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Customizing Activity Layouts

For assignments that do not have a defined total Budgeted or Planned Units or Remaining (Early) Units value, it is useful to display the Budgeted or Planned Units and Remaining (Early) Units columns. When you display these columns, you can enter or edit an assignment's total Budgeted or Planned or remaining units to spread the units evenly over the original or planned duration of the assignment, then manually modify the future period distribution as necessary.

To display these columns, click the Layout Options bar and choose Columns, Customize. Move the Curve, Budgeted or Planned Units, and Remaining (Early) Units columns to the Selected Options list, then modify the remaining columns. Click Apply, OK.

3. Adjust the timescale to reflect your planning periods

Adjust the timescale in the Resource Usage Spreadsheet to reflect the planning periods in which you typically plan future resource distribution. For example, if you plan your work in daily buckets, adjust the timescale to Week/Day and enter hourly planning unit values.

Note

If you track past period actuals per financial period and plan to report performance against manual budgeted or planned future period values, you should enter future period planning values in financial period timescale units. You can adjust the timescale to reflect your predefined financial periods. For example, if your project is assigned a financial period calendar which uses weekly financial periods, set the timescale to Week/Financial Period.

4.Logically group and sort data

Group and sort data in a way that enables you to easily identify resources/roles, the activities to which they are assigned, and the activities’ associated projects (because the same activity name may appear in different projects). For example, you can group and sort the Resource Usage Spreadsheet by project and by resource.

5. Filter out activities you don't want to plan manually

If you are planning future period resource distribution for a project that has already started, you might choose to apply a filter to display only the activities you want to plan, such as activities that don't have an actual duration or that have a project planned start after the current date or data date.

Alternatively, if a project has already started and you want to update the remaining units for activities that are in progress, you could apply a filter to display only activities that have an Actual Start date and do not have an Actual Finish date.

Trace Logic

Trace Logic

Trace Logic enables you to step forward or backward through a sequence of activities to focus on predecessor/successor relationships.

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P6 Professional User Guide

Trace Logic, which is displayed in the lower layout, represents relationships for an activity you select in the Activity Table, Activity Network, Activity Usage spreadsheet, or Gantt Chart currently displayed in the upper layout. A red border around an activity box indicates a critical activity. A line connecting activity boxes indicates an activity relationship.

Use the Trace Logic layout to

Examine an activity and its predecessors and successors

Determine why an activity is scheduled at a particular time, answering questions such as: Were any of its predecessors delayed? Do any of its predecessors or successors have an obsolete constraint? Are two activities that should be linked start to start currently linked finish to start? Why is there negative float?

Tips

Zoom in or out without affecting the level of detail displayed in the upper layout.

Choose View, Bottom Layout Options or click the Display Options bar and choose Bottom Layout Options to specify how many levels of predecessors and successors you want to view.

Display Trace Logic

With the Activities window active, do one of the following:

Choose View, Show on Bottom, Trace Logic.

Click the Layout Options bar and choose Show on Bottom, Trace Logic.

Click on the Bottom Layout toolbar.

Note

The activity boxes in Trace Logic display the same information as the boxes defined for the current Activity Network layout.

Move around in Trace Logic

To view an activity's relationships in Trace Logic, click the activity in the Activity Table, Gantt Chart, Activity Usage Spreadsheet, Activity Network, or Trace Logic window.

Set Trace Logic preferences

You can specify the number of activity relationships you want to display in Trace Logic.

1)Choose View, Bottom Layout Options.

You can also click the Layout Options bar, then choose Bottom Layout Options.

2)Specify the number of predecessors you want to display.

3)Specify the number of successors you want to display.

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