| When you sort
your schedule and then move a symbol, you cannot undo the sort. By
creating a column that numbers your tasks, you can use that column to
re-sort your schedule to appear as it did originally. Milestones
does have a Task Number SmartColumn that numbers tasks for you, but once
you sort, the Task Numbers are re-assigned. Here, we will manually
number the tasks in order to create a "sort column." |
|
|
|
|
|
|
|
1. |
Choose Insert
| Column | Text. |
|
2. |
Move the column
to any column position and name the column (here, "Sort"). |
 |
|
3. |
Click the Text tool in the
Toolbox. |
 |
|
4. |
Click in the
first column cell of the newly inserted column. |
|
5. |
Enter "1" and
then hit the down-arrow key on your keyboard. |
|
6. |
Continue
numbering until you reach the final task. |
|
|
|
|
|
|
|
Use Excel for numbering,
then copy-and-paste into Milestones |
|
A very fast shortcut method for steps 3-6 is to use Excel to create the
numbers, then copy and paste into the column. This is especially
helpful if you have a large amount of numbering to do. |
|
| 1. |
Open an Excel
spreadsheet. |

|
| 2. |
Enter
the first few numbers in a column, as shown on the right: |
| 3. |
Highlight those numbers. |
| 4. |
Click
the lower-right corner of the highlighted block of cells, then
drag down. |
| 5. |
Release
the mouse button when the desired number is reached. |
| 6. |
The
column of cells should still be highlighted; if not, highlight
the column of cells that you just created. |
| 7. |
Choose Edit |
Copy. |
| 8. |
In Milestones,
highlight the column that will contain the numbering... |
|
| 9. |
Choose
Edit | Paste Column Text. |
|
 |
| Now, after you
sort by Team, PM, Project, Date, etc., you can use the numbered
Sort column to "retrieve" the original schedule. To do this, use
sort by selected column and choose "Numeric" when prompted. |
|
|
|
| You can hide the
Sort column when not in use. Right-click the column heading and
choose Hide Column. Right-click any column and choose
Show Hidden Columns to display the hidden column. |
|
|
|
|
|
|