Use status for filtering projects in the EPS

You can change an active (Open) project to inactive (Closed) when it is completed. You can also assign a What-If status to a copied project that you want to use for analysis. Project status can be used to organize and summarize information, and to filter projects.

  1. Choose File, Open.
  2. Select the EPS node or project whose status you want to change and click Open.
  3. Choose Enterprise, Projects.
  4. To view only those projects with a specific status, choose View, Filter By, Status, then choose the status you want to use.
    You can also choose View, Filter By, Customize.
  5. In the Filters dialog box, mark the applicable checkboxes.

Tip

Another way to distinguish projects with statuses other than Active is to place them under separate root nodes in the EPS. The projects remain part of the hierarchy, but they are not considered when you budget, schedule, and level your active projects. Choose Enterprise, Enterprise Project Structure, to set up root nodes as placeholders within the EPS (for example, What-If, Planned, or Closed). You can then drag and drop projects to these root nodes when their status changes.



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Last Published Wednesday, May 25, 2016