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Server 2010—n
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tab
Sync
anges
your schedule iin Project or too receive updates from the tassk
Project 2010 defaults to syncing the following fields: Name, Start, Finish, % Complete, Resource Names,
and Predecessor. You can easily add more built-in or custom fields to sync.
A. In Backstage view, click the Info tab.
B. In the Sync to Tasks List area, click Manage Fields.
C. Click Add Field, and then, in the Add Field dialog box, click the fields you want to add. Click the Add Field
button, and then click OK.
Note: You must have Microsoft SharePoint 2010 Server or Microsoft SharePoint Foundation 2010 to use this
feature of Project 2010. In addition, syncing with SharePoint works only in Manually Scheduled task mode
(Automatically Scheduled tasks will be changed to Manually Scheduled task mode) and with links that are
finish-to-start, with no lag time. Also, if you have resource assignments associated with tasks, for them to be
accepted into the SharePoint task list, the resources must be set up in SharePoint as users with the exact
same name.
Focus on Data With AutoFilter Use the AutoFilter feature to quickly slice and dice your project information for fast results.
Every column in your Microsoft® Project 2010 project plan has an AutoFilter drop-down list that you can use
to quickly zero in on information that pertains to the specific column. For example, if you want to quickly
display only the tasks scheduled for the next week or the next month, click the AutoFilter arrow in the Start
column (Option A). If you want to quickly filter on a specific resource, click the AutoFilter arrow in the
Resource Names column (Option B). Note that you have the option to sort and group by column data type in
the same drop-down list, so you have even more flexibility to quickly display the project information that you
need, the way that is most helpful to you and your stakeholders.
Step 1: Pick a Column Where You Want to Apply AutoFilter
A. In the Gantt Chart view, determine the column that you want to filter.
B. Click the AutoFilter arrow at the top of that column to see your options.
Step 2: Choose Your Filter Criteria
Option A – Select from preconfigured filters: In the AutoFilter drop-down list, click Filters, and then click an
option from the list of preconfigured filters that appears.
Option B – Select custom criteria to apply: Simply select the check boxes of the criteria you want to apply,
and then click OK. In the following example, only tasks that start in January are selected and will appear in
the filtered view.
Note: Click Select All to clear all the criteria check boxes at one time.
Step
In the
Step
You al
demon
p 3: Clear
same AutoFilte
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group by using
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rt.
op-down list. Th
oup in the drop
he following exa
p-down list.
ample