VA Primavera P6: Layouts, Reports and Filtering Department of Veterans Affairs Office of Information and Technology IT Workforce Development (ITWD) in collaboration with Product Development

Welcome and Introduction VA Primavera Team: Mairye Bates IT Specialist / OIT PD/Open Source, Configuration & Tools Management Division Charlene Murray IT Specialist / OIT PD/Open Source, Configuration & Tools Management Division 2 VA Primavera P6: Layouts, Reports and Filtering

Training Objectives Identify various ways to share information – Customize screen layouts – Run a report – Apply a filter – Create a filter 3 VA Primavera P6: Layouts, Reports and Filtering

Training Overview Audience −Project managers and planners who need to create project plans Prerequisites −Understand how to connect to and launch VA Primavera P6 Project Management −Licensed user of VA Primavera P6 Project Management −VA Primavera P6: Baselining 4 VA Primavera P6: Layouts, Reports and Filtering

LAYOUTS, REPORTS, AND FILTERING: OVERVIEW LAYOUTS, REPORTS, AND FILTERING: OVERVIEW Section 1: VA Primavera P6: Layouts, Reports and Filtering 5

Overview Information sharing is an important part of successfully managing a project Custom layouts, reports and other methods to create ways to share information 6 VA Primavera P6: Layouts, Reports and Filtering

Sharing Information Layouts – Customize the screen – Items can be filtered, sorted and grouped – Print, export to Excel, or publish to HTML Reports – Print – Export to Excel 7 VA Primavera P6: Layouts, Reports and Filtering

LAYOUTS, REPORTS, AND FILTERING: THE PROJECT MANAGEMENT PROCESS LAYOUTS, REPORTS, AND FILTERING: THE PROJECT MANAGEMENT PROCESS Section 2: VA Primavera P6: Layouts, Reports and Filtering 8

Create project; set Project Attributes Define Work Breakdown Structure (WBS) Create Activities; set Activity Attributes Resource Attributes; Assign Resources Link activities in an Activity Network Set Initial Planning Baseline and OMB300 Baseline, if required Set the Project Status to Active Enter and submit Timesheets in Progress Reporter Progress the project: Approve Timesheets, Apply Actuals, & Reschedule High Level Overview 9 Planning Ongoing Analysis VA Primavera P6: Layouts, Reports and Filtering Perform variance analysis Re-plan and reschedule as needed Share information Portfolio management

LAYOUTS, REPORTS, AND FILTERING: LAYOUTS LAYOUTS, REPORTS, AND FILTERING: LAYOUTS Section 3: VA Primavera P6: Layouts, Reports and Filtering 10

Layouts Refer to screen view Can be canned or custom Can be global or user-specific The predefined layouts make functions easier 11 VA Primavera P6: Layouts, Reports and Filtering

Accessing Layouts 12 VA Primavera P6: Layouts, Reports and Filtering Select: 1. Layout 2. Layout 3. Open… Select: 1. Layout 2. Layout 3. Open… 2 1 3

Accessing Layouts 13 VA Primavera P6: Layouts, Reports and Filtering Select: 4. No 5. CLASSIC 6. Open Select: 4. No 5. CLASSIC 6. Open

Analyze Total Costs Layout 14 VA Primavera P6: Layouts, Reports and Filtering Graph of costs Layout: Analyze Total Costs Cost related values

Customize Columns 15 VA Primavera P6: Layouts, Reports and Filtering Columns Columns…

Customize Columns 16 VA Primavera P6: Layouts, Reports and Filtering Available Options Selected Options Remove a column Add a column

Customize Columns 17 VA Primavera P6: Layouts, Reports and Filtering Select: 1. Earned Value Cost 2. Left arrow 3. OK Select: 1. Earned Value Cost 2. Left arrow 3. OK 2 1 3

Customize Columns 18 VA Primavera P6: Layouts, Reports and Filtering Available Options Selected Options Remove all columns Add all columns

LAYOUTS, REPORTS, AND FILTERING: THE REPORTS MODULE LAYOUTS, REPORTS, AND FILTERING: THE REPORTS MODULE Section 4: VA Primavera P6: Layouts, Reports and Filtering 19

20 VA Primavera P6: Layouts, Reports and Filtering Reports Module Reports

21 VA Primavera P6: Layouts, Reports and Filtering Run a Report Report Name Run Report…

22 VA Primavera P6: Layouts, Reports and Filtering Print Preview OK

23 VA Primavera P6: Layouts, Reports and Filtering Sample Report Late Activities WBS Methodology Testing

24 VA Primavera P6: Layouts, Reports and Filtering Send to Printer Directly to Printer

25 VA Primavera P6: Layouts, Reports and Filtering Open in MS Excel ASCII Text File Output file View file when done

26 VA Primavera P6: Layouts, Reports and Filtering Open in Excel

LAYOUTS, REPORTS, AND FILTERING: SIMPLE FILTERS LAYOUTS, REPORTS, AND FILTERING: SIMPLE FILTERS Section 5: VA Primavera P6: Layouts, Reports and Filtering 27

Filter Overview Display a restricted list of items in a view Predefined and others are created Customized and saved, or created on the fly 28 VA Primavera P6: Layouts, Reports and Filtering

Filters 29 VA Primavera P6: Layouts, Reports and Filtering Filters

Display Menu Filters 30 VA Primavera P6: Layouts, Reports and Filtering 1 Resources View 2 3 Select: 1. Display 2. Filter By 3. Filter Select: 1. Display 2. Filter By 3. Filter

Filter Types 31 VA Primavera P6: Layouts, Reports and Filtering Default Global User Defined

Types of Filters 32 VA Primavera P6: Layouts, Reports and Filtering Filters DefaultPre-defined standard filters Global VA-specific, created & maintained by System Administrators User Defined Created by & visible to current user only & current view

Applying a Filter 33 VA Primavera P6: Layouts, Reports and Filtering Critical filter OK Apply OR

Is a Filter Applied? Method 2: Check the Filter dialog box Method 1: Check the Filter bar Method 1: Check the Filter bar VA Primavera P6: Layouts, Reports and Filtering 34

Removing a Filter VA Primavera P6: Layouts, Reports and Filtering 35 Clear all

LAYOUTS, REPORTS, AND FILTERING: ADVANCED FILTERS Section 6: VA Primavera P6: Layouts, Reports and Filtering 36

Applying Multiple Filters 37 VA Primavera P6: Layouts, Reports and Filtering All selected filters = AND Any selected filter = OR All selected filters = AND Any selected filter = OR

Creating a New Filter 38 VA Primavera P6: Layouts, Reports and Filtering Select New…

Creating a New Filter 39 VA Primavera P6: Layouts, Reports and Filtering 1. Enter Filter Name 2. Select Add 3. Select Parameter 4. Select Is 1. Enter Filter Name 2. Select Add 3. Select Parameter 4. Select Is

Creating a New Filter 40 VA Primavera P6: Layouts, Reports and Filtering Select: 5. Value 6. OK Select: 5. Value 6. OK 5 6

Nested Filters 41 VA Primavera P6: Layouts, Reports and Filtering Parameter = All of the following Activity Name Activity Type

Nested Filters 42 VA Primavera P6: Layouts, Reports and Filtering 0% or 100% All of the following or Any of the following All of the following or Any of the following

Nested Filters 43 VA Primavera P6: Layouts, Reports and Filtering Any of the following = OR Arrows

Layouts, Reports and Filtering – User Support 44 VA Primavera P6: Layouts, Reports and Filtering