Tracking Projects

To customize profile options, click the Display Options bar in the Bottom Layout window and choose Bottom Layout Options.

Customize a Resource Analysis layout

You can customize the columns and bars the appear in the Top Layout window, and the data/timescale that appears in the profile (Bottom Layout window).

To customize the Top Layout window, click the Display Options bar in the Top Layout window. Choose Top Layout Options, then the item you want to customize.

To customize the profile options, click the Display Options bar in the Bottom Layout window and choose Bottom Layout Options, Profile Settings or Timescale.

Grouping, Sorting, and Filtering Tracking Layouts

Group and sort data in tracking layouts

1)In the Top Layout window, click the Display Options bar, then choose Top Layout Options, Group and Sort By.

2)Select the data grouping you want to apply to your layout, or customize the grouping.

If you choose Customize, double-click the Group By field and select the field by which you want to group data.

3)Click Sort to select a sort order for the grouping.

4)Click Apply to preview your selections or OK to save them.

Filter data in tracking layouts

1)Click the Display Options bar in the Project Explorer window and choose Filters.

2)Click Add.

3)In the new row, click the Parameter field and select a value.

4)Double-click the Is cell and select a filter criteria.

5)Type a value and click OK.

Create a tracking layout

1)Choose Enterprise, Tracking.

2)In the Project Explorer window, choose the project of EPS node for which you want to create a layout.

3)Click the Display Options bar in the Top Layout window, then choose Layout, New.

4)In the New Layout dialog box, type the new layout's name.

5)In the Available To field, choose to make the layout available to you (Current User) or to everyone (All Users).

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Open a tracking layout

1)Choose Enterprise, Tracking, then choose View, Layout, Open.

You can also click the Display Options bar in the Layout window and choose Layout, Open.

2)Select a layout and click OK.

Types of tracking layouts

You can create four types of tracking layouts:

Project Table: displays project data in a table.

Project Bar Chart: displays project data in a horizontal bar chart.

Project Gantt/Profile: displays project information in columns and a Gantt Chart in the Top Layout window and as time-distributed project data in spreadsheet or profile in the Bottom Layout window. The Bottom Layout window also includes column data when you display a spreadsheet.

Resource Analysis: displays time-distributed resource usage information in three formats: Gantt Chart, profile, and spreadsheet. When you display the Gantt Chart or spreadsheet, the Layout window also includes column data in the left pane. You can use a Resource Analysis layout to examine resource allocation for one or more specific projects and/or total allocation for all projects across the enterprise.

Share a layout with other users

You can share a layout with other users several different ways:

When you first create the layout (Tracking only), specify that it be available to All Users.

Save an existing layout using a different name and then specify that it be available to All Users or Another User. If you specify Another User, select a specific user.

Export the layout to a file and then Email the file or its location to other users.

Publish the layout to a Web site.

Save a tracking layout

1)Choose View, Layout, Save or Save As.

You can also click the Display Options bar in the Layout window and choose Layout, Save or Save As.

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2)If you choose Save As, type a new name for the layout and indicate whether the layout should be available to All Users, the Current User, or Another User. If you select Another User, click in the User field, then select the user.

Export a tracking layout

1)Choose View, Layout, Open.

You can also click the Display Options bar in the Layout window and choose Layout, Open.

2)Select the layout you want to export, then click Export.

3)Specify the drive and folder to which you want to export the layout, type a name for the layout, then click Save.

The layout is saved in Primavera Layout File (. PLF) format.

Import a tracking layout

1)Choose View, Layout, Open.

You can also click the Display Options bar in the Layout window and choose Layout, Open.

2)Click Import.

3)Locate the layout you want to import and select it, then click Open.

Delete a tracking layout

1)Choose View, Layout, Open.

You can also click the Display Options bar in the Layout window and choose Layout, Open.

2)Select the layout you want to delete, then click Delete.

3)Click Yes.

Filter a tracking layout

For layouts that include data displayed in column or table format, you can add one or more filters to further customize the type of information you want display.

1)Choose View, Filter By, Customize.

In the Top Layout window, you can also click the Display Options bar (in the right pane), then choose Top Layout Options, Filters, or right-click in the table and choose Filters.

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2)In the Parameter column, double-click the first row and select Any of the Following or All of the Following.

3)In the Parameter column, double-click the first blank row, then select a field by which to filter.

4)In the Is column, double-click the corresponding field and select the filter’s search condition or comparison operator.

5)In the Value column, double-click the corresponding field and type or select the value you want to display for the specified field.

6)To add another filter field, click Add, then repeat steps 2 through 6 for each field you want to include in the filter.

Tips

To change the order of the filter criteria, select an item, then click or .

To delete an item in the filter, select it, then click Delete.

Group and sort a tracking layout using standard settings

Tracking offers various standard options for grouping and sorting layout information displayed in a table. For example, when viewing project-level information you can group and sort by project, EPS/ WBS, OBS, or WBS category.

Choose View, Group and Sort By, and the group and sort option you want to use. You can also right-click in the table in the Top Layout window, then choose Group and Sort By, and the group and sort option you want to use.

Tips

Grouping a layout by OBS enables you to display information about activities that belong to WBS elements for which a particular OBS is responsible.

The Group and Sort options list the name of the WBS category, for example, Phase, which is the WBS category defined in Admin Categories when P6 Professional is

connected to a P6 Professional database and in P6 when connected to a P6 EPPM database.

Group and sort a tracking layout using custom settings

You can specify custom group and sort settings for layout information displayed in a table format. For example, data displayed in a Project Table or column data displayed to the left of a Gantt Chart or spreadsheet.

1)Choose View, Group and Sort By, Customize.

In the Top Layout window toolbar, you can also click the Display Options bar (in the right pane), then choose Top Layout Options, Group and Sort By, Customize, or right-click in the table, then choose Group and Sort By, Customize.

2)To include totals in the layout, mark the Show Grand Totals checkbox.

3)To show only summary data for each hierarchical level included in the layout, mark the Show Summaries Only checkbox.

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