- •Table of Contents
- •Preface
- •Primavera Products
- •Using Documentation and Help
- •Where to Get Support
- •Understanding Project Management
- •Why Use Project Portfolio Management?
- •Your Role in the Organization
- •Project Management Process Overview
- •Planning, Controlling, and Managing Projects
- •Quick Tour
- •Getting Started
- •Selecting a Language
- •The Workspace
- •What Is a Layout?
- •Customizing Displays
- •Sample Layouts
- •Using Wizards
- •Defining Administrative Preferences and Categories
- •Defining Default Settings
- •Allowing Users to Define the Default Hours per Time Period
- •Defining Standard Categories and Values
- •Defining Currencies
- •Setting User Preferences
- •Formatting Time Units
- •Formatting Dates
- •Setting View Currency and Symbols
- •Setting Mail Preferences
- •Implementing Wizards
- •Creating a Log of Tasks and Setting Startup, Group and Sort, and Column Options
- •Changing Your Password
- •Setting Profile and Spreadsheet Data Options
- •Setting Calculation Options for Resource and Role Assignments
- •Selecting Startup Filters
- •Structuring Projects
- •Setting Up the Enterprise Project Structure
- •Enterprise Project Structure Overview
- •Summarizing Projects
- •Setting Up the Enterprise Project Structure
- •Adding a New Project to the Enterprise Project Structure
- •Using Project Architect
- •Working with the Enterprise Project Structure
- •Using Root Nodes to Denote Project Status
- •Defining Enterprise Project Structure Details
- •Leveling Priority
- •Anticipated Dates
- •Auto-Numbering Activity IDs
- •Setting Up the Organizational Breakdown Structure
- •Viewing an OBS
- •Setting Up an OBS
- •Editing OBS Elements
- •Defining Resources and Roles
- •Resources Overview
- •Viewing and Adding Resources
- •Default Units/Time
- •Using Limits for Delayed Resource Start
- •Defining Resource Shifts
- •Defining and Assigning Resource Codes and Values
- •Setting Up Roles
- •Assigning Roles to Resources
- •Defining Custom Resource Curves
- •Reviewing Work Breakdown Structures
- •Viewing a WBS
- •Grouping by WBS Path
- •Adding WBS Elements and Assigning Properties
- •Using WBS Milestones
- •How Weights Affect Percent Complete
- •Assigning WBS Category Values
- •Defining Earned Value Settings for Specific WBS Elements
- •Assigning Estimation Weights to WBS Elements
- •Defining Budgets
- •Top-Down Budgeting
- •Establishing Budgets
- •Establishing a Monthly Spending Plan
- •Tracking Budget Changes
- •Establishing Funding
- •Tracking and Analyzing Budgets
- •Establishing Project Codes
- •Defining and Assigning Project Codes
- •Grouping, Summarizing, and Filtering by Codes
- •Working With User-Defined Fields
- •Creating User-Defined Fields
- •Working with User-Defined Fields
- •Working with Indicators
- •Creating Calendars
- •Adding Calendars
- •Modifying Calendars
- •Implementing the Schedule
- •Establishing Activity Codes
- •Creating Activity Codes and Values
- •Grouping and Summarizing by Codes
- •Working with Activities
- •Activities Overview
- •Adding Activities
- •Defining General Activity Information
- •Defining Schedule Information
- •Establishing Relationships
- •Dissolving Activities
- •Displaying Activity Details for Assignments
- •Assigning Resources and Roles
- •Recalculating Costs/Units for Assignments
- •Choosing the Rate Source and Rate Type for an Assignment
- •Assigning Resource Curves to Resource or Role Assignments
- •Manually Planning Future Period Assignments
- •Assigning Activity Codes and Adding Expenses
- •Viewing Activity Feedback and Posting Resource Notes
- •Assigning Work Products and Documents
- •Adding Steps
- •Setting Options for Using Weighted Steps
- •Creating and Assigning Activity Step Templates
- •Viewing Activity Summaries
- •Viewing Contract Manager Documents
- •Using Global Change
- •Working with Cost Accounts and Project Expenses
- •Cost Account and Expense Overview
- •Setting Up a Cost Account Structure
- •Adding Expenses and Entering Cost Information
- •Defining Expense Details
- •Analyzing Costs
- •Performing Top-down Estimation
- •Performing Top-down Estimation
- •Applying Saved Top-Down Estimates To a Project
- •Managing Baselines
- •Creating and Maintaining Baselines
- •Assigning Baselines to Projects
- •Comparing Current and Baseline Schedules
- •Updating Baselines
- •Ensuring Baseline Data Is Updated
- •Updating, Scheduling, and Leveling
- •The Update Process
- •Choosing a Method of Updating
- •Highlighting Activities for Updating
- •Updating Progress for Spotlighted Activities
- •Estimating Progress Automatically
- •Setting Auto Compute Actuals
- •Updating Using Timesheets
- •Updating Activities Manually
- •Removing Progress from Activities
- •Interrupting Activity Progress
- •Applying Actuals
- •Storing Period Performance (Past Period Actuals)
- •Scheduling Projects
- •Types of Activity Dates
- •Leveling Resources
- •Recalculating Resource and Role Assignment Costs
- •Managing Resource Assignments
- •Summarizing Projects
- •Setting Summarization Options
- •Summarizing Project Data
- •How Data Is Summarized
- •Managing Risks
- •Adding Risks
- •Calculating Exposure Values
- •Calculating a Risk’s Impact
- •Creating and Deleting Risk Types
- •Customizing Risk Layouts
- •Project Issues and Thresholds
- •Adding Issues
- •Assigning Tracking Layouts to Issues
- •Using the Issue Navigator
- •Adding Thresholds
- •Threshold Parameter Definitions
- •Monitoring Thresholds
- •Assigning Tracking Layouts to Thresholds
- •Maintaining a Project’s Document Library
- •Specifying Document Location References
- •Assigning Work Products and Documents
- •Tracking Projects
- •Creating Tracking Layouts
- •Working with Tracking Layouts
- •Customizing Tracking Layouts
- •Comparing Projects with Claim Digger
- •Claim Digger Overview
- •Comparing Projects/Baselines
- •Comparison Data
- •Creating and Using Reflections
- •Reflection Overview
- •Creating and Using Reflections
- •Reflection Guidelines
- •Checking Projects In and Out
- •Managing Remote Projects
- •Checking Out Projects
- •Checking In Projects
- •Customizing Projects
- •Working with Layouts
- •Layout Types
- •Creating, Opening, and Saving Layouts
- •Exporting and Importing Layouts
- •Copying and Pasting Resource Spreadsheet Data to Microsoft Excel
- •Grouping, Sorting, and Filtering Data
- •Grouping Data
- •Sorting Data
- •Reorganizing Data
- •Filtering Data
- •Combining Filters
- •Customizing Layouts
- •Modifying Columns
- •Adjusting the Timescale
- •Formatting Gantt Charts
- •Formatting Activity Network Layouts
- •Modifying Resource and Activity Usage Profile Settings
- •Customizing Reports
- •Reports Overview
- •Opening Reports
- •Creating and Modifying Reports
- •Using the Report Editor
- •Adding Data Sources and Rows to Reports
- •Adding Text Cells to Reports
- •Sorting Report Data Sources
- •Customizing a Report with the Report Editor: an Example
- •Using Report Groups
- •Setting Up Batch Reports
- •Printing Layouts and Reports
- •Defining Page Settings
- •Previewing Layouts and Reports
- •Printing Layouts and Reports
- •Selecting a Printer
- •Publishing Layouts and Reports in HTML Format
- •Publishing a Project on the World Wide Web
- •Project Web Site Overview
- •Publishing a Project Web Site
- •Customizing the Appearance of a Project Web Site
- •Publishing Activity and Tracking Layouts
- •Linking the Project Management and Contract Manager Modules
- •Linking the Project Management Module to Contract Manager
- •Linking a Project Management Project to a Contract Manager Project
- •Importing Contract Manager Data to a Project Management Module Project
- •Index
Grouping, Sorting, and Filtering Data 423
Filtering Data
Use filters to focus on specific data. A filter is a set of instructions that determines which data display in the current window. You can create one set of filters for activities and one set for projects, or use predefined filters. Filters can be user-defined, global or layout. User-defined filters are filters that you define. They are available only to you for all projects to which you have access. Global filters are available to all users for all projects. Layout Filters are only available to the currently open layout.
Select a filter To select activities for the project currently open, in the Activities window click the Layout Options bar, then choose Filters. To filter the projects in the Projects window, click the Display Options bar, then choose Filter By. Mark the checkbox beside each filter you want to apply.
Choose All or Any to combine multiple filters.
Click to view all activities Combining filters further narrows the selected data. (and remove all filters).
These predefined filters |
|
|
|
|
|
|
Click to see |
|
|
|
|
|
|
||||
|
|
|
|
|
|
how a filter |
||
|
||||||||
are available when you |
|
|
|
|
|
|
works before |
|
are selecting activities in |
|
|
|
|
|
|
you commit |
|
the Activities window. A |
|
|
|
|
|
|
to it. |
|
different set of |
|
|
|
|
|
|
|
|
predefined filters is |
|
|
|
|
|
|
|
|
provided when you filter |
|
|
|
|
|
|
|
|
by projects in the |
|
|
|
|
|
|
|
|
Projects window. |
|
|
|
|
|
|
To convert a |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
user-defined |
|
|
|
|
|
|
|
|
filter into one |
|
|
|
|
|
|
|
|
that all users |
Choose to replace the |
|
|
|
|
|
|
|
can access, |
|
|
|
|
|
|
|||
activities that appear in |
|
|
|
|
|
|
select it, then |
|
the layout or highlight a |
|
|
|
|
|
|
click Make |
|
subset of the activities in |
|
|
|
|
|
|
Global. |
|
the layout. |
|
|
|
|
|
|
|
|
You can also customize individual filters when creating tracking layouts or reports (using the Report Wizard).
Primavera - Project Management
424 Part 5: Customizing Projects
To view a user-defined or global filter’s settings before applying it, select it, then click Modify. To view the criteria for a predefined filter, first copy and paste it. The filter is copied to the user-defined list, which you can then modify.
Create a user-defined filter In the Activities window, click the Layout Options bar, then choose Filters. You can also click the Display Options bar from the Projects window and choose Filter By, Customize. Click New. Type a filter name. Click the Parameter cell and select a data item. Double-click the Is cell to select a filtering criteria. Specify a value in the Value field. If the values require a specific entry, you can select from a drop-down list. For example, if filtering by activity type, you must select from a list of the available types.
Click Add to define multiple selection criteria. Specify whether all criteria must be met or at least one criteria.
If you specify that all criteria must be met, each statement is joined with an “And.” If any criteria can be met, an “Or” is used.
You can “nest” criteria to create multiple levels of selections. If you specify the topmost parameter as All of the Following, each successive level selects from only the activities/projects that meet the criteria of previous levels. If you specify Any of the Following as the highest parameter, each group of criteria is separated by an “Or.”
Primavera - Project Management
Grouping, Sorting, and Filtering Data 425
A second set of criteria is joined by an And because All of the Following is specified as the highest parameter. This filter selects all activities with negative float that belong to the Specifications project and have either a testing or marketing resource assigned.
To “nest” a set of criteria within another set, select the line of criteria, then use the arrow keys to indent it.
Remove filters Click the Layout Options bar, then choose Filter. To remove a specific filter, clear the Select checkbox for the filter you want to remove. To remove all filters, mark the All Activities or All Projects checkbox. To preview your changes, click Apply.
Delete user-defined activity filters Click the Layout Options bar, then choose Filter. Select the filter you want to delete, then click Delete. You can delete only user-defined filters.
Primavera - Project Management
426 Part 5: Customizing Projects
Combining Filters
To create a filter that selects any activity from one selection criteria and any activity from another selection criteria, you must define two separate filters and then combine them when you run the filters. For example, to select any activity belonging to the Corporate IT group that is not complete, you might create one filter that selects any activity that falls under various WBS levels (specific to the Corporate IT group), and another filter that selects any activity with remaining labor units greater than zero. To run the filters, choose All Selected Filters and mark the checkboxes for the two filters on the Filters dialog box.
Displays the name of the filter currently applied to the layout.
Primavera - Project Management