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422 Part 5: Customizing Projects

Sorting Data

Sorting determines the sequence in which projects, activities, or resources are listed in the current window. You can sort alphabetically, numerically, or chronologically based on the data item you choose. For example, sort by total float to see critical activities first, or sort by percent complete in descending order to see completed or in progress activities at the top of the layout.

 

 

 

Specify sort order

In the Activities window, click the Layout Options

 

 

 

bar, then choose Group and Sort. Click Sort. You can also click the

 

 

 

Display Options bar from the Projects or Resources window and choose

 

 

 

Group and Sort By, Customize, Sort.

To select a data item to use

 

 

 

 

 

 

 

 

 

 

 

as the sort method, double-

 

 

 

 

click the Field Name cell and

 

 

 

 

select the field.

 

 

 

Click Add to

 

 

 

 

 

 

 

 

 

 

specify additional

To select a sort order,

 

 

 

 

 

sort criteria.

 

 

 

double-click the Sort Order

 

 

 

 

cell and choose Ascending or

 

 

 

 

Descending.

 

 

 

 

Reorganizing Data

You can mark the Reorganize Automatically checkbox on the Applications tab of User Preferences to immediately reorganize the current view or layout each time you add an activity or change activity data. However, if you have many changes to make and you choose not to mark the setting in User Preferences, you can select Tools, Reorganize Now to organize the project. When you change views, apply a filter, cut, copy, paste, or refresh data, the module will reorganize the data, regardless of whether the Reorganize Automatically checkbox is marked or cleared.

Primavera - Project Management