Create or Modify a Filter

When you need to see a defined subset of your project information, you can apply a filter to display only the information that meets the filter criteria. If none of the filters provided with Microsoft Project meet your needs, you can create a filter from scratch, create a filter based on an existing filter, or edit an existing filter.

When you create a filter from scratch, you start with a blank filter to which you add each field and specify details such as data alignment within a field, field width, and the field title that appears on screen. When you create a filter based on an existing filter, you modify a copy of the existing filter without changing the original. When you edit an existing filter, you change the original filter.

To create or modify a filter

1. On the View Bar, click any view except the PERT Chart or Task PERT.
   To select a view that doesn’t appear on the View Bar, click More Views , click the view you want in the Views list, and then click Apply.
2. On the Project menu, point to Filtered for, and then click More Filters.
3. To create or modify a task filter, click Task, and then click a filter in the Filters list.
   To create or modify a resource filter, click Resource, and then click a filter in the Filters list.
4. To create a filter from scratch, click New.
   To create a filter based on an existing filter, click that filter in the Filters list, and then click Copy.
   To edit an existing filter, click that filter in the Filters list, and then click Edit.
5. In the Name box, type a new name for the filter.
6. Under Filter, select a field name and a test.
7. In the Value(s) field, click a value to test for or click a range of values separated by a comma (,).
   For example, if you clicked is within or is not within in the Test field, type "From"?,"To"? to create an interactive filter that requests a range of dates to test for.
8. If the filter will contain more than one criterion row, select additional conditions on the row immediately underneath the first row, and then click an operator in the And/Or field of the same row. You may need to use the left arrow key to see the And/Or field.
9. Click OK.
10. To apply the filter immediately, click Apply.

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