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Filter, Sort and Group

Show only what you need: filter, sort and group tasks and resources, in the views and in printed reports.

In the “Filters” section of the “Views” command window are three functions that allow you to arrange the tasks and/or resources to those you want to view on your screen: The filter-, The sort- and the group of functions, figure 84.

These functions do also influence the content of the reports that you program ProjectLibre to print.

Filter function

The Gantt diagram for my New House project, no filter. Figure 84. The Gantt diagram for my New House project, no filter.

Figure 84 shows the Gantt diagram for the project to build a new house from the start till the final check including all links and resources assigned to the tasks.

The same Gantt diagram for my “New House” project, with the “Critical Tasks” filter. Figure 85. The same Gantt diagram for my “New House” project, with the “Critical Tasks” filter.

The “Filter” function will filter the list of tasks and will show only those tasks chosen by the filter selection. In the filter list, there are several options to choose from, see figure 85. Selecting the “Critical tasks” option will filter only those tasks that are on the critical path (in red) and will hide the other tasks that are not critical. This is a good way to concentrate on what is critical and where a slip will extend the duration; a gain on the other hand will improve duration on your project.

The filter lists offers 18 different filters, so a lot to choose from and shape your report and views to your liking. Some interesting choices for project management are: Cost Over Budget Tasks, Incomplete Tasks, Late/Over Budget Tasks, and Slipped Tasks.

Sort function

The “Sort” function works similarly to the “Filter” function, but now all jobs will stay visible but sorted in an order you select from the available sort options. In figure 86, you see which “Sort” options are available. If you choose “Name”, then the “Gantt” view will show the critical tasks (filter still applies) but sorted in alphabetical order based on the name of the task.

Notice that sorting happens on tasks at same level, the indented tasks have their own sorting, and

the “Sort” function only sorts the tasks that are filtered in this example.

The Gantt diagram with “Critical Tasks” filter and the “Name” sort option. Figure 86. The Gantt diagram with “Critical Tasks” filter and the “Name” sort option.

“Group” function

The “Group” function again is showing all tasks in the Gantt diagram but then grouped as per the choice you make from the group list options. Figure 87 shows the different “Group” functions to choose from.

Having still only the critical jobs in the Gantt and choosing the “Resource Name” group option, it can be seen that all critical tasks are grouped per resource (person) or group of persons. A useful view to point your staff to their critical jobs.

The Gantt diagram with tasks grouped on the resources Figure 87. The Gantt diagram with tasks grouped on the resources