PRJ: Macro to Sum Values in Filtered List

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The following macro sums the values from the Number1 fields of all visible tasks. After you run this macro, a new task named "Total" will be created and displayed at the end of the active project. The Number1 field in this task will contain the sum of the Number1 values for all other visible tasks.

Microsoft Project 4.x

1. On the Tools menu, click Macros.
2. Click New.
3. In the Macro Name field, type SumFilteredList. Click OK.
4. In the Module Editor, enter the following code:

         Sub SumFilteredList()
         ' This macro totals up the values in the Number1 field
         ' for all visible (filtered) tasks, and displays this total
         ' at the bottom of the task list.
   
         Dim oTask As Task          ' Current task pointer
         Dim oTotalTask As Task     ' Totals task pointer
         Dim fTotal As Single       ' Used to hold totals
   
            ' Ignore error generated by trying to delete a task
            ' that does not exist.
            On Error Resume Next
            ' If totals task is present, delete it.
            ActiveProject.Tasks("Total:").Delete
            ' Re-enable default error handling
            On Error GoTo 0
   
            ' Select visible tasks
            SelectAll
            ' If tasks are selected, then loop through each of them
            If Not (ActiveSelection.Tasks Is Nothing) Then
               For Each oTask In ActiveSelection.Tasks
                   ' Add Number1 for each task to total
                  fTotal = fTotal + oTask.Number1   ' Field to Sum
               Next oTask
            Else
               ' There's nothing to add
               Exit Sub
            End If
   
             ' Create Totals task so it's visible
            Set oTotalTask = ActiveProject.Tasks.Add("Total:")
   
            ' Insure "Totals:" task is at outline level 1 (not indented)
            Do Until oTotalTask.OutlineLevel = 1
                 oTotalTask.OutlineOutdent
            Loop
   
            ' Put total in proper field
            oTotalTask.Number1 = fTotal             ' Field containing total
   
            ' Hide task bar for this task
            oTotalTask.HideBar = True
            ' Select totals row
            SelectRow oTotalTask.ID, False
            ' Set font to bold
            FontBold Set:=True
   
         End Sub
   						

To use this macro, do the following:

1. Select a task view that uses a table, such as the Gantt Chart.
2. Display only the tasks you want to calculate a total for either by applying a filter or by hiding or showing subtasks.
3. On the Tools menu, click Macros.
4. In the Macro list, select SumFilteredList, and then click Run.

Microsoft Project 98

1. On the Tools menu, point to Macro, and then click Macros.
2. In the Macro Name field, type SumFilteredList. Click Create.
3. In the Visual Basic Editor, enter the following code:

         Sub SumFilteredList()
         ' This macro totals up the values in the Number1 field
         ' for all visible (filtered) tasks, and displays this total
         ' at the bottom of the task list.
   
         Dim oTask As Task          ' Current task pointer
         Dim oTotalTask As Task     ' Totals task pointer
         Dim fTotal As Single       ' Used to hold totals
   
            ' Ignore error generated by trying to delete a task
            ' that does not exist.
            On Error Resume Next
            ' If totals task is present, delete it.
            ActiveProject.Tasks("Total:").Delete
            ' Re-enable default error handling
            On Error GoTo 0
   
            ' Select visible tasks
            SelectAll
            ' If tasks are selected, then loop through each of them
            If Not (ActiveSelection.Tasks Is Nothing) Then
               For Each oTask In ActiveSelection.Tasks
                   ' Add Number1 for each task to total
                  fTotal = fTotal + oTask.Number1   ' Field to Sum
               Next oTask
            Else
               ' There's nothing to add
               Exit Sub
            End If
   
             ' Create Totals task so it's visible
            Set oTotalTask = ActiveProject.Tasks.Add("Total:")
   
            ' Insure "Totals:" task is at outline level 1 (not indented)
            Do Until oTotalTask.OutlineLevel = 1
                 oTotalTask.OutlineOutdent
            Loop
   
            ' Put total in proper field
            oTotalTask.Number1 = fTotal             ' Field containing total
   
            ' Hide task bar for this task
            oTotalTask.HideBar = True
            ' Select totals row
            SelectRow oTotalTask.ID, False
            ' Set font to bold
            FontBold Set:=True
   
         End Sub
   						

To use this macro, do the following:

1. Select a task view that uses a table, such as the Gantt Chart.
2. Display only the tasks you want to calculate a total for either by applying a filter or by hiding or showing subtasks.
3. On the Tools menu, point to Macro, and then click Macros.
4. In the Macro list, select SumFilteredList, and then click Run.

Modifying the Macro

To sum values from fields other than Number1, replace the reference to Number1 on the line commented with "Field to sum" with the name of the field for which you want to derive a total. To place the total in a field other than Number1, replace the reference to Number1 on the line commented with "Field containing total" with the name of the field into which you actually want to place the total.

For example, if the field you want to sum is a calculated field, such as Cost or Actual Cost, then the sum must be placed in a non-calculated field, such as Cost1 or Number1. Therefore, to get the total cost fields for all visible tasks and place the total in the Cost1 field of the "Total" task, you would change the indicated lines as follows:

   fTotal = fTotal + oTask.Cost   ' Field to Sum
   oTotalTask.Cost1 = fTotal      ' Field containing total