Difficulty filtering timeline view
Like some similar threads, I've been having extreme difficulty in filtering the timeline view.
I manage a group responsible for roughly 20 active projects, with another 50 or 60 in the pipeline, all with varied duration and relevant to an array of departments and customers. Since I need to report these projects to other department heads, I took a tip from an old KB article and added a "Reported" checkbox to projects and folders, where I could optionally select the projects I want to export.
Unfortunately, this field is being flat out ignored when I filter on it. The timeline view is showing long since completed items whose "Reported" checkbox is unchecked. This creates a huge time sink, as I need to manually filter them out in Excel (including a plethora of internal projects that I don't want in the shared report).
I have yet to find a way to trim this down so that it's at all useful. Screenshot of this ignored field in action:
Help?
Hi Randall, thanks for posting here, it's an interesting question.
In Timeline, you will see all parent Projects/Folders you've selected from your Folder tree on the left side of your Workspace, regardless of the filter applied. The applied filter will then show[/not show] tasks which exist in those Folders/Projects. So if the checkbox is only applied to the Project, then the filter won't have an effect on the Projects you see there as it's to filter tasks within the Projects you've chosen to view.
Are you ultimately looking to create this information in Reports, or send the stakeholders you mention, a 'print' version of the Timeline?
Thanks for the response, Stephen.
Coincidentally, I just asked myself this question this morning before checking for a response to the thread. I've not looked hard enough at the reporting, and did discover that if I want to present a tabular view, that absolutely fits the need.
But given the sheer volume of projects being reported, and my desire to more clearly represent to the stakeholder where their particular project sits in the timeline (what work is prioritized over theirs, and how long the lead time is for new potential work), the timeline view is certainly the better option.
Short term, I can use the tabular report to present this information. If I group by "Reported" and then by "Parent Folder" that gets me pretty darn close. However, I'd ultimately like to provide a Gantt chart (i.e. the "print" version of the Timeline view) for selected projects.
How do I get to the ultimate goal?
Hi Randall, great to hear you're seeing some results. You can get a PDF print out of the Timeline view by doing the below - let me know if this helps 👍