P6 Filters/Flag/Views

V
Velmon Capanayan 👤 Member for 19 years

Thanks.

I made it already, thru UDF.

Need to used ’text’ and put ’yes’ (like flag in MSP),

Then i create a filter with this UDF, and save a layout also.



Thanks.

D
Dieter Wambach 👤 Member for 19 years 5 months

Velmon



I don’t know your exact requirements.



Shall the layout be a service for your client - and he may regard the other activities as well - or do you intend to restrict his view on the project that he shall only see what he is allowed to.



1. Arnold’s answer. I do it with an activity code, but the result is same as by UDF.



2. Then you’ll create an additional project with those activities you want to show driven by your master schedule.



Regards

Dieter

A
Arnold Puy 👤 Member for 19 years 1 month

Hi Velmon,



In order to perform this, you need to create a User Defined Fields (UDF). Let say, Activities for "User Defined Fields", Activity Indicator for "Title" and Indicator for "Data Type". Do the same into WBS, but this time use WBS for "User Defined Fileds".



Add this newly UDF into your Column and assign those activities or WBS and select (Red, Yellow, Green or Blue).



Regards,



Arnold

V
Velmon Capanayan 👤 Member for 19 years

Thanks.

Yes its correct i can used filters and layout to select activities, but i need to select also WBS. this 2 activities has to be done in parallel, not on separate layout or filters. to create a certain view or layout for my client.



As i can remember, in MS Proj, i only need to add a column ’flag’, then just need to click yes or no on each activities & WBS. Those activities & WBS assigned ’yes’ from flag are the only activities selected that will be shown in the report.



Thanks again in advance.

D
Dieter Wambach 👤 Member for 19 years 5 months

Velmon

In P6 you use filters and layouts (per user or project.

As summaries you can use Levels of Effort (similar to Hammock) or WBS-Summary or collapse.

Regards

Dieter

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