • Thanks for these articles, I enjoyed them!

  • Just received the program and have only had time to scan the features.

    I was impressed having used simular Managers in the Construction Industry.

    My plans for using this program in the near future is to the development of Business start up & continuous momentum schedules.

    Will let you know how I get on.

    Regards,   Karl

    karlturk@live.com.au

  • Hi there, If someone applies autofilter on one of the columns and then hides that column. How can I find which column the filter was applied on?

  • You have 2 options - when an autofiltered is applied, the status bar says "AutoFilter Applied", you can then hover over this text and the tooltip will show you which columns the autofilter is applied to.

    The second option is that you can go to the Task Name autofilter dropdown and select "Clear All Filters", this will remove filters from all of the columns they are currently applied to.

  • I am interested in purchasing project 2010 but need further advice on the  templates to all allow transfer of information from my accounting software.

    If there is a company in Melbourne Australia that has the knowledge to help please let me know.

  • Could someone please tell me how to sort on two columns at once? For instance, one custom field has number, and another has task names. I want to sort by number, then alphabetically within number. How do I do the second sort? Thank you.

  • To sort on more than one field, go to View tab - Sort - Sort By and then you can define the sort order you mention.

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