Saving settings for grouping & sorting

Oracle Primavera - PM6
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Rodel Marasigan 👤 Member for 19 years 7 months
· Permalink

Mangesh,



1) Sort and Grouping layout in P5 or P3e can be done on each project you have in P5/P3e.

Select View-> Layout-> Save as then name the layout against your project plus your layout format so you can remember for future used.



Note: In P3e/P5 layout are save globally and the default layout is the active layout when you exit the application. It means that if the project that you are going to open doesn’t meet the criteria of your layout, the result will be not the way it should be. I recommend to include your project name on the save layout to recognise and easy to open your layout against each project that you are working on.



2) To hide the band when empty on your Sort and Grouping select View-> Sort and Group under project menu or click the Sort and Group icon then tick “Hide if Empty”. That should remove all the empty summary band on your layout.



Regards,

Rodel

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Patricia Le Clainche 👤 Member for 19 years
· Permalink

Hello Mangesh,



For question 1)

You should keep the Group and Sort that you choose, till you keep this layout. If you change of layout, do not forget to save a copy of your customized layout before changing ; in that case, you will keep your customization.(You will have to take this new private layout in the future.



Regards.

Patricia


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