Microsoft Project 2010 Changes - Column Management

Changing a Column name or title

Given that a Company or Project eam does not like the way Microsoft have named a column, this is now not a problem.

 

An existing column can now be quickly renamed by right clicking on its title and typing a different column name. Customizing a column is easy.

Changing a Column Heading or Title

After right clicking the required column a shortcut menu will be displayed.

 

Click Field Settings.

Field setting dialog box

At the Field Settings dialog box within the Title: window change the name of the title.  By default the Field name: will be displayed as the title if Title: is left blank.

 

Update the Align title: as necessary.

 

Click or check off the Heading Text Wrapping box as necessary.

Click OK or press the Enter key when complete.

Column Heading is now updated

Column heading functionality - AutoFilter

View tab, Filter command in Data Group showing Display Autofilter selected

To manage data in columns to support reporting Microsoft® Project 2010 has introduced the functionality enjoyed by other Microsoft® Office desktop products.

 

 

From the Ribbon View tab click on the Filter: window down arrow in the Data group.



 

 

The filter pick list will be displayed. 

 

Click on the Display AutoFilter command.

Task list showing AutoFilter indicators activated

The down arrows in the right hand corner of each column header activates the AutoFilter pick list for each column. 

Microsoft® Project 2010 is able to determine the type of data associated with each Field and sets up the filter pick list accordingly.

 

The data can be sorted in both sequences using -

 

Sort A to Z or Sort Z to A

AutoFilter Group by

AutoFilter used to Group data types

Group on this field will group the data as shown here.

 

In this case each team member is able to see their Tasks on the schedule.  

 

Click on No Group to remove the Grouping feature.

 

AutoFilter by Specific data values

AutoFilter setup to select specific data values

To filter on specific data values with in the column Microsoft® Project 2010 displays all the different values in the pick list. Check the values that are needed in the report and click OK.

 

The reporting power is somewhat endless as you become more familiar with the AutoFilter functionality.

How can I tell if AutoFilter is Active?

AutoFilter = ON indicator

After setting AutoFilter on the column has a AutoFilter indicator (funnel) in the right hand corner of the heading.

AutoFilter the last word

AutoFilter with a compound (Custom...) filter selected

So when all that does not work, there is this. Develop a filter. 

Within the pick list select the Filters command. That will display another list. Here is Equals.., Does not Equal.., Contains…, Does not contain…, - simple selection options.

However, if compound selection (And, OR) is needed click on the Custom… option.

 

Custom Autofilter dialog box

Here the selection can be made more granular. If this two level And / OR is sufficient click OK. 

The Filter can also be saved for future use. Also if the two level selections is insufficient click the Save… button to open a standard filter dialog box that will support multi-level data selection.

 

Click OK or press the Enter key when finished.