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Setting up
Filters &
Layouts in P6
Presented by Scott Osika
Meet the Presenter
Scott Osika
Project Controls Specialist
sosika@pmaconsultants.com
About the Presenter
Info Management f...
Setting up Filters and Layouts in P6
• What are Filters
• What can be Filtered
• How do you Create Filters
– Replace or Hi...
What are Filters?
Filters allow the user to display only the activities
that meet specified criteria
4
What Can be Filtered?
In the Project View
• Filter by Project Data
– EPS Element
– Status
– Project Starts or Finishes
– P...
CREATING
FILTERS & LAYOUTS
How do you create filters?
7
Select the filter icon and choose from default
filters that you can modify but not remove
Tip...
How do you create filters?
8
Two ways to create filters. You can create a
New filter and set your criteria. Or Copy a filt...
Create a New Filter
9
Click on the New button and open
the Filter window.
P6 provides a list of Parameters to
choose from ...
Create a New Filter
10
Select WBS and an Operator, options
for operator are based on the
parameter. Select “is under”
Create a New Filter
11
Value will
provide your
parameter
(WBS) options to
choose from.
Create a New Filter
12
Fore more specific results you can
add another layer to your filter, select
Add.
Choose another par...
Create a New Filter
13
For the second requirement use the
Start parameter and "is within range
of" operator.
Create a New Filter
14
Values options are provided.
Tip: You can even create a custom
option with "Custom Date"
Create a New Filter
15
Select Data Date (DD) since its a
range we use a +3 week for a look
ahead.
Create a New Filter
16
When creating filters with multiple
requirements you have options for
"All of the following" must m...
Create a New Filter
17
When creating a filter make sure you
update the Filter Name. Name it
something you will recognize s...
Apply Filters
18
The Filter is now added to your list of user
defined filters. Make sure you choose between
"All selected ...
Apply Filters
19
To clear your filters select the box in the top
left "All Activities“
Nesting Filters - Allows for Complex Level of Filters
20
Two different ways to approach
nested or multiple filters.
Comple...
What are Layouts?
21
Layouts are what you want your view or
screen to look like based on your filters,
groupings, formatti...
How to Group Activities
22
Select the Grouping icon to open the group
and sort window.
Tip: Grouping is a good place to st...
How to Group Activities
23
Click on the drop down arrow in
the Group By column to get all
the data P6 has available.
How to Group Activities
24
Select WBS
How to Group Activities
25
For display options if you select
Show Group Totals it will display
totals by date, durations, ...
How to Group Activities
26
For a clean view select the Hide
if empty to remove empty
groups. Further organization
can be a...
How to Sort Activities
27
Select the Sort button to open
the Sort window
How to Sort Activities
28
Select from all P6 options for
Field Name.
How to Sort Activities
29
Select the order Ascending or
Descending.
Tip: You can add multiple layers
for something like Fi...
Opening a Layout
30
To open a layout click on the
arrow in the Layout bar.
Select Open from the submenu.
How to Customize Grouping
31
Select font colors and sizes to
customize your groupings.
Click OK.
Opening a Layout
32
From the Open Layout window
select your layout.
Click Apply when ready.
Saving a Layout
33
To save a layout click the arrow in
the Layout bar.
Select Save or Save As.
Tip: Save As provides more
...
Saving a Layout
34
Enter your Layout Name and
determine who the filter is
Available to.
Saving a Layout
35
Available to provides options to
share the filter with your project
team, all users, or just current
us...
Grouping Example
36
Activities group by WBS and Start
date. Start date organized by month.
Grouping Example
37
Same information grouped by
original duration.
LEARN MORE ABOUT P6
Get more P6 tips by visiting our website:
https://pmaconsultants.com/services/knowledge-sharing-sessio...
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Setting up Filters & Layouts in P6

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Display the right schedule activities to meet your teams specified criteria. Learn how to use P6 filters and layouts to better display your schedule content.

Publié dans : Direction et management
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Setting up Filters & Layouts in P6

  1. 1. Setting up Filters & Layouts in P6 Presented by Scott Osika
  2. 2. Meet the Presenter Scott Osika Project Controls Specialist sosika@pmaconsultants.com About the Presenter Info Management for Project Control Scott is a project controls professional with extensive experience working with various owner agencies to provide cost and schedule project controls. In his current assignment Scott is developing a project controls improvement plan that has set forth a yearlong effort to improve the efficiency and reliability of project controls information and reporting, allowing for better informed management decisions. 2
  3. 3. Setting up Filters and Layouts in P6 • What are Filters • What can be Filtered • How do you Create Filters – Replace or Highlight Activities – All of the Following vs. Any of the Following – Any Filter vs. All Filters • Nesting Filters • What are layouts – How do you Group Activities – How do you Sort – How do you Customize • How do you Save • How do you Share Here is what you will learn about filters and layouts 3
  4. 4. What are Filters? Filters allow the user to display only the activities that meet specified criteria 4
  5. 5. What Can be Filtered? In the Project View • Filter by Project Data – EPS Element – Status – Project Starts or Finishes – Project Level Codes In the Activity View • Filter by Activity Data – Activity Starts or Finishes – Activity Status – Activity Codes – Durations & Floats – Resources & Units – Variances – WBS Information – Baseline Information In the Resource View • Filter by Resource Data – Activity Codes – Budgeted/Actual/Remaining Units 5
  6. 6. CREATING FILTERS & LAYOUTS
  7. 7. How do you create filters? 7 Select the filter icon and choose from default filters that you can modify but not remove Tip: you can create global filters that other team members can use. Or user defined specific for your use.
  8. 8. How do you create filters? 8 Two ways to create filters. You can create a New filter and set your criteria. Or Copy a filter and modify it. Two options for running a filter. 1. Replace activities shown in current layout. 2. Highlight activities in current layout which match criteria
  9. 9. Create a New Filter 9 Click on the New button and open the Filter window. P6 provides a list of Parameters to choose from like WBS and codes.
  10. 10. Create a New Filter 10 Select WBS and an Operator, options for operator are based on the parameter. Select “is under”
  11. 11. Create a New Filter 11 Value will provide your parameter (WBS) options to choose from.
  12. 12. Create a New Filter 12 Fore more specific results you can add another layer to your filter, select Add. Choose another parameter.
  13. 13. Create a New Filter 13 For the second requirement use the Start parameter and "is within range of" operator.
  14. 14. Create a New Filter 14 Values options are provided. Tip: You can even create a custom option with "Custom Date"
  15. 15. Create a New Filter 15 Select Data Date (DD) since its a range we use a +3 week for a look ahead.
  16. 16. Create a New Filter 16 When creating filters with multiple requirements you have options for "All of the following" must meet all requirements. "Any of the following" where it just has to meet one of the requirements.
  17. 17. Create a New Filter 17 When creating a filter make sure you update the Filter Name. Name it something you will recognize so its easy to find again. We are using "WBS Phase II & 3 Week Look Ahead“ Click Ok when you are done.
  18. 18. Apply Filters 18 The Filter is now added to your list of user defined filters. Make sure you choose between "All selected filters" or "Any selected filter". When all set, select Apply to run your filter. Tip: You can select more than one filter to run.
  19. 19. Apply Filters 19 To clear your filters select the box in the top left "All Activities“
  20. 20. Nesting Filters - Allows for Complex Level of Filters 20 Two different ways to approach nested or multiple filters. Complex nested filters like this example or multiple single filters. Use the arrow buttons to organize or indent (nest) within other filters. Tip: When you develop nested filters pay attention to your operators (and, or).
  21. 21. What are Layouts? 21 Layouts are what you want your view or screen to look like based on your filters, groupings, formatting, and sorting. Tip: Save frequently used settings as a layout so your view will be next time you open the project
  22. 22. How to Group Activities 22 Select the Grouping icon to open the group and sort window. Tip: Grouping is a good place to start when creating a Layout for your project.
  23. 23. How to Group Activities 23 Click on the drop down arrow in the Group By column to get all the data P6 has available.
  24. 24. How to Group Activities 24 Select WBS
  25. 25. How to Group Activities 25 For display options if you select Show Group Totals it will display totals by date, durations, float, and other more. Show totals for multiple projects Show the grouping bar and hide the activities
  26. 26. How to Group Activities 26 For a clean view select the Hide if empty to remove empty groups. Further organization can be added by checking Sort bands alphabetically.
  27. 27. How to Sort Activities 27 Select the Sort button to open the Sort window
  28. 28. How to Sort Activities 28 Select from all P6 options for Field Name.
  29. 29. How to Sort Activities 29 Select the order Ascending or Descending. Tip: You can add multiple layers for something like Finish Date. Multiple activities might have the same finish date, use something like start date or float as a tie breaker.
  30. 30. Opening a Layout 30 To open a layout click on the arrow in the Layout bar. Select Open from the submenu.
  31. 31. How to Customize Grouping 31 Select font colors and sizes to customize your groupings. Click OK.
  32. 32. Opening a Layout 32 From the Open Layout window select your layout. Click Apply when ready.
  33. 33. Saving a Layout 33 To save a layout click the arrow in the Layout bar. Select Save or Save As. Tip: Save As provides more options and versioning.
  34. 34. Saving a Layout 34 Enter your Layout Name and determine who the filter is Available to.
  35. 35. Saving a Layout 35 Available to provides options to share the filter with your project team, all users, or just current user.
  36. 36. Grouping Example 36 Activities group by WBS and Start date. Start date organized by month.
  37. 37. Grouping Example 37 Same information grouped by original duration.
  38. 38. LEARN MORE ABOUT P6 Get more P6 tips by visiting our website: https://pmaconsultants.com/services/knowledge-sharing-sessions Scott Osika PMA Consultants LLC Email: sosika@pmaconsultants.com CONTACT THE AUTHOR

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