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tasks shift after filter or upon reopening file
I'm just beginning to learn Project without the benefit of a class or mentor,
so please bear with me. I'm not even convinced Project is a good option for what we do, but I wasn't given much choice, so I'm doing the best I can. When I open Project, it re-sorts my tasks. There are, say, 4 tasks under a parent task, and they are in chronological order. But when I mark one or more tasks as completed, the next time I open Project it places them at the bottom of those 4 tasks. How can I tell Project to stop moving these to the bottom of the list? It's important that they remain in the same order I placed them, regardless of completion percent. Also, numerous times each day I will add one or more new rows of tasks at varying levels, placed according to related jobs. When I reopen - or after running a filter or sort - tasks end up nested within other tasks, so they often are no longer associated with their parent tasks. And many times, it will not let me indent or outdent to the proper level - when I try to shift the rows, it puts them somewhere else completely unrelated and I cannot find them, or it will force them into the middle of another group of tasks, disassociating the now-interrupted tasks yet keeping the new tasks together with their parent. I must hit Undo (I can't believe Project only allows one level of Undo!) and just live with tasks being at the wrong level. This is driving me absolutely CRAZY! Since our final deadlines (most of the time) cannot shift, it requires manual rescheduling when an internal deadline is missed; therefore, the predecessor/date functionality had to be turned off. Maybe that has something to do with this? Can anybody please help with this? |
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Re: tasks shift after filter or upon reopening file
See answers embedde
-- Jan De Messemaeker Microsoft Project Most Valuable Professional +32 495 300 620 For availability check: http://users.online.be/prom-ade/Calendar.pdf "opus88" <opus88@discussions.microsoft.com> wrote in message news:22160ED0-D659-4EE6-A147-B4872B3029B2@microsoft.com... > I'm just beginning to learn Project without the benefit of a class or > mentor, > so please bear with me. I'm not even convinced Project is a good option > for > what we do, but I wasn't given much choice, so I'm doing the best I can. > > When I open Project, it re-sorts my tasks. There are, say, 4 tasks under a > parent task, and they are in chronological order. But when I mark one or > more > tasks as completed, the next time I open Project it places them at the > bottom > of those 4 tasks. How can I tell Project to stop moving these to the > bottom > of the list? It's important that they remain in the same order I placed > them, > regardless of completion percent. Project Menu, Sort, Sort by ID. Now save the project > > Also, numerous times each day I will add one or more new rows of tasks at > varying levels, placed according to related jobs. When I reopen - or after > running a filter or sort - tasks end up nested within other tasks, so they > often are no longer associated with their parent tasks. And many times, it > will not let me indent or outdent to the proper level - when I try to > shift > the rows, it puts them somewhere else completely unrelated and I cannot > find > them, or it will force them into the middle of another group of tasks, > disassociating the now-interrupted tasks yet keeping the new tasks > together > with their parent. I must hit Undo (I can't believe Project only allows > one > level of Undo!) and just live with tasks being at the wrong level. This is > driving me absolutely CRAZY! Same diagnostic. Your view is sorted. Sort by ID. BTW, Project 2007 has multiple levels of undo. > > Since our final deadlines (most of the time) cannot shift, it requires > manual rescheduling when an internal deadline is missed; therefore, the > predecessor/date functionality had to be turned off. Maybe that has > something > to do with this? Most likely not. Still, sin and shame you are not using Project for its features by turning off calculation. > > Can anybody please help with this? |
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Re: tasks shift after filter or upon reopening file
You may have more wrong than Jan identified.
Try the macro below. Sub ResetView() 'Use this macro when you can't figure out why you can't see something. 'This macro turns off autofilter, filters for all tasks, sorts by ID, expands the outline to show all tasks then goes to the first task name ViewApply Name:="Gantt Chart" GroupApply ("No Group") FilterApply Name:="All Tasks" SelectSheet Application.Sort Key1:="ID", Ascending1:=True, Renumber:=False SummaryTasksShow (True) OutlineShowAllTasks SelectTaskField Row:=0, Column:="Name" End Sub "Jan De Messemaeker" wrote: > See answers embedde > > -- > Jan De Messemaeker > Microsoft Project Most Valuable Professional > +32 495 300 620 > For availability check: > http://users.online.be/prom-ade/Calendar.pdf > "opus88" <opus88@discussions.microsoft.com> wrote in message > news:22160ED0-D659-4EE6-A147-B4872B3029B2@microsoft.com... > > I'm just beginning to learn Project without the benefit of a class or > > mentor, > > so please bear with me. I'm not even convinced Project is a good option > > for > > what we do, but I wasn't given much choice, so I'm doing the best I can. > > > > When I open Project, it re-sorts my tasks. There are, say, 4 tasks under a > > parent task, and they are in chronological order. But when I mark one or > > more > > tasks as completed, the next time I open Project it places them at the > > bottom > > of those 4 tasks. How can I tell Project to stop moving these to the > > bottom > > of the list? It's important that they remain in the same order I placed > > them, > > regardless of completion percent. > > > Project Menu, Sort, Sort by ID. > Now save the project > > > > > Also, numerous times each day I will add one or more new rows of tasks at > > varying levels, placed according to related jobs. When I reopen - or after > > running a filter or sort - tasks end up nested within other tasks, so they > > often are no longer associated with their parent tasks. And many times, it > > will not let me indent or outdent to the proper level - when I try to > > shift > > the rows, it puts them somewhere else completely unrelated and I cannot > > find > > them, or it will force them into the middle of another group of tasks, > > disassociating the now-interrupted tasks yet keeping the new tasks > > together > > with their parent. I must hit Undo (I can't believe Project only allows > > one > > level of Undo!) and just live with tasks being at the wrong level. This is > > driving me absolutely CRAZY! > > Same diagnostic. Your view is sorted. Sort by ID. > BTW, Project 2007 has multiple levels of undo. > > > > Since our final deadlines (most of the time) cannot shift, it requires > > manual rescheduling when an internal deadline is missed; therefore, the > > predecessor/date functionality had to be turned off. Maybe that has > > something > > to do with this? > > Most likely not. Still, sin and shame you are not using Project for its > features by turning off calculation. > > > > Can anybody please help with this? > > > |
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Re: tasks shift after filter or upon reopening file
Hi, Dean!
Thank you for your reply - I appreciate you taking the time and effort to assist. I had been checking to be sure all tasks were showing, although I certainly realize I could be missing something. I think your suggestion would be really helpful if I knew how to do it. Once I found the Macro menu, I didn't understand how to plug in your information. Sorry - I really am a beginner with this. But Jan's suggestion did work. Again, many thanks. "Dean C" wrote: > You may have more wrong than Jan identified. > > Try the macro below. > Sub ResetView() > 'Use this macro when you can't figure out why you can't see something. > 'This macro turns off autofilter, filters for all tasks, sorts by ID, > expands the outline to show all tasks then goes to the first task name > ViewApply Name:="Gantt Chart" > GroupApply ("No Group") > FilterApply Name:="All Tasks" > SelectSheet > Application.Sort Key1:="ID", Ascending1:=True, Renumber:=False > SummaryTasksShow (True) > OutlineShowAllTasks > SelectTaskField Row:=0, Column:="Name" > End Sub > |
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Re: tasks shift after filter or upon reopening file
Hi, Jan!
Thank you so much! It worked beautifully! Three months of frustration are erased with a couple of mouse clicks - how simple! "Sin and shame" accepted - LOL! Yes, we're just using it as an expanded spreadsheet because it does offer more than Excel. Project is not ideal for our situation - in fact, it's hugely cumbersome and most functions are not needed for what we do - but so far nobody makes what would be right for us. So we're stuck for now. Again, thank you! |
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