Resource Filtering

Hi Daya,



If you just want to see the number of welders for a selected activities, there is a simple way. Here below are the steps:



1) While in P3 layout, click "View" from the menu

2) Then click "Resource Table"

3) A small window will appear to select the resource you want to show.

4) If there is an existing selection, click "Clear" and select "Welder" in the field "Low Value Resource"

5) Click "OK" to see the result at the bottom of the layout.



Be sure you have checked the contents of the "Display" button to get the desired results.



I hope this will help.

Hello,

I think if your familiar with database i.e. MS access etc... you can do this by Export and Import method. By adding dummy activity code for the resource you want to filter and then process it from the database (i.e. Update query in MS access). I think this is the easiest way even you have million of activities.

Eric,



Thank you for the enlightening discussion. I couldn’t have done it better myself. Well said.

Dear Daya,



When you perform filter for resources in P3, you have to think about database. P3 is actually a relational database program with a special function for scheduling. A database will involve the inter-relationship of different tables and can be parent-to-child (one-to-many) relationship. In P3, Activity table is a parent one, and Resource table is a child one.



If you specify "RES EQ welder", what it does is to tell P3 to "list me all the activities (parent) satisfying a condition that one of its resource (child) is equal to welder." Therefore, as long as the activity has one resource equals to welder will be selected.



On the other hand, if you specify "RES NR XXXX to YYYY", I guess you can only get handful activities which are almost to tell P3 to "list me all activities (parent) satisfying the condition that there isn’t any resource (child) equal to A or B or C or D, etc." I think this explain the puzzle for your example. This also explains what P3’s column of "Resource" on the layout listing all the resources for that activity since the layout ( and Filter too )is always from a view of Activity (parent) table. (There is an exception, see below)



However, in a real Database Management System (DBMS) such as Access, Visual Foxpro, xBase, etc. You can create a query and reverse the one-to-many relationship to get the list you want.

In P3, you can trigger this reverse relationship only when you organize the layout by "resource", then you will see the column of "resource" is no longer listing multiple ones. However, you will see the same activities with multiple resources to be listed multiple times under different groups, which can be very confused with a sound scheduling practice, e.g. each activity is accountable for only one responsible party. Maybe you need to create a separate activity for each resource. In that way, all your problems can be resolved.



Sorry, I have been writing too long. I can go on and on....

This is an interesting topic.



Eric Chou, PE

HTC Project Controls, Inc.

1st Method:



1. Make Back-up /copy schedule.



2. Go to DATA >>> RESOURCES>> then delete all resources you don’t want to include, then organize and filter……….



2nd Method:



1.Add costum data item

Name Type Length Description

e.g. RESF C 10 Resource Filter



2. Go to tools Global Change ( do this)

If: RES EQ XXXX .etc…

Then: RESF EQ YYYY



3.Add costum data item

Name Type Length Description

e.g. RSOU C 10 Dummy Resourse



4. Go to tools Global Change ( do this)

If: RESF EQ YYYY

Then: RSOU EQ XXXX



5.Then filter RSOU..........

Best I could come up with is to group by resource, the reduce the row height of the steel fixer/labourer activities to 0 (use the double arrow over the activity ID, not the menu option).



You still get the resource title as a group, but no activity detail.

Try this.. First Organized by resource then do filtering.

eg.. Res EQ Welder

Res NR XXXX to YYYYY

Daya,

Remove the Group by Resources will help. Once you run the filter, all activities with WELDER as resouce assigned will filter out.

If you just want activities with WELDER is the only resource, then your filter need exclude other resources.

You are selecting Activities that match your criteria, i.e., activity resource = welder, not the Resources that match your criteria. Group by Resource (maybe with a page break) to get proper totals.