Need the ability to filter reports based on project status

ACharvet

Here is what I need.

 

I have about 50 projects within a workgroup that I am trying to manage.

 

I have a report of tasks that are due within the next 5 days.  Took some cluncky work to differentiate tasks vs summary tasks, but it was easy enough to do.

 

Next issue / challenge.

When a project stalls for some reason or another, I have no way to exclude that project without hacking a bunch of stuff up.

 

Recommendations.

Project (sheet) meta-data that is available as a filtering criteria. 

WBS Numbering.

Task vs Summary Task (No children == task)

Tim Meeks

Have you tried using the Reports feature?

 

http://help.smartsheet.com/customer/en/portal/articles/522214-creating-reports

 

That would allow you to exclude those projects based on status.

 

On the summary vs sub tasks, you could create a column checkbox to ID the summary row and just hide it? 

Or is there some other criteria that defines the Summary tasks?

We only assign a project # on the Summary Project row and not for the sub task/children so then we can run reports and pull only the tasks with a Project # is not blank.

 

hope that helps.

 

tim