Tip From Our Consultants: Applying Filters to Bars in Primavera P6

Tip From Our Consultants: Applying Filters to Bars in Primavera P6

A code field can be used to color code the bars. The example I usually use is a need to quickly see conflicting simultaneous operations (SimOps) in an outage/shutdown schedule. To demonstrate, this procedure will use a very simple example consisting of two modules and three different types of work.

 

This procedures suggests creating two activity codes:
1. Location
2. Type of Work

 

As described below, the Location activity code will be used for grouping and sorting the data. The Type of Work activity code will be used to color-code the bars.

Create the Activity Code Fields and Values
1. From the menu, select Enterprise
2. Select Activity Codes from the drop-down list
3. Click the Project radio button
4. Click Modify
5. Click Add twice
6. Name the new code fields
7. Click Close

This is the result:

8. For each of the new code fields, click Add to add values for each field
9. Give each value a Code Value and a Description
And then, this is the result:
Populate the Activities with the Code Field Values
1. Once the activity codes are set up, display them in the schedule in columns
2. Populate the new activity code fields for each activity
Create the Filters
Create the following filters:
• Type of Work = HOT
• Type of Work = RADIATION
• Type of Work = ELECTRICALTIP: Copy and paste the filters to save time and then just rename the filter and change the value in the “Value” column.

 

This is the result (example of 1 filter):

The new filters will appear in the User Defined section in your list of filters.
Apply the Filters to the Bars
1. Right click on the Bar section of the screen and select Bars
2. Uncheck all the checkmarks on the left next to the various bars listed
3. Create 3 new lines by clicking Add on the right side of the window
4. Move the 3 new lines to the top of the list by selecting each line and clicking Shift Up to move it to
the top
5. Put a checkmark in the box to the left of each of the 3 new lines
6. Use the 3 new lines to set up the bars which will be color-coded by the Type of Work activity code
value. Set up the bars as shown below:

a. Name each bar
b. Select Remain Bar for the timescale
c. Select the color for each new bar
Currently (see screenshot above), each of the new bars is filtering on “All Activities.” Change this by applying the appropriate filters to each of the new bars.

7. Click in the Filter column for each of the new bars
8. Select one of the filters for each new bar
9. Click OK

This is the result:

Apply the Final Touches to the New Layout
1. Group and Sort by Location (one of the new activity codes).
This is the result:
2. To apply bar labels (if desired):

a. Right click on the bar section
b. Select bars
c. Click on the bar labels tab
d. Select one of the bars and click Add at the bottom of the Bar Labels tab
e. Select “Right” in the Position field and “Type of Work” in the Label field
f. Repeat for each of the 3 bars
This is the result:
If you’re working on an outage, you may want your start and finish dates to include times as well as dates. To do this:
1. Click Edit on the menu
2. Select User Preferences
3. Click the Dates tab on the left
4. Choose the radio button near the bottom for 12 hour or 24 hour
5. Click Close
Now that the bars have been color-coded by Type of Work and the schedule is grouped/sorted by Location, the activity code field columns can be removed from view.

 

This is the result:

Last but not least, be sure to save your layout!!!
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