Agree, better use multi-resources whenever possible.

The advantage of multi-resources is that by modifying them you can apply the modification to all or specific multi-resource assignments.  Companion resources can be as many as needed which can complicate verification.

Multi-resources are great, but not always you use them (for whatever reason) so filters are still handy.

Vladimir,

Thanks, I copied your note into my reference file under specific filter notes box for future reference.

Bogdan,

Thanks, once again. I copied your note regarding the field for Assigned Resources into my reference file under project properties notes box for future reference.

Marcus,

Thanks for the reference.

Best Regards,

Rafael

Rafael,

it can be done but in three steps.

First filter for activities that use resource C, then invert this filter, then filter for activities that use resource A keeping previous filter.

Rafael,

In Spider it is possible. There is a Column (in the Other) group called Assigned Resources. This columns shows assigned resources similar to MS Project, see picture:

https://postimg.cc/gxhbB84Z

Then you can create filters to show activities containing only desired resources (no matter how many); however when expanding to assignments, all asignments will be visible since the filter is applied to the activities.

Here are some sample filters using this column:

• Contains ( f_Resources ; 'A' ) and Contains ( f_Resources ; 'B' )
• Contains ( f_Resources ; 'A' )
• Contains ( f_Resources ; 'B' )
• NOT Contains ( f_Resources ; 'A' )

PS I used A, B, C from Resource A, Resource B, Resource C. Using the Contains ( ; ) function you will have to specify the name of the resource as it appers in the resource table.

I think this is a reasonable solution.

Best regards,
Bogdan

In Spider there is an option Activities with filtered links only - after filtering links when you apply this filter spider will show only activities which have visible links in the links table

Maybe Vladimir would consider creating a built-in filter similar to the one above but for resource assignments - you will filter resource assignments and then apply the filter Activities with filtered assignments only

And maybe another one named Filtered assignments only - which will show activities and assignments, but only the visible assignments.

What do you think?

Bogdan,

previously created formulas may be used for filtering repeatedly if necessary.

You can also try Spider Project Help for information on Reference Books.

Reference Books are one type of document used by Spider Project stored as separate files, search on Spider Help for “Documents”.

Think of a Reference Book as a table you can transfer to a project file that contains many tables.
 
If one Reference Book, say a Filters/Formula Reference Book, contains user fields you must also transfer the corresponding user fields via another Reference Book for it to work as expected. Before transferring the UDFs, make sure there are no duplicated UDF codes if you need them to be different. You might edit the UDF codes within the Reference Book to avoid conflict, when transferring non existing codes will be created.

Any correction and clarification by Vladimir will be welcomed.

First project instructions is a good way to start learning Spider.



Reference Books are introduced under First project instructions.

You transfer the Reference Books by opening the desired target schedule(s) as well as the Reference Book where you click menu Document then Data Transfer and make your choices.

You can try with the following Reference Book.

http://www.mediafire.com/file/zqpb4vqwbjm2464/Filters_Lookahead.001.sdoc/file

Unfortunately Filters and Formulas are not introduced here.

You cannot load from project.

Spider uses reference-books in order to transfer data from one project to another.

Here is are 2 sample movies:

1. How saved layouts work:

https://youtu.be/CnLRBLKag3Q

2. How to create and transfere layouts reference-books:

https://youtu.be/5mAhwhLCjUw

In conclusion, you have to create the layout which contans filters, WBS structure, WBS Level, Diagrams, columns, Gantt scale, etc.; save it in the project or in a file.

If you save it in a project you have to create a reference-book of the Layouts table in order to transfer it into another project.

If you save it into a file then you can loaded into any project without reference books.

Also form the main Spider windows you can set in the Options of new projects and documents a default Layout file which will be applied to any new project created.

Hope this clarifies some things.

Best regards,
Bogdan

I have no Spider Documentation other than Spider Help, I learned it by experimenting with sample files as well as through Planning Planet where Vladimir is always available in short time.  Once you learn the basics you will see there is no need to memorize the field names, no need to memorize formulas.  While spider has a script language I know no single command, I just record the script by typing as if recording an Excel Macro.

To get the fields while creating a filter:
Click Filter from Menu
Click Apply
Click New 
Click Field
Select field – there you will see the field names and codes

I use Planning Planet to learn, at times by asking questions, at times by answering questions.  Today was good day, I learned a few things about Spider Filters I did not know.

Rafael,

I don't think the name matters, the ideea is that you can created create filters by referencing other filters.

What I haven't been able to figure out so far is how to use formulas inside filters; I don't even know how it would be useful, but I suppose Vladimir will be able to give us a comperhensive answer.

Best Regards,
Bogdan

Evgeny,

you may also want to look into layouts because if you apply filters and then save the layout into the project then it will remember the filters.

For example you may want to create a 2 weeks lookahead + filter all activities that use resource B. You can either create a simple filter for these 2 conditions or 2 filters and 1 complex filter with the 2 conditions.

After this you can save the layout as 2 weeks lookahead and when you call it it will automatically apply the filters. Layouts can also store columns (order, size), level of detail of the WBS, report diagrams, scale of the gantt chart, pretty much anything.

This is not a filter, it is more of a report, but it has some advantages in the sense that it also displays amount of resource hours, volumes of work, costs and so on and so forth.

What I am talking about is Project Truncation, you can find it the Reports and Diagrams->Project truncation.

It creates a truncation of the project between 2 dates or from data date +/- number of days.

Hello,

here is the full answer.

https://ibb.co/3czryJC

Also you can select any column and filter any resources that meets certain criteria.