You'll have to update the record source of the form so that it shows all records and not just the customer ID in question.

Use the "openArgs" option to open the form to use a different recordsource.  You can google the code for this and is pretty simple to use.

Hi Richard - the Record Source on the TaskPlannerF form is a TaskVisibleQ Query. If I change this, then the form would not work properly.

I would like to be able to show only the jobs that in progress or shipped - partial on the TaskPlannerF form (Gantt Chart). I want to add a button to the bottom where you can click it and show all "ACTIVE" jobs no matter what customer is selected.

I hope that helps clear up what I am hoping to achieve.

Thank you kindly

Change the record source to:

=SELECT * FROM TaskVisibleQ WHERE Shipped = TRUE OR InProgress = TRUE

it will get all the records from TaskVisibleQ where that condition is met.

Hi Sami - I tried what you suggested and it did not work. Stated that the record source does not exist. It also makes all other fields  in an error for Source Control.

Remove the leading "="
and try again

make sure you are using you own field names for in progress and Shipped

[In Progress] and [Shipped - Partial] are selections in the Value List within the Status field...does not change things?

Once I get this working, my companies Database will be able to schedule incoming work more efficiently and I appreciate all your help.

Is the field called "Status"?
if so, the your Record Source should become:

SELECT * FROM TaskVisibleQ WHERE Status = [In Progress] OR Status = [Shipped - Partial]

I entered the above Record Source...it comes up with a Parameter Message Box. I am wondering if I should do this via the Query button in the Record Source property field. What are your thoughts?

This is normally a spelling issue.

What was the parameter it asked for?

Enter Parameter Value

It is asking for IN PROGRESS, I hit enter with nothing filled in; then it asks for Shipped - Partial, I hit enter with nothing filled in. It duplicates it again. Once finished, the TaskPlannerF form opens with nothing entered. I debug and it refers to the following code:

Private Sub Form_Load()
    LoadPlanner
    Me.Requery
End Sub

When I fill in the IN PROGRESS & SHIPPED - PARTIAL into these Message Windows, the TaskPlannerF opens with only the customer selected.

If I add this Record Source to a Button and when clicked, would it open the TaskPlannerF with all jobs currently in these Status'? Table it pulls data from is TaskT

Thank you for your help

Show me your SELECT statement

SELECT * FROM TaskVisibleQ WHERE Status = [IN PROGRESS] OR Status = [Shipped - Partial]; pulled right from the Record Source

Sorry my bad

SELECT * FROM TaskVisibleQ WHERE Status = "IN PROGRESS" OR Status = "Shipped - Partial"

ok it works now without asking for the parameter values...however, it only shows the Customer that is selected on the PURPLE table (see above photo).

As asked, if I create a Button - named SCHEDULE - How would the code work to show all information in the TaskPlannerF form for all records in the TaskT (Table) that show IN PROGRESS or Shipped - Partial??

I can't imagine how your tables are structured and how they relate to each other. Can you share the Design View of the tables involved?

Honestly it is the Project Management Template that Richard created...I did not change anything except to add the Status Column in the TaskT (Table)...

Ok, It will take me a while to check it out.

I have not watched the Project Management Template Videos.
As I said, it will be a while.

I know Richard has been bouncing on this thread as well, he may have input. I look forward to your response.

Thank you Sami

You are welcome.

I try to keep my eye on as much as I can, but I've only been following in a cursory manner. I don't have time today to dig into this, but if I get a few free minutes I'll see if I can add anything.

Hi Rose

I will be watching the video today.

Hi Sami, Any thoughts on getting all my active jobs (in progress/shipped-partial) showing up on the TaskPlannerF no matter what customer is selected? I would like to try to get it some what working by end of the week and I am struggling with this one.

Thank you

Hi Rose,

I did watch the TechHelp video and realized that I also need to watch the full seminar. I will endeavor to get to it soon.

Ok thank you, in the meantime I am going to try a few things with the Planner Button at the bottom of the ProjectListF (form).

I think I figured it out...

I copied the TaskVisibleQ (Query) - renamed it JobVisibleQ (Query) and wrote the SQL you sent me into it.
SELECT TaskT.* FROM TaskT WHERE Status = "IN PROGRESS" OR Status = "Shipped - Partial"

Then I copied the TaskPlannerF (Form) - renamed it JobPlannerF (Form).
Record Source = JobVisibleQ
Filter = ([TaskT].[EndDate] Is Null)
Order By = [JobVisibleQ].[WONumber]

The problem I am having now, is that some of my jobs are running off the table and not stopping at the End Date written in the system.

Any thoughts, as I'm lost on this one?

Thank you

In the ProjectListF (Form), I changed the PlannerBtn Event Procedure as follows:

Private Sub PlannerBtn_Click()
    Me.Refresh
    DoCmd.OpenForm "JobPlannerF"
End Sub

Excellent well done

Would you happen to know why some of the jobs are running off the table? I have one that ends 4/29 but the schedule keeps going into May and beyond.

Hi Rose
I really need to familiarize myself with this database before I can answer this question for you.

Does that issue happen in the STOCK database, or your modified version?

It happens in the one I modified based on your template. I have not implemented this into my company database as of yet.

The other thing they want to know if possible...How would I make a job row highlight RED if it is still open (In progress or Shipped - Partial) and past its due date? So if job A was to ship March 30th, but is still showing IN PROGRESS as of April 4, can the blocks highlight RED and continue to highlight Red until it has been completed.
Would that be a possibility?

If the problem doesn't occur in my stock database, then it has to be due to one of your modifications. Without knowing EVERYTHING you've done to it, it's tough for me to tell where the problem might be. I'd suggest starting over from the scratch database and adding back in your changes. That will show you where the problem crept in.

Sure. You could change the colors in your conditional formatting based on whatever factors you like. You just need to update the formulae accordingly. That's the whole point of the template... to give you a launching point to be as creative as you like. :)

Perfect! Thank you I will do that just that.