Primavera Scheduling Tutorials

Overview

Tutorials (to be taken in order)
Creation
Enterprise Project Structure (EPS)
Projects
Activities
Relationships
Work Breakdown Structure (WBS)
Activity Codes
Grouping
Scheduling
Resources
Calendars

Updating
Baselines
Statusing
Filters
Global Changes
Financial Periods
Update Baselines

Display & Publishing
Activity Table
Gantt Chart
Print Preview
Reports
Resource Usage Profile
Activity Network
Exporting

Misc
User-Defined Fields (UDFs)
Steps
Summarizing
Job Services
Creating an OBS
Progress Spotlight
Work Products & Documents
Project Website Publisher
Importing
Claim Digger

Settings & Preferences
Project Settings
User Preferences
Admin Preferences

Updating - Filters

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OVERVIEW - A filter temporarily limits the projects or activities that appear on screen, according to criteria you establish. For example, you can view active projects or activities scheduled to start during the next three weeks. Use the filters supplied or create your own. Apply one or more filters to the layout at any time. - Primavera

  1. Before starting this tutorial copy the STS – Statusing project and paste the copy under the UPD – Updating EPS node.  Name the new project as follows:  Project ID – FLT; Name – Filters.  Open the project.

  2. In the Activity View, click on the Filters button on the toolbar.

  3. The Filters window is displayed.  Currently, there are no filters selected as indicated by the checked “All Activities” checkbox.

  4. There are three main types of filters that are: Default, Global, and User Defined.  The Default filters come with Primavera and are not modifiable.  Global filters are manually created and have been set so that all users of a particular database can use them.  User Defined filters are also manually created, but have been set so that only the user who created them can see, modify and use them.

  5. Let’s create a new filter by clicking the New button on the right-side of the window.

  6. First, let’s name the filter:  Rm201 - 2-week look ahead.

  7. Filters are essentially just logic statements.  They can be as simple or as complex as your specific needs.  The first cell is the parameter cell.  The parameter cell enables the user to choose from a good portion of the different data fields available in Primavera.  Double-click on the cell in order to browse the various fields you can filter by.

  8. Since this is a 2-week look ahead, choose Start as the first parameter.

  9. Once selected the Is cell becomes activated.  Choose the is within range of option.

    TIP – There are three main types of fields with differing options in Primavera:  Boolean, numerical, & text.  A Boolean field (yes or no) for example, such as an activity code or WBS filter will give you only three options:  “equals”, “is not equal”, & “is under.”  A numerically based parameter such as one having to do with dates or costs will give you eight options:  “equals”, “is greater than”, is greater than or equals”, “is less than”, “is less than or equals”, “is not equal to”, “is not within range of”, & “is within range of.”  Finally, a text based field such as an activity ID or name will give you six options:  “contains”, “does not contain”, “ends with”, “equals”, “is not equal to”, & “starts with.”

  10. In the Value cell, choose DD – Earliest Data Date that in our case is 01-Jul-11.  This is will be the date from which the 2 weeks will start. 

    Note – Typically, a look ahead schedule also includes at least a prior week in order to place the future weeks into perspective.

  11. In the High Value cell, choose DD – Earliest Data Date again.  However, instead of just leaving it at that, go into the cell and type “+2W” immediately after DD.  This will cause all activities with starts from the Data Date to 2 weeks out, to be included.

  12. Now, click Add in order to add an additional filter parameter.

  13. Give the new parameter the following values:  Parameter – Finish, Is – is within range of, Value – DD, & High Value – DD+2W.

  14. Add one last parameter and give it the following values:  Parameter – Activity Status, Is – equals, & Value – In Progress.

  15. Finally, we need to make one more modification to this filter.  Double-click the cell that says (All of the following).  From the drop-down menu, choose the other option given, (Any of the following).  This will broaden the filter allowing for any activity to be displayed that matches at least one of the parameters instead of all three as would be the case with the (All of the following) option.  If you notice, it also changes all of the And’s in front of each parameter to Or’s.

  16. Click OK.

  17. Our filter now appears in the User Defined section and is checked indicating that it is active.  If you wanted to make the filter available to other people in your database you would simply click the Make Global button and it would become visible to all users.

    TIP – When using multiple filters, you are given the same option as within an individual filter of either All or Any except of between filters not parameters.

  18. Click Apply to turn on the filter then click OK.

    TIP – Clicking OK applies all selected filters and also closes the filters window.

NEXT - Global Changes







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