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Creating Filters in Primavera

This document provides instructions for creating filters in Project Management to view activities within a three-month look ahead window. It describes creating two filters - one to show activities starting within the next three months, and another to show activities finishing within the next three months. Steps are outlined for setting the filter parameters and saving the filters.

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250 views14 pages

Creating Filters in Primavera

This document provides instructions for creating filters in Project Management to view activities within a three-month look ahead window. It describes creating two filters - one to show activities starting within the next three months, and another to show activities finishing within the next three months. Steps are outlined for setting the filter parameters and saving the filters.

Uploaded by

ARP MEIL
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Creating Filters for the Three-Month Look Ahead Layout in Project Management

Filters allow users to limit the data displayed to items of interest.  For example, you can filter activities in
PM to display only those activities that are on the critical path or have resources assigned.  Filters can
be used for the convenience of filtering out certain data that is not of immediate interest, but can also be
used to assist with quality control by displaying only data that meets certain criteria to look for
exceptions.  Below is a suggested filter that accompanies the suggested layouts provided in the
Creating Layouts navigation document. The filter described in this document is not inclusive of all
possible types of filters. 

1. Login to Project Management.

2. Click on the Filters (  ) icon, click on the Layout bar (  ) then


select Filters…, or select View, Filters… from the menu.

The Filters dialog box will open.

4. Click New in the Filters page.


NOTE: As shown, there are numerous filters already available. To view the parameters, click on
the box and then click modify.  Also, notice options for applying selected filters.  Numerous
filters can be chosen that can be related by the or/and operator. 

The default is to display All Activities; several filters can be constructed and saved for future
(repeated) use.

5. Type in *3 Month Look-ahead – Start in the Filter Name field


6. Confirm that the Parameter = (All of the following).

7. Click Add for as many Parameters as necessary.

8. Choose the Parameters and their information as seen in the screen shot above.

This filter will show activities that have not yet started and are scheduled to start during the
period between the Data Date (DD) and 3 months after the Data Date (DD+3M).

Note:  These parameters relate to basic queries of action, data element, operator and low and
high value.

9. Click OK.

10.    Create the second filter for a 3-month look ahead at your project schedule.

This assumes your data date is in the current month.

11.    Click on the Filters icon (or on the Layout bar, Filters).

12.    Click New.

13.    Type in *3 Month Look-ahead – Finish in the Filter Name field.

14.    Confirm that the Parameter = (All of the following).

15.    Click Add for as many Parameters as necessary.

16.    Choose the Parameters and their information as shown below.

The 3 Month Look-ahead filter shows activities that have not yet finished and are scheduled to
finish during the period between the Data Date (DD) and 3 months after the Data Date
(DD+3M).

17.    Click OK when finished.


Configuring Project Settings in Project Management

Configure settings for each project at the time the project status reaches Autolink Complete so that the
correct defaults are applied to new activities and resources, and the project behaves as expected when
scheduled.

1. Login to Project Management and open your project.

2. Open the Projects window. 

3. Click on the icon to Show Project Details on the Bottom Layout.

5. Configure the project Defaults tab.

 Verify the Duration Type for the project is <Fixed Duration and Units>.


 Verify the Percent Complete Type for the project is <Physical>.
 Verify the Calendar for the project is <5 Day Workweek (w/Holidays)>.

6. Configure Project Settings tab.

 Verify that Summary project  based on is set to Detail activity resource assignments.
 Verify that the Fiscal year begins on the  1st  day of <October>
 Verify that the Baseline for earned value calculations is the Project Baseline.
 Verify that the Total Float less than or equal to radio box is selected and 0.0d.

7. Configure Project Calculations tab

 Verify in the Activities area that Activity percent complete based on activity steps is


checked.
 Verify that Link Budget and At Completion for not started activities is checked, and Reset
Original Duration and Units to Remaining is selected.
 Verify in the Resource Assignment area that Subtract Actual from At Completion radio button
is selected.
 Verify in the Resource Assignment area that the Update units when costs change on
resource assignments is checked.
 Verify in the Resource Assignment area that Link Actual and Actual This Period Units and
Cost is checked.

8. Verify Type of Funds.

 From the Directory bar, click the WBS button.


 Select the Display Options bar.
 Select Expand All if not already selected.
 Slide the Vertical Split Bar to the right revealing all the columns.
 Verify the Type of Funds assigned to each WBS.  Type of funds is the concatenation of the
Appropriation Department, Appropriation Symbol and Category, Class, Subclass (CCS) if required.
How to copy activities to another project while maintaining their WBS structure in the new schedule.

  1. Open both the source and destination projects.


2. Select, Project, WBS
3. Highlight the WBS level(s) which contain the activities and lower WBS levels which are to be
copied to the second project.
4. Select, Edit, Copy.
5. Move the cursor to the desired WBS location within the destination project.
6. Select, Edit, Paste.
7. The following screen with the 'Copy WBS Options' will be displayed:

                                                

8. Ensure that 'Activities' is ticked and hit 'OK'


9. A second 'Copy Activity Options' screen will appear:
                                            

10. Select the relevant options as needed.


 
 
 The WBS structure and the associated activities will be pasted into the new project.
How to De-Progress a Project

Symptom:  I have started a group of activities that should not have been started and I would like to
return the progress to 0 %, return the original duration and keep the original budgeted labor units.

The Fix:  Perform the following steps:

1.                   Choose Enterprise, Projects and select the Calculations from the details at the bottom.


2.                   Choose to "Link Budget and At Completion for not started activities"  and "Reset Remaining
Duration and Units to Original

           

 3.                Choose Format, Columns and add the columns for Actual Labor Units, Actual Nonlabor Units.

                   
4.                   Choose Tools, Schedule and set the data date equal to the Project Start Date and schedule. To
find the Project Start date, chooseEnterprise, Projects.  Click on the Dates tab and note the Planned
Start date.

                       

5.                   For the first activity in the list, set the Actual Labor Units to 0. Highlight the activities in this
column and choose Edit, Fill Down.
6.                   For the first activity in the list, set the Actual Nonlabor Units to 0. Highlight the activities in this
column and choose Edit, Fill Down.
7.                   Choose Tools, Global Change and run the 1st Global Change. (See below)  This will set the
Actual Material Units to zero.
8.                   Run the 2nd global change (See below) which sets the activity status to Not Started.

 1st Global Change:

Subject Area:    

Activity Resource Assignments

Then:   

Actual Material Units = 0


                    

2nd Global Change:

Subject Area:    

Activities

If:           

Where Activity Status is not equal to Not Started

Then:

Activity Status equals Not Started

If this process is not used you may encounter the following error:

"Cannot set status to Not Started if activity has actuals."


 
        
Hot Keys & Icons for Project Management
 

ALT – F: File Menu


ALT – N: New… or Crtl+N
ALT – O: Open… or Crtl+O
ALT – S: Close All or Crtl+W
ALT – L: Login as a Different User…
ALT – U: Page Setup…
ALT – V: Print Preview
ALT – P: Print… or Ctrl+P
ALT – A: Project Architect…
ALT – I: Import…
ALT – E: Export…
ALT – H: Check In…
ALT – K: Check Out…
ALT – T: Import from Expedition
ALT – C: Select Project Portfolio…
ALT – M: Commit Chang
ALT – R: Refresh Data or <F5>
ALT – 1, 2, 3 or 4: Each number will
correspond to the last four projects
that were
            Opened.  
ALT – X: Exit

ALT – E: Edit Menu  


ALT – U: Cut or Crtl+X  
ALT – C: Copy or Crtl+C
ALT – P: Paste or Crtl+V
ALT – A: Add or <Ins>
ALT – D: Delete or <Del>
ALT – O: Dissolve
ALT – I: Assign
ALT – R: Resources…
ALT – L: Resources by Role…
ALT – O: Roles…
ALT – C: Activity Codes…
ALT – P: Predecessors…
ALT – S: Successors…
ALT – K: Link Activities
ALT – W: Fill Down or Crtl+E
ALT – L: Select All or Crtl+A
ALT – F: Find… or Crtl+F
ALT – N: Find Next or <F3>
ALT – R: Replace or Crtl+R
ALT – S: Spell Check… or <F7>
ALT – M: Project Management
Sam…
ALT – E: User Preferences…
 
 
ALT – V: View Menu  
ALT – O: Layout  
ALT – B: Bars…
ALT – L: Columns…
ALT – M: Timescale…
ALT – T: Attachments
ALT – C: Curtain
ALT – T: Text
ALT – A: Activity Network
ALT – N: Activity Network
Options…
ALT – P: Open Network
Positions…
ALT – E: Save Network
Positions…
ALT – Y: Bottom Layout Options…
ALT – F: Filters
ALT – G: Group and Sort…
ALT – W: Show on Top
ALT – A: Activity Table
ALT – G: Gantt Chart
ALT – U: Activity Usage
Spreadsheet
ALT – C: Activity Network
ALT – H: Show on Bottom
ALT – N: No Bottom Layout
ALT – D: Activity Details
ALT – A: Activity Table
ALT – G: Gantt Chart
ALT – U: Activity Usage
Spreadsheet
ALT – S: Resource Usage
Spreadsheet
ALT – P: Activity Usage
Profile
ALT – R: Resource Usage
Profile
ALT – T: Trace Logic
ALT – I: Hint Help
ALT – E: Expand All
ALT – C: Collapse All
ALT – R: Toolbars
ALT – V: Navigation Bar
ALT – G: Navigation Bar
Button Text
ALT – D: Directory
ALT – T: Directory Button
Text
ALT – C: Command Bar
Button Text
ALT – A: Activity Toolbar
ALT – S: Status Bar
ALT – K: Back
ALT – D: Forward
No Associated Hotkey: Home
 
 
ALT – P: Project Menu  
ALT – A: Activities
ALT – S: Resource Assignments
ALT – W: WBS
ALT – B: Baselines…
ALT – E: Expenses
ALT – D: Work Products and
Documents
ALT – T: Thresholds
ALT – I: Issues
ALT – R: Risks
ALT – P: Set Default Project…
 
 
ALT – N: Enterprise Menu  
ALT – P: Projects
ALT – N: Enterprise project
Structure…
ALT – C: Tracking
ALT – F: Resources
ALT – O: Roles…
ALT – B: OBS…
ALT – S: Resource Codes…
ALT – J: Project Codes…
ALT – T: Activity Codes…
ALT – L: Calendars…
ALT – H: Resource Shifts…
ALT – A: Cost Accounts…
ALT – D: Funding Sources…
ALT – U: Resource Curves
ALT – N: External Applications…
 
 
ALT – T: Tools Menu  
ALT – T: Time Approval…  
ALT – E: Top Down Estimation…
ALT – A: Apply Actuals…
ALT – S: Schedule or <F9>
ALT – L: Level Resources… or
<Shift>+<F9>
ALT – Z: Summarize
ALT – O: Open All Projects
ALT – A: All Projects
ALT – S: Summary Only
Projects
ALT – J: Job Services…
ALT – O: Period Closeout
ALT – G: Global Change…
ALT – M: Monitor Thresholds…
ALT – I: Issue Navigator…
ALT – R: Reports
ALT – R: Reports
ALT – G: Report Groups…
ALT – B: Batch Reports…
ALT – W: Report Wizard…
ALT – P: Publish
ALT – P: Project Web Site…
ALT – A: Activity Layouts…
ALT – T: Tracking Layouts…
ALT – C: Check Project Integrity…
ALT – U: Recalculate Resource
Costs…
ALT – N: Set Language…
 
 
ALT – A: Admin Menu  
ALT – U: Users…
ALT – S: Security Profiles…
ALT – N: Admin Preferences…
ALT – C: Admin Categories…
ALT – R: Currencies…
ALT – T: Timesheet Dates…
 
 
ALT – H: Help Menu  
ALT – C: Contents…
ALT – A: About Project Manager…
ALT – B: Suggestion Box!...
 

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