p6 filters most used in schedule reporting

7/23/2019 P6 Filters Most Used in Schedule Reporting

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P6 Filters Most Used in Schedule Reporting (Activity Filtering)-Part2

Prepare Schedule Analysis FiltersIn last week,P6 Filters Most Used in Schedule Reporting (Activity Filtering!Part" has #een pu#lished and we have discussedhow to #uild $ookahead %ilters&'hisweek, we will discuss on Schedule Analysis Filters&

I% you are working on level schedule, it involves #aseline schedule )uality assess*ent and analysing pro+ect status& 'his can #e achieved #y using scheduleanalysis %ilters also known as schedule review %ilters& 'he *ost co**on used %ilers are

(" Analysing ritical Activity

(- o*#ined Filters (e.isting to analyse onstraint, /egative Float, In progress and Milestone ritical activities

( Analysing 'otal Floats

(0 Filter %or 1elayed (2ehind Schedule Activities

(3 urrent Milestone 4ariance against 2aseline

(6 /o relationship (2roken $ogic Activities

1-Default Filter forAnalysing Critical Activity1) To find critical activities, Select predefined filterCritical listed under Default Filter list! See "elo#!
http://www.toolboxforplanning.com/2013/10/p6-filters-most-used-in-schedule.html#morehttp://www.toolboxforplanning.com/2013/10/p6-filters-most-used-in-schedule.html#morehttp://www.toolboxforplanning.com/2013/11/p6-filters-most-used-in-schedule.html#withinpost2http://www.toolboxforplanning.com/2013/11/p6-filters-most-used-in-schedule.html#withinpost1http://www.toolboxforplanning.com/2013/11/p6-filters-most-used-in-schedule.html#totalfloat1http://www.toolboxforplanning.com/2013/11/p6-filters-most-used-in-schedule.html#delayedacthttp://www.toolboxforplanning.com/2013/11/p6-filters-most-used-in-schedule.html#milestone1http://www.toolboxforplanning.com/2013/11/p6-filters-most-used-in-schedule.html#brokenlogichttp://www.toolboxforplanning.com/2013/10/p6-filters-most-used-in-schedule.html#morehttp://www.toolboxforplanning.com/2013/11/p6-filters-most-used-in-schedule.html#withinpost2http://www.toolboxforplanning.com/2013/11/p6-filters-most-used-in-schedule.html#withinpost1http://www.toolboxforplanning.com/2013/11/p6-filters-most-used-in-schedule.html#totalfloat1http://www.toolboxforplanning.com/2013/11/p6-filters-most-used-in-schedule.html#delayedacthttp://www.toolboxforplanning.com/2013/11/p6-filters-most-used-in-schedule.html#milestone1http://www.toolboxforplanning.com/2013/11/p6-filters-most-used-in-schedule.html#brokenlogichttp://www.toolboxforplanning.com/2013/10/p6-filters-most-used-in-schedule.html#more


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To understand $ore on default Critical filter, let%s find

out #hat criteria is set for Critical Filter!! 'o view %ilter criteria, you need to copy it to user de%ined %ilter as you are not allowed to *odi%y in de%ault %ilter list&! 5nce you have copied to user de%ined %ilter, select Modi%y to see %ilter criteria&

! Filter criteria %or ritical7 ritical e)ual yes (It *eans that c ritical activities will #e displayed as set in pro+ect de%ault setting& See %igure #elow&

! As P6 pro+ect de%ault setting %or 8ritical9 is set to 8'otal Float $ess than or e)ual to9 :, use this P6 de%ault %ilter 8ritical9 i% you intent to search critical activitieswith 'otal Float duration less than or e)ual to 8:9hour (day&


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&) To find longest path activities scheduled to "edone, select 'ongest Path listed under DefaultFilter list!


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To understand $ore on default 'ongest Path filter,

vie# filter criteria!

! 'o view %ilter criteria, select $ongest Path %ilter , then copy it to user de%ined %ilter as you are not allowed to *odi%y in de%ault %ilter list&

! 5nce $ongest Path %ilter is in user de%ined %ilter, select Modi%y to see %ilter criteria&

'hen, you will see criteria %or 8$ongest Path9 %ilter has #een set as #elow&


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(T*+

Make sure you understand very well how the critical activities are de%ined and set in your pro+ect setting when you are dealing with longest path or criticalactivities&

All the critical activities *ay not #e on longest path #ut longest path activities are all critical i% 8Make open!ended activities critical9 and 8'otal Float less than ore)ual to9 have #een selected in Schedule 5ptions #o. and pro+ect de%ault setting& See #elow %igures&

In Schedule Options window (Select Make open-endedactivities critical and Total Float less than or equal to)


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In Project Deault Settin! (Select Total Float less thanor equal to)


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&- Co$"ined Filters eisting) to analyseConstraint, (egative Float, .n progressand /ilestone Critical activitiesP6 e.isting de%ault %ilters are handy to analyse in!depth schedule analysis i% you know how to utili;e the*&

" 'o %ind ritical Activities with 8Finish onstraint9, select #oth 8ritical9 and


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- 'o %ind ritical activities with Start onstraint, select #oth 8ritical9 and 8


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- Untitled %ilter (a new %ilter #o. as shown in #elow will appear the *o*ent 8/ew9 tag is clicked&


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Set %ilter criteria and give %ilter na*e

(A Select 8'otal Float9 %ro* drop down list

(2 Select 8 is within range o%9

( >nter 8:9 %or low value and 83d9 %or high value to return %loat within : to 3 days

(1 =ive a %ilter na*e that *ake sense %or everyone, 'otal Float ? : to 3 days

0 5nce you have done ite* ( , c lick 85k9 and then select 8Apply9 to see %ilter result&


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-To "uild a filter to find the activities #ith Total Float 4to &3 days)," Follow the sa*e steps as a#ove (: to 3 days total %loat,

- 2ut you +ust need to enter 3d (low value and -:d (high value to return activities with total %loat within 3 to -: days

-To "uild a filter to find the activities #ith Total Float$ore than 03 days,Follow the sa*e steps as a#ove (: to 3 days total %loat, with the %ollowing changes&

(A Select 8is greater than9

(2 >nter 8:d9 to %ind the activities with total %loat duration *ore than : days& See #elow&

5- o# to "uild filter for Delayed 6ehindSchedule) ActivitiesIt is handy to create a %ilter that search delayed activities in case your pro+ect is running #ehind schedule& 2y using 82ehind Schedule Filter9, those delayedactivities can #e highlighted to action owners so that they can stay %ocus on their action ite*s& @ou need to know how to #uild 8And9 and 85r9 options %ilter (create anested %ilter in order you to #uild #ehind schedule activities %ilter&

Follow the %ollowing steps #y steps procedure,

" =o to 8Filter9, then select 8/ew9 to create new %ilter&

- Untitled %ilter (a new %ilter #o. will appear the *o*ent 8/ew9 tag is clicked&

/a*e the %ilter as 82ehind Schedule Activities9&

0 Select 8Any o% the %ollowing9 (see #elow


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3 Select 8All o% the %ollowing9 in -nd row&

6 Add 82$ Pro+ect Finish9 in rd row& Pro+ect 2aseline *ust #e availa#le in your pro+ect in order to use this %ilter& I% you are unsure how to *aintain and assign apro+ect #aseline, learn *ore at


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B In rd row, set the para*eter as 82$ Pro+ect Finish9 is less than or e)uals to 11,

Add9 Activity Status9 is not e)ual to 8o*pleted9 in 0th row&

C Select "st row and add new row %or additional criteria&


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D 'he *o*ent 8Add9 tag is selected, a new row (-E appears as -nd row o% the %ilter and the additional %unction 8or9 also appears in the %ilter #o. as #elow&

": Select the new row (-E and click 8Add9 to add an additional rows&


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"" 5nce a new row (E appear, select 82$ Pro+ect Start9 and set the criteria as 8is less than 119&

"- 'hen, add a new row again (0E and select 8Activity Status9 %ro* drop!down list& Set the criteria as 8e)uals /ot Started9&

Finally, you have #uilt a %ilter that return

(a Activity planned to started #e%ore status date #ut not yet started

(# Activity planned to %inish #y status date #ut not co*pleted&

" lick 859 to close %ilter #o. window, then 8Apply9 %ilter to run %ilter&


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@ou should #e a#le to review activity lists that are #ehind schedule as #elow&

4- o# to Filter to Sho#Current /ilestone 7ariance

against 6aselineSuppose you want to analyse your pro+ect status against pro+ect *ilestones& @ou also want to highlight current pro+ect *ilestone date variance to *anage*ent&'hen you need to select

(a 84ariance 2aseline Pro+ect Start 1ate9 %ilter

(# Milestone %ilter and

(c /ot co*pleted %ilter

" First o% all, #uild a custo*i;ed %ilter %or 84ariance!2$ Pro+ect Start 1ate9 as this is not in prede%ined %ilter list&

- =o to 8Filter9, then select 8/ew9 to create new %ilter&

Untitled %ilter (a new %ilter #o. will appear the *o*ent 8/ew9 tag is clicked&

0 /a*e the %ilter that *akes sense %or pro+ect tea*& For instance,9 4ariance 2aseline Pro+ect S1 not e)uals to : (see #elow&3 Select 84ariance!2$ Pro+ect Start 1ate9 %ro* Para*eter drop!down list and set the criteria as 84ariance 2$ Pro+ect Start 1ate is not e)ual to :d9 (d %or 1ate&See #elow %igure&


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6 lick 85k9 and select the e.isting prede%ined %ilters 8Milestone9 and 8/ot o*pleted9 to %ilter re*aining *ilestone activities&


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Finally, you should #e a#le to see schedule variance %or Milestone as #elow& /egative schedule variance *eans pro+ect is #ehind schedule and positive *eanspro+ect is ahead o% schedule&

(T*+

Show the colu*n 84ariance!2$ Pro+ect Start 1ate9 to see schedule variance in activities view&

Select Pro+ect 2aseline Milestone #ar in 82ars9 window to see *ilestone schedule variance on =antt chart& Pro+ect 2aseline *ust #e availa#le in your pro+ect inorder to use this %ilter& I% you are unsure how to assignand *aintain pro+ect #aseline line, learn *ore at


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3 Select 8Predecessor9 in -nd row& Set the para*eter 8Predecessors9 e)uals #lank& See #elow&

6 Select -nd row and add a new (rd row to set %ilter para*eter as 8Successors e)uals #lank9& See #elow&


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B lick 85k9 and 8Apply9 to run the %ilter&

C Show 8Predecessors and Successors colu*ns i% you want to display activities with no relationship& All activities (co*pleted and re*aining activities with #rokenlogic are displayed i% you +ust use this %ilter alone&

D Select additional %ilter 8/ot o*pleted 8%ro* =lo#al %ilter list to show re*aining activities with no relationship (#roken logic& See #elow&


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I hope you learnt how to #uild Schedule Analysis Filter #y now&


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'his layout is created #y the co*#ination o% total two selected %ilters& See #elow snapshot&

Activity Status Filter ( Activity Status is not e)ual to co*plete

Float Path Filter (Float Path is less than or e)ual to

All selected Filter

Activity Status Filter

Float Path Filter


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0) Change :eneral Scheduling ptions

SettingA%ter all %ilters are selected, change schedule options setting to see the longest path and *ultiple %loat paths&To do this+

(" =o to Schedule ptionsas shown in snapshot #elow&

(- Select 8/a9e open-ended activities critical9 and 8;se *pected Finish Dates9 to #e as part o% critical path&

( Select 8'ongest Path9 to de%ine critical activities as longest path&


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5) Change Advanced Schedulingptions Setting

Select 8Calculate $ultiple float paths9 and Total Float&

Select the activity which the longest path is ending on that activity, or

Speci%y the total nu*#er o% %loat paths that you want P6 to calculate& $eave the #o. Display $ultiple float paths ending #ith activity with the #lank in this

option& See the #elow P6 snapshot&

For e.a*ple, enter ": to calculate ": %loat paths in the schedule& P6 will show you the availa#le %loat paths less than or e)ual to ": although ": %loat paths have#een speci%ied to calculate& 'ry to run the layout to see the di%%erences&


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4) Schedule Press F

p6 filters most used in schedule reporting

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