Re: 2 plans - 1 a sub set of another

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In article <2CF847BB-B747-4593-BA5F-A5E8AC47F36F@xxxxxxxxxxxxx>,
Dave Eade <DaveEade@xxxxxxxxxxxxxxxxxxxxxxxxx> wrote:

Thanks John,
I think your getting closer to what I'm after.

The drawback with your suggstion is that there are certain tasks under a
summary trask I want to delete, and others I want to keep. Putiing all client
tasks under 1 summary is not feasible.

Also my plan is about 2,000 lines, so I would have to do about 50-60
select/delete's to achieve the objective.

Any other ideas ?

Thanks
--
Dave Eade
Global Project Solutions

Dave,
First, you're welcome. However when it comes to the feasibility of
segregating client data under one (or more) summary lines, it is not
only feasible but probably very wise - we did it all the time.

Here's what you can do. If certain "client visible" tasks are ordinarily
subtasks under another summary line, either represent that task as a
duplicate (mirror task) or as a milestone under the client's summary
line. Then link the "live" task (normal predecessor) to the duplicate.
The secret is to then set a constraint on the mirror task(s) when
creating the client's file or the mirrored line will "slam" back to the
Project Start Date when the deletion step is performed.

The above approach eliminates the need to do multiple select/deletes.
Set it up right and it can all be done in one fell swoop.

John
Project MVP



"John" wrote:

In article <365C3F35-1157-43C2-A3B9-8917AF8C5F11@xxxxxxxxxxxxx>,
Dave Eade <DaveEade@xxxxxxxxxxxxxxxxxxxxxxxxx> wrote:

Akram,
Sorry for the confusion, I'm not being clear.

My workaround is to cut & paste a filtered view into excel, then cut and
paste into a new msp which is then passed onto the client.

What I was hoping was that I could have a plan 'linked' to the main plan
which just showed tasks with perhaps a certain flag, or a macro that
exports
just certain tasks into a new MSP.

Thanks
--
Dave Eade
Global Project Solutions

Dave,
Allow me to jump in here. Perhaps we are making this way too
complicated. Reading your original post it sounds like a separate client
file with some filtering and controlled deletions would get exactly what
you want. Here is the process in a nutshell:
1. Identify those tasks/milestone in the "live" file that you want in
the client version but be careful here with summary lines (you'll see
why later). As a matter of fact, I suggest you segregate the client
items under their own summary line, maybe at the top of the file.
2. Use "Save As" to create a separate client file.
3. In the client file, filter for all tasks NOT wanted
4. Select all tasks and do Edit/Delete Task
5. You will now have a new Project file for the client only.

Hope this helps.
John
Project MVP



"Akram Hussein" wrote:

it is the same thing dave, but instead export only this view to the
client
to
excel.
--
Akram Hussein [Microsoft Office Project MVP]


"Dave Eade" wrote:

Akram,
Thanks for that, however it's not exactly what I was looking for.

I don't just want to 'filter' one plan and show the Client, the
Client
Plan
MUST be a seperate entity [ as I don't want them changing the filter
and
seeing the internal tasks ].

What I was hoping was that I could have a plan which is linked to the
Main
Plan, which just displays tasks that have a specific flag set -
Almost
like
an automatic 'export' to another plan perhaps usinga macro ?

Does this better ex[plain what I'm looking for ?

Thanks
--
Dave Eade




"Akram Hussein" wrote:

Hi Dave,
There is a work around for that in MSP, please find the answer
below:

We merge both plan together into a single file, however we will
flag
tasks
that are for clients different from other tasks that for example
are
internal.

First you need to create a Custom Field, that will be used to flag
the
type
of tasks you want to show. So for example you can flag that this
task
is for
client and the other is for internal and maybe some other values.

A Custom Field can be created by going to Tools / Customize /
Fields.
After
that make sure to choose "Task" and Add a TEXT Field, for example
task
type.

Then you need to create a new filter. This filter will allow you to
view
Gantt Chart or other views by this filter. so to create a new
filter
goto
Project / Filter By / More Filters / then click new filter.

Create a filter and this way you can have both plans combined
together
and
you can view them seperatly. Furthermore you can create a view that
supports
this filter for example you can create a view called "Client Plan"
which only
views tasks flagged by client

--
Akram Hussein [Microsoft Office Project MVP]


"Dave Eade" wrote:

Hi guys [ and gals ],
I've just taken over the PSO work for a software house, they have
a
plan for
a client which runs to about 2,000 lines. They also maintain a
'client' plan
which contains just specific milestones which are in the main
plan.

Rather than maintaining 2 plans I prefer to do just one - the
only
solution
I can come up with is each week to filter the main plan, then do
a
copy &
paste into excel - do a bit of editing then c&p into a new msp
which
can be
passed onto the client.

I was sort of hoping that MSP could do something nifty that if I
set
a flag
in the main plan then the 'sub' plan could be populated
automatically.

Any help would be gratefully recieved - it's hot in Cardiff today
so
I'm
willing to send a virtual icecream for any smart solution !!

Thanks
--
Dave Eade



.

Relevant Pages

  • Re: 2 plans - 1 a sub set of another
    ... Dave Eade wrote: ... When I need the client plan, I simply 'copy' the file then strip out the ... I don't just want to 'filter' one plan and show the Client, ...
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  • Re: 2 plans - 1 a sub set of another
    ... Dave Eade wrote: ... paste into a new msp which is then passed onto the client. ... What I was hoping was that I could have a plan 'linked' to the main plan ... I don't just want to 'filter' one plan and show the Client, ...
    (microsoft.public.project)
  • RE: 2 plans - 1 a sub set of another
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  • Re: 2 plans - 1 a sub set of another
    ... Dave Eade wrote: ... What I was hoping was that I could have a plan 'linked' to the main plan ... Reading your original post it sounds like a separate client ... I don't just want to 'filter' one plan and show the Client, ...
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  • Re: 2 plans - 1 a sub set of another
    ... Dave Eade wrote: ... When I need the client plan, I simply 'copy' the file then strip out the ... I don't just want to 'filter' one plan and show the Client, ...
    (microsoft.public.project)