Filtering by WBS code

Once you have set up a work breakdown structure and assigned WBS codes to tasks in a project, you can use the Filter Wizard to filter tasks by the WBS codes that have been assigned to them.

To filter tasks by WBS code:

  1. On the View tab, in the View Data group, click the Filter dropdown and select New. The Filter Properties dialog is displayed.
  2. In the Identification group of fields, enter a name for the filter in the Name field and select the Display on menu check box if you want the filter to appear on the Filter dropdown in the View Data group on the View tab, making it easier to apply the filter. If you want to assign a category to the filter, select a filter category in the Category field. Categorising filters makes it easier to find the filter you are looking for, for example when selecting a filter to apply to the current view. Whenever you select a filter, they are arranged into their categories, with any filters that do not belong to a category being displayed below the filter categories that do exist.
  3. Subheadings, which display the chart path of the filtered objects, are displayed in filtered views by default. Click Subheading Properties to display the Filter Subheading Properties dialog, in which you specify the appearance of the subheadings.
  4. Click Insert to insert a new criterion into the filter. The Filter Wizard appears.
  5. On the first screen of the Filter Wizard, select All task and allocation types then click Next.
  6. On the second screen of the Filter Wizard, select the WBS Code check box then click Next.
  7. On the third screen of the Filter Wizard, select the WBS codes whose tasks you want to include in the filtered view in the grid that displays the project's work breakdown structure.

    If the project's work breakdown structure is very large, it may be difficult to locate the WBS code that you want immediately. If you know the alphanumeric identifier of the WBS code - or at least the start of it - you can locate it in the work breakdown structure by entering the WBS code - or the start of the WBS code - in the Search field at the top of the dialog. As you start typing into the Search field, the WBS codes in the dialog are restricted to those that start with the characters that you type.
  8. Click the Selected codes only radio button if you want to include only those tasks that have been assigned the selected WBS codes in the filtered view, or click the Codes and all children radio button to also include those tasks that have been assigned subordinate, or 'child' codes of the selected WBS codes.
  9. If you want to be able to specify the WBS codes to include each time you apply the filter, select the Ask me which WBS codes to use... check box.
  10. Click Finish to create the filter, which is then added to the list on the Filter Properties dialog.

When you apply this filter to a view, all of the items to which the selected WBS codes have been assigned are displayed in the view.

Related Topics:

Setting up a work breakdown structure (WBS)

Filtering for specific bars and tasks

Applying and editing filters