Filtering For Activities only progessd or completed that reporting perion

My client has asked that I provide a report listing only those activities that were progressed or completed for that particulf update period.

I know I could easily creat a code to tag the progressed avtities but would much rather run a filer or global change.

I would be very beholden should any one have a any suggetion?

A
Aldrin Morallos 👤 Member for 15 years

Keith,

If your using P6 then just go to filter and tick the "In Progress" assigned the time up to the particular Data Date then this will show all the activities you needed.

 

Regards,

Aldrin

R
Rafael Davila 👤 Member for 22 years 3 months

The best method depends on the reporting or analysis requirements.

No doubt about it.

V
Vladimir Liberzon 👤 Member for 25 years 4 months

Rafael,

truncation will show everything for the period.

If activity finishes or starts outside the requiredperiod then reports on these missing parts of activities will not be available.

The best method depends on the reporting or analysis requirements.

R
Rafael Davila 👤 Member for 22 years 3 months

Only listing of activities?

If you do not report on the amount of progress reported for all progressed fields for the period in question he is getting very limited information I wonder for what purpose.

For example he should be able to see on every progressed activity how many hours and when work was performed, it is relevant to know if work was consecutive or intermittent. He should be able to see how much cost per cost account was allocated. He should be able to see all and filter as per his needs.

Vladimir,

With Spider my approach would be to use first Project Truncation and then look for all updated fields at the truncated job  performance archive, no need for a special filter. Very convenient when for example you update on a monthly basis but you are interested on looking at a period that ends/finish at intermediate dates. Say a period of bad weather or a particular week that finishes on the following month it started. 

Best regards,

Rafael

V
Vladimir Liberzon 👤 Member for 25 years 4 months

Gary,

it is some version of Primavera. I don't know other software that uses global change term.

In Spider Project it is very easy: just filter activities with positive actual duration and finish later than the start of the period.

I expect that the same in P6.

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